Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 826 |
Zweig-DiMenna Associates
New York
| USD 106 M | -USD 31.3 M | 5 | 14.1% | Reducidas |
|
| 827 |
GTP
Global Thematic Partners
New York
| USD 106 M | +USD 30.3 M | 4 | 8.55% | Aumentadas |
|
| 828 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 106 M | +USD 14.2 M | 4 | 9.72% | Aumentadas |
|
| 829 |
Old National Bancorp
Evansville,
Indiana
| USD 106 M | +USD 2.04 M | 8 | 6.53% | Aumentadas |
|
| 830 |
E Fund Management (HK)
Central,
Hong Kong
| USD 106 M | +USD 113 M | 4 | 59.99% | Nuevas |
|
| 831 |
Telemus Capital
Southfield,
Michigan
| USD 106 M | +USD 2.23 M | 8 | 8.64% | Aumentadas |
|
| 832 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 105 M | +USD 1.59 M | 7 | 7.27% | Aumentadas |
|
| 833 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 105 M | -USD 4.38 M | 7 | 11.43% | Reducidas |
|
| 834 |
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 105 M | +USD 20.5 M | 7 | 36.2% | Aumentadas |
|
| 835 |
Howland Capital Management
Boston,
Massachusetts
| USD 105 M | -USD 2.72 M | 8 | 9.2% | Reducidas |
|
| 836 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 105 M | +USD 122 M | 1 | 11.68% | Nuevas |
|
| 837 |
Cigna Investments
Bloomfield,
Connecticut
| USD 105 M | +USD 4.78 M | 10 | 13.49% | Aumentadas |
|
| 838 |
Howard Capital Management (New York)
New York
| USD 105 M | -USD 3.47 M | 5 | 17.88% | Reducidas |
|
| 839 |
Todd Asset Management
Louisville,
Kentucky
| USD 104 M | -USD 25.2 M | 7 | 3.99% | Reducidas |
|
| 840 |
Laurion Capital Management
New York
| USD 104 M | +USD 102 M | 10 | 1.14% | Aumentadas |
|
| 841 |
Clarius Group LLC
Seattle,
Washington
| USD 104 M | +USD 3.19 M | 6 | 19.57% | Aumentadas |
|
| 842 |
GAMCO Investors
Greenwich,
Connecticut
| USD 103 M | +USD 14.6 M | 8 | 1.22% | Aumentadas |
|
| 843 |
ETF Managers Group
Summit,
New Jersey
| USD 103 M | -USD 9.3 M | 10 | 4.78% | Reducidas |
|
| 844 |
Alta Park Capital
San Francisco,
California
| USD 102 M | +USD 37.7 M | 3 | 38.1% | Aumentadas |
|
| 845 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 102 M | -USD 973 k | 1 | 8.29% | Reducidas |
|
| 846 |
Silvant Capital Management
Atlanta,
Georgia
| USD 102 M | -USD 1.49 M | 7 | 22.15% | Reducidas |
|
| 847 |
Atom Investors
Austin,
Texas
| USD 101 M | +USD 21.3 M | 9 | 8.91% | Aumentadas |
|
| 848 |
Schafer Cullen Capital Management
New York
| USD 101 M | -USD 46.7 M | 2 | 1.7% | Reducidas |
|
| 849 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 101 M | +USD 1.54 M | 12 | 9.45% | Aumentadas |
|
| 850 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 101 M | +USD 4.35 M | 5 | 13.06% | Aumentadas |
|