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 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 217 M | -USD 21.9 M | 6 | 8.81% | Reducidas |
|
| 852 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 216 M | +USD 69.6 M | 2 | 20.81% | Aumentadas |
|
| 853 |
IMC Chicago
Chicago,
Illinois
| USD 216 M | +USD 159 M | 13 | 0.12% | Aumentadas |
|
| 854 |
PHC
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| USD 215 M | +USD 246 M | 1 | 73.98% | Nuevas |
|
| 855 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 215 M | +USD 539 k | 22 | 7.4% | Aumentadas |
|
| 856 |
E.S. Barr & Co
Lexington,
Kentucky
| USD 215 M | -USD 2.73 M | 4 | 13.04% | Reducidas |
|
| 857 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 214 M | +USD 7.56 M | 7 | 5.96% | Aumentadas |
|
| 858 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 214 M | -USD 25.8 M | 5 | 17.59% | Reducidas |
|
| 859 |
GW&K Investment Management
Boston,
Massachusetts
| USD 214 M | -USD 1.48 M | 13 | 1.98% | Reducidas |
|
| 860 |
Jay A. Fishman Ltd
Troy,
Michigan
| USD 214 M | -USD 14.3 M | 5 | 23.36% | Reducidas |
|
| 861 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 214 M | +USD 20.3 M | 15 | 3.68% | Aumentadas |
|
| 862 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 213 M | +USD 27.2 M | 2 | 13.05% | Aumentadas |
|
| 863 |
Parsons Capital Management
Providence,
Rhode Island
| USD 213 M | -USD 3.89 M | 6 | 11.63% | Reducidas |
|
| 864 |
Eisler Capital Management
London,
United Kingdom
| USD 213 M | +USD 199 M | 8 | 1.49% | Aumentadas |
|
| 865 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 212 M | -USD 2.88 M | 3 | 13.81% | Reducidas |
|
| 866 |
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 212 M | +USD 1.13 M | 15 | 12.34% | Aumentadas |
|
| 867 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
| USD 212 M | -USD 581 | 7 | 8.08% | Reducidas |
|
| 868 |
Anomaly Capital Management
New York
| USD 211 M | -USD 73.8 M | 1 | 9.81% | Reducidas |
|
| 869 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 211 M | -USD 8.61 M | 1 | 2.04% | Reducidas |
|
| 870 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 210 M | +USD 6.2 M | 5 | 17.73% | Aumentadas |
|
| 871 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 210 M | -USD 16.8 M | 4 | 13.74% | Reducidas |
|
| 872 |
Siemens Fonds Invest
Munich,
Germany
| USD 210 M | +USD 18.9 M | 16 | 14.45% | Aumentadas |
|
| 873 |
MMBG Investment Advisors
Miami,
Florida
| USD 210 M | +USD 8.68 M | 7 | 23.68% | Aumentadas |
|
| 874 |
JC
Joho Capital
New York
| USD 209 M | USD 0 | 1 | 36.07% | Mantenido |
|
| 875 |
Ingalls & Snyder LLC
New York
| USD 209 M | -USD 616 k | 10 | 6.86% | Reducidas |
|