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 |
EULAV Asset Management
Sarasota,
Florida
| USD 146 M | -USD 9.41 M | 5 | 3.85% | Reducidas |
|
| 977 |
Deltec Asset Management
New York
| USD 145 M | -USD 8.64 M | 7 | 19.91% | Reducidas |
|
| 978 |
Melqart Asset Management
London,
United Kingdom
| USD 145 M | +USD 29.4 M | 6 | 6.5% | Aumentadas |
|
| 979 |
Jasper Ridge Partners
Menlo Park,
California
| USD 145 M | +USD 153 k | 9 | 7.21% | Aumentadas |
|
| 980 |
Silvant Capital Management
Atlanta,
Georgia
| USD 144 M | -USD 2.42 M | 8 | 22.64% | Reducidas |
|
| 981 |
Taurus Asset Management
New York
| USD 144 M | +USD 1.32 M | 4 | 15% | Aumentadas |
|
| 982 |
Bridgeway Capital Management
Houston,
Texas
| USD 143 M | -USD 13.9 M | 8 | 2.57% | Reducidas |
|
| 983 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 143 M | -USD 1.86 M | 11 | 13.13% | Reducidas |
|
| 984 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 143 M | -USD 20.8 M | 1 | 12.1% | Reducidas |
|
| 985 |
Burney Company
Reston,
Virginia
| USD 143 M | +USD 5.34 M | 11 | 6.64% | Aumentadas |
|
| 986 |
London & Capital Asset Management
London,
United Kingdom
| USD 143 M | +USD 25.4 M | 5 | 11.68% | Aumentadas |
|
| 987 |
Palisade Capital Management
Fort Lee,
New Jersey
| USD 142 M | +USD 5.57 M | 7 | 3.21% | Aumentadas |
|
| 988 |
Alpha Cubed Investments
Irvine,
California
| USD 142 M | -USD 4.77 M | 8 | 10.26% | Reducidas |
|
| 989 |
Joel Isaacson & Co
New York
| USD 142 M | +USD 1.7 M | 11 | 11.03% | Aumentadas |
|
| 990 |
Becker Capital Management
Portland,
Oregon
| USD 142 M | +USD 73.3 k | 6 | 6.02% | Aumentadas |
|
| 991 |
HoyleCohen
San Diego,
California
| USD 142 M | -USD 1.09 M | 9 | 11.03% | Reducidas |
|
| 992 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 141 M | +USD 500 k | 4 | 6.49% | Aumentadas |
|
| 993 |
Kerrisdale Advisers
Miami,
Florida
| USD 139 M | -USD 54.3 M | 4 | 12.48% | Reducidas |
|
| 994 |
Rokos Capital Management (UK)
London,
United Kingdom
| USD 139 M | -USD 891 M | 5 | 2.76% | Reducidas |
|
| 995 |
EC
EMS Capital
New York
| USD 139 M | +USD 127 M | 2 | 10.86% | Nuevas |
|
| 996 |
Brown Advisory Securities
Baltimore,
Maryland
| USD 138 M | -USD 368 k | 7 | 21.66% | Reducidas |
|
| 997 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 138 M | -USD 10.2 M | 10 | 14.64% | Reducidas |
|
| 998 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 138 M | +USD 1.19 M | 6 | 12.41% | Aumentadas |
|
| 999 |
Bronte Capital Management
Bondi Junction,
Australia
| USD 138 M | +USD 1.55 M | 2 | 9.81% | Aumentadas |
|
| 1000 |
APEIRON Capital Ltd
Hong Kong
| USD 138 M | +USD 8.09 M | 3 | 44.51% | Aumentadas |
|