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 | |
|---|---|---|---|---|---|---|---|
| 926 |
Check Capital Management
Costa Mesa,
California
| USD 244 M | +USD 40 M | 3 | 7.1% | Aumentadas |
|
| 927 |
Norris Perne & French
Grand Rapids,
Michigan
| USD 243 M | +USD 34.7 M | 6 | 11.86% | Aumentadas |
|
| 928 |
Intermede Investment Partners
London,
United Kingdom
| USD 243 M | -USD 14.1 M | 2 | 11.26% | Reducidas |
|
| 929 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 243 M | -USD 22.2 M | 6 | 13.05% | Reducidas |
|
| 930 |
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 242 M | -USD 2.72 M | 5 | 15.61% | Reducidas |
|
| 931 |
Lavaca Capital
Houston,
Texas
| USD 240 M | +USD 36.9 M | 10 | 42.54% | Aumentadas |
|
| 932 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 240 M | -USD 8.01 M | 2 | 16.4% | Reducidas |
|
| 933 |
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| USD 240 M | -USD 14.4 M | 12 | 18.72% | Reducidas |
|
| 934 |
Avestar Capital
New York
| USD 240 M | +USD 6.83 M | 13 | 15.39% | Aumentadas |
|
| 935 |
Aureus Asset Management
Boston,
Massachusetts
| USD 239 M | -USD 14 M | 6 | 15.93% | Reducidas |
|
| 936 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 239 M | -USD 33.2 M | 6 | 17.34% | Reducidas |
|
| 937 |
Neville Rodie & Shaw
New York
| USD 238 M | +USD 2.09 M | 7 | 17.29% | Aumentadas |
|
| 938 |
MA
Mutual Advisors
Omaha,
Nebraska
| USD 236 M | +USD 5.77 M | 14 | 5.07% | Aumentadas |
|
| 939 |
Park National Corp
Newark,
Ohio
| USD 236 M | +USD 7.77 M | 6 | 7.18% | Aumentadas |
|
| 940 |
MKP Capital Management
New York
| USD 235 M | +USD 154 M | 4 | 7.73% | Aumentadas |
|
| 941 |
Mill Capital Management
Concord,
North Carolina
| USD 235 M | -USD 3.69 M | 6 | 17.87% | Reducidas |
|
| 942 |
SouthState Corp
Winter Haven,
Florida
| USD 234 M | -USD 151 k | 18 | 10.91% | Reducidas |
|
| 943 |
Accel Leaders 3 Associates
Palo Alto,
California
| USD 234 M | USD 0 | 1 | 100% | Mantenido |
|
| 944 |
PCM
Palestra Capital Management
New York
| USD 233 M | -USD 81.3 M | 3 | 9.1% | Reducidas |
|
| 945 |
Corvex Management
New York
| USD 233 M | -USD 118 M | 2 | 9.25% | Reducidas |
|
| 946 |
First National Trust
Hermitage,
Pennsylvania
| USD 232 M | -USD 6.94 M | 7 | 7.91% | Reducidas |
|
| 947 |
Causeway Capital Management
Los Angeles,
California
| USD 231 M | -USD 30.5 M | 3 | 2.84% | Reducidas |
|
| 948 |
Kinetic Partners Management
Miami,
Florida
| USD 231 M | -USD 148 M | 6 | 12.93% | Reducidas |
|
| 949 |
MUFG Securities Americas
New York
| USD 231 M | +USD 7.11 M | 9 | 14.87% | Aumentadas |
|
| 950 |
Securian Asset Management
St Paul,
Minnesota
| USD 230 M | -USD 48.9 k | 13 | 9.11% | Reducidas |
|