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 | |
|---|---|---|---|---|---|---|---|
| 901 |
HSC
Harbor Spring Capital
New York
| USD 135 M | +USD 21.9 M | 3 | 12.77% | Aumentadas |
|
| 902 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 135 M | +USD 9.9 M | 5 | 6.42% | Aumentadas |
|
| 903 |
Jay A. Fishman Ltd
Troy,
Michigan
| USD 135 M | +USD 407 k | 5 | 18.56% | Aumentadas |
|
| 904 |
EULAV Asset Management
Sarasota,
Florida
| USD 135 M | +USD 9.47 M | 5 | 3.52% | Aumentadas |
|
| 905 |
Banco de Sabadell
Miami,
Florida
| USD 135 M | -USD 6.51 M | 12 | 14.21% | Reducidas |
|
| 906 |
NorthCoast Asset Management
Greenwich,
Connecticut
| USD 134 M | +USD 6.46 M | 9 | 6.08% | Aumentadas |
|
| 907 |
DAM
Davis Asset Management
Sausalito,
California
| USD 134 M | USD 0 | 2 | 9.18% | Mantenido |
|
| 908 |
Tower Research Capital (TRC)
New York
| USD 133 M | -USD 40.9 M | 31 | 4.08% | Reducidas |
|
| 909 |
Freestone Capital Holdings
Seattle,
Washington
| USD 133 M | +USD 2.01 M | 21 | 7.76% | Aumentadas |
|
| 910 |
Oak Ridge Investments
Chicago,
Illinois
| USD 133 M | -USD 51.3 M | 5 | 11.7% | Reducidas |
|
| 911 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 133 M | -USD 6.64 M | 12 | 5.52% | Reducidas |
|
| 912 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 133 M | -USD 2.35 M | 5 | 12.22% | Reducidas |
|
| 913 |
Azimuth Capital Management
Bloomfield Hills,
Michigan
| USD 132 M | -USD 190 k | 7 | 6.56% | Reducidas |
|
| 914 |
Pillar Pacific Capital Management
Pacifica,
California
| USD 131 M | +USD 4.16 M | 9 | 10.89% | Aumentadas |
|
| 915 |
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 131 M | -USD 62.5 M | 1 | 6.68% | Reducidas |
|
| 916 |
Park Presidio Capital
San Francisco,
California
| USD 130 M | -USD 50 M | 1 | 14.02% | Reducidas |
|
| 917 |
Advisory Services Network
Atlanta,
Georgia
| USD 130 M | +USD 12.5 M | 29 | 5.23% | Aumentadas |
|
| 918 |
Luxor Capital Group
New York
| USD 130 M | +USD 24.3 M | 3 | 1.11% | Aumentadas |
|
| 919 |
Community Trust & Investment
Versailles,
Kentucky
| USD 130 M | -USD 2.92 M | 3 | 13.21% | Reducidas |
|
| 920 |
Deltec Asset Management
New York
| USD 130 M | +USD 3.49 M | 8 | 19.86% | Aumentadas |
|
| 921 |
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 129 M | +USD 10.5 M | 15 | 8.78% | Aumentadas |
|
| 922 |
Howard Capital Management (New York)
New York
| USD 129 M | -USD 1.2 M | 5 | 14.52% | Reducidas |
|
| 923 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 129 M | -USD 2.45 M | 8 | 9.03% | Reducidas |
|
| 924 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 129 M | +USD 9.12 M | 13 | 13.11% | Aumentadas |
|
| 925 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 129 M | +USD 3.08 M | 5 | 17.31% | Aumentadas |
|