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 |
Siemens Fonds Invest
Munich,
Germany
| USD 143 M | +USD 138 M | 8 | 14.78% | Nuevas |
|
| 877 |
Chicago Capital
Chicago,
Illinois
| USD 142 M | -USD 876 k | 7 | 6.36% | Reducidas |
|
| 878 |
Blue Whale Capital
London,
United Kingdom
| USD 142 M | +USD 29.5 M | 3 | 20.19% | Aumentadas |
|
| 879 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 142 M | -USD 96.9 M | 2 | 17.28% | Reducidas |
|
| 880 |
Vaughan David Investments
Peoria,
Illinois
| USD 140 M | -USD 28.7 M | 6 | 4.79% | Reducidas |
|
| 881 |
Curi RMB Capital
Chicago,
Illinois
| USD 139 M | -USD 289 k | 9 | 5.1% | Reducidas |
|
| 882 |
Baupost Group
Boston,
Massachusetts
| USD 139 M | -USD 127 M | 1 | 1.29% | Reducidas |
|
| 883 |
Harvest Fund Management
Beijing,
China
| USD 139 M | -USD 51.6 M | 15 | 12.07% | Reducidas |
|
| 884 |
Candlestick Capital Management
Greenwich,
Connecticut
| USD 139 M | -USD 71.9 M | 1 | 3.26% | Reducidas |
|
| 885 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 139 M | -USD 405 k | 7 | 11.62% | Reducidas |
|
| 886 |
J. Goldman & Co
New York
| USD 139 M | +USD 62.2 M | 5 | 7.05% | Aumentadas |
|
| 887 |
Madison Asset Management
Madison,
Wisconsin
| USD 139 M | +USD 7.01 M | 7 | 2.04% | Aumentadas |
|
| 888 |
Capital Wealth Planning
Naples,
Florida
| USD 138 M | +USD 18.4 M | 6 | 5.33% | Aumentadas |
|
| 889 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 138 M | -USD 24.4 M | 12 | 2.14% | Reducidas |
|
| 890 |
TownSquare Capital
Provo,
Utah
| USD 138 M | +USD 31.6 M | 11 | 6.15% | Aumentadas |
|
| 891 |
Highland Private Wealth Management
Bellevue,
Washington
| USD 137 M | -USD 459 k | 6 | 23.75% | Reducidas |
|
| 892 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 137 M | -USD 1.17 M | 7 | 6.76% | Reducidas |
|
| 893 |
MI
Markston International
White Plains,
New York
| USD 137 M | -USD 6.6 M | 6 | 16.1% | Reducidas |
|
| 894 |
Center Lake Capital Management
West Palm Beach,
Florida
| USD 136 M | +USD 8.41 M | 4 | 24.58% | Aumentadas |
|
| 895 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 136 M | -USD 46.2 M | 1 | 13.01% | Reducidas |
|
| 896 |
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 136 M | -USD 4.74 M | 6 | 13.19% | Reducidas |
|
| 897 |
RIG
Roosevelt Investment Group
New York
| USD 136 M | -USD 8.55 M | 5 | 9.62% | Reducidas |
|
| 898 |
First National Trust
Hermitage,
Pennsylvania
| USD 136 M | +USD 3.59 M | 7 | 9.35% | Aumentadas |
|
| 899 |
Windward Capital Management
Los Angeles,
California
| USD 135 M | -USD 18 M | 6 | 13.65% | Reducidas |
|
| 900 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 135 M | -USD 77 M | 11 | 9.24% | Reducidas |
|