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 | |
|---|---|---|---|---|---|---|---|
| 876 |
Technology Crossover Management IX
Menlo Park,
California
| USD 77 M | USD 0 | 1 | 29.4% | Mantenido |
|
| 877 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 76.9 M | -USD 19.2 M | 7 | 2.41% | Reducidas |
|
| 878 |
Hillman Company
Pittsburgh,
Pennsylvania
| USD 76.9 M | USD 0 | 3 | 23.43% | Mantenido |
|
| 879 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 76.4 M | +USD 3.77 M | 7 | 6.41% | Aumentadas |
|
| 880 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 76.3 M | -USD 880 k | 9 | 10.08% | Reducidas |
|
| 881 |
Glynn Capital Management
Menlo Park,
California
| USD 76.3 M | -USD 36.2 M | 5 | 17.05% | Reducidas |
|
| 882 |
Chilton Capital Management
Houston,
Texas
| USD 76.2 M | +USD 8.05 M | 5 | 6.89% | Aumentadas |
|
| 883 |
Community Trust & Investment
Versailles,
Kentucky
| USD 75.7 M | +USD 9.27 M | 3 | 9.16% | Aumentadas |
|
| 884 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 75.6 M | -USD 9.11 M | 6 | 2.95% | Reducidas |
|
| 885 |
Vista Equity Partners Management
San Francisco,
California
| USD 75 M | +USD 15.6 M | 4 | 8% | Aumentadas |
|
| 886 |
Old Republic International (ORI)
Chicago,
Illinois
| USD 74.6 M | USD 0 | 1 | 2.39% | Mantenido |
|
| 887 |
Central Trust Company
Jefferson City,
Missouri
| USD 74.3 M | +USD 2.18 M | 14 | 4.72% | Aumentadas |
|
| 888 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 74.3 M | +USD 3.21 M | 11 | 3.78% | Aumentadas |
|
| 889 |
Boston Financial Management
Boston,
Massachusetts
| USD 74 M | -USD 2.19 M | 6 | 5.06% | Reducidas |
|
| 890 |
Oakmont Corp
Los Angeles,
California
| USD 73.9 M | USD 0 | 2 | 9.6% | Mantenido |
|
| 891 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 73.9 M | -USD 25.3 M | 6 | 3.42% | Reducidas |
|
| 892 |
BCM
Bares Capital Management
Austin,
Texas
| USD 73.8 M | -USD 10.8 M | 1 | 2.83% | Reducidas |
|
| 893 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 73.8 M | +USD 89.1 k | 3 | 9.75% | Aumentadas |
|
| 894 |
Carlson Capital
Dallas,
Texas
| USD 73.6 M | +USD 114 k | 3 | 1.11% | Aumentadas |
|
| 895 |
TM
Tiger Management
New York
| USD 73.4 M | +USD 855 k | 8 | 9.41% | Aumentadas |
|
| 896 |
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 73.1 M | +USD 21.7 M | 7 | 12.24% | Aumentadas |
|
| 897 |
Capital One National Association
New York
| USD 72.9 M | -USD 572 k | 8 | 5.11% | Reducidas |
|
| 898 |
PDT Partners
New York
| USD 72.9 M | +USD 14 M | 4 | 2.46% | Aumentadas |
|
| 899 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 72.8 M | -USD 20.4 M | 5 | 9.92% | Reducidas |
|
| 900 |
Huber Capital Management
El Segundo,
California
| USD 72.8 M | -USD 10.9 M | 4 | 4.27% | Reducidas |
|