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 | |
|---|---|---|---|---|---|---|---|
| 851 |
Azimuth Capital Management
Bloomfield Hills,
Michigan
| USD 122 M | -USD 117 k | 7 | 7.76% | Reducidas |
|
| 852 |
Cortland Associates
St Louis,
Missouri
| USD 122 M | +USD 14.2 M | 6 | 17.95% | Aumentadas |
|
| 853 |
Himalaya Capital Management
Seattle,
Washington
| USD 121 M | +USD 81.9 M | 1 | 11.42% | Aumentadas |
|
| 854 |
SCCM
Schafer Cullen Capital Management
New York
| USD 121 M | -USD 7.56 M | 2 | 1.87% | Reducidas |
|
| 855 |
NWQ Investment Management Company
Los Angeles,
California
| USD 121 M | -USD 20.4 M | 4 | 4.04% | Reducidas |
|
| 856 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 121 M | +USD 10.2 M | 10 | 6.73% | Aumentadas |
|
| 857 |
Allstate Corporation
Northbrook,
Illinois
| USD 121 M | -USD 3.26 M | 11 | 4.14% | Reducidas |
|
| 858 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| USD 121 M | +USD 2.06 M | 2 | 39.98% | Aumentadas |
|
| 859 |
Zweig-DiMenna Associates
New York
| USD 120 M | -USD 14.5 M | 5 | 12.69% | Reducidas |
|
| 860 |
Alta Park Capital
San Francisco,
California
| USD 120 M | -USD 24.8 M | 3 | 17.6% | Reducidas |
|
| 861 |
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 120 M | +USD 6.94 M | 7 | 14.25% | Aumentadas |
|
| 862 |
Levin Capital Strategies
New York
| USD 120 M | -USD 15.3 M | 5 | 16.47% | Reducidas |
|
| 863 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 120 M | -USD 9.7 M | 5 | 13.22% | Reducidas |
|
| 864 |
Curi RMB Capital
Chicago,
Illinois
| USD 120 M | -USD 4.2 M | 7 | 5.26% | Reducidas |
|
| 865 |
Renaissance Group
Covington,
Kentucky
| USD 120 M | +USD 3.73 M | 7 | 5.7% | Aumentadas |
|
| 866 |
SCM
Scopia Capital Management
New York
| USD 119 M | -USD 40 M | 1 | 13.05% | Reducidas |
|
| 867 |
Anglepoint Asset Management
George Town,
Cayman Islands
| USD 118 M | -USD 13.9 M | 3 | 13.7% | Reducidas |
|
| 868 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 118 M | -USD 549 k | 3 | 13.01% | Reducidas |
|
| 869 |
CLCM
Center Lake Capital Management
West Palm Beach,
Florida
| USD 118 M | +USD 14.2 M | 2 | 22.68% | Aumentadas |
|
| 870 |
Simplicity Solutions
Minneapolis,
Minnesota
| USD 118 M | +USD 37.5 M | 12 | 2.34% | Aumentadas |
|
| 871 |
HSC
Harbor Spring Capital
New York
| USD 118 M | USD 0 | 2 | 12.26% | Mantenido |
|
| 872 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 117 M | -USD 527 k | 7 | 13.17% | Reducidas |
|
| 873 |
BCH
Berkshire Capital Holdings
San Jose,
California
| USD 117 M | +USD 23.2 M | 6 | 21.3% | Aumentadas |
|
| 874 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 117 M | +USD 62.5 M | 8 | 10.16% | Aumentadas |
|
| 875 |
Summitry LLC
Foster City,
California
| USD 117 M | -USD 6.75 M | 5 | 9.69% | Reducidas |
|