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 | |
|---|---|---|---|---|---|---|---|
| 976 |
SRAM
Stone Ridge Asset Management
New York
| USD 73.4 M | -USD 20 M | 14 | 4.35% | Reducidas |
|
| 977 |
MRCP
Manor Road Capital Partners
New York
| USD 73.4 M | +USD 1.4 M | 1 | 9.77% | Aumentadas |
|
| 978 |
Alpha Cubed Investments
Irvine,
California
| USD 73.3 M | +USD 2.36 M | 7 | 8.49% | Aumentadas |
|
| 979 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 73.2 M | -USD 1.25 M | 5 | 7.04% | Reducidas |
|
| 980 |
Carrhae Capital
London,
United Kingdom
| USD 73.2 M | +USD 16.9 M | 2 | 22.93% | Aumentadas |
|
| 981 |
AG
Aravt Global
New York
| USD 72.4 M | USD 0 | 2 | 11.32% | Mantenido |
|
| 982 |
Argent Trust Co
Nashville,
Tennessee
| USD 72.3 M | +USD 1.38 M | 8 | 7.33% | Aumentadas |
|
| 983 |
SouthState Corp
Winter Haven,
Florida
| USD 72.2 M | -USD 4.96 M | 7 | 8.31% | Reducidas |
|
| 984 |
Dowling & Yahnke
San Diego,
California
| USD 72.1 M | +USD 22.4 M | 9 | 5.97% | Aumentadas |
|
| 985 |
YHB Investment Advisors
West Hartford,
Connecticut
| USD 71.8 M | -USD 8.32 M | 7 | 11.4% | Reducidas |
|
| 986 |
RWWM Inc
Rocklin,
California
| USD 71.5 M | -USD 8.18 M | 2 | 19.84% | Reducidas |
|
| 987 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 71.5 M | -USD 26.9 M | 3 | 1.32% | Reducidas |
|
| 988 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 71.5 M | -USD 127 k | 4 | 21.87% | Reducidas |
|
| 989 |
Cullen Capital Management
New York
| USD 71.5 M | -USD 1.56 M | 2 | 2.79% | Reducidas |
|
| 990 |
Strategy Capital
Los Altos,
California
| USD 71.3 M | +USD 2.4 M | 4 | 30.1% | Aumentadas |
|
| 991 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 71.2 M | -USD 929 k | 12 | 4.58% | Reducidas |
|
| 992 |
Soros Fund Management
New York
| USD 71.2 M | +USD 55.3 M | 1 | 1.67% | Aumentadas |
|
| 993 |
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 71 M | +USD 7.78 M | 5 | 10.45% | Aumentadas |
|
| 994 |
Brinker Capital
Berwyn,
Pennsylvania
| USD 70.9 M | +USD 326 k | 9 | 2.59% | Aumentadas |
|
| 995 |
Element Capital Management
New York
| USD 70.5 M | +USD 19 M | 2 | 4.81% | Aumentadas |
|
| 996 |
Parthenon LLC
Louisville,
Kentucky
| USD 70.5 M | +USD 1.19 M | 5 | 15.11% | Aumentadas |
|
| 997 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| USD 70.4 M | USD 0 | 2 | 38.97% | Mantenido |
|
| 998 |
Penserra Capital Management
Orinda,
California
| USD 70.3 M | -USD 13.3 M | 15 | 5.47% | Reducidas |
|
| 999 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 70.3 M | -USD 35.3 M | 3 | 1.93% | Reducidas |
|
| 1000 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 70 M | +USD 264 k | 6 | 9.54% | Aumentadas |
|