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 |
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 139 M | -USD 2.11 M | 5 | 13.25% | Reducidas |
|
| 977 |
Weiss Multi-Strategy Advisers
New York
| USD 139 M | +USD 35.4 M | 10 | 3% | Aumentadas |
|
| 978 |
North Star Asset Management
Neenah,
Wisconsin
| USD 139 M | +USD 2.79 M | 9 | 7.64% | Aumentadas |
|
| 979 |
Front Barnett Associates
Chicago,
Illinois
| USD 139 M | -USD 1.65 M | 4 | 14.29% | Reducidas |
|
| 980 |
Kayak Investment Partners
San Francisco,
California
| USD 139 M | -USD 45 M | 4 | 19.62% | Reducidas |
|
| 981 |
GMT Capital
Atlanta,
Georgia
| USD 139 M | -USD 67.7 M | 5 | 12.23% | Reducidas |
|
| 982 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 139 M | -USD 118 M | 6 | 9.87% | Reducidas |
|
| 983 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 139 M | -USD 2.72 M | 5 | 11.6% | Reducidas |
|
| 984 |
Dowling & Yahnke
San Diego,
California
| USD 138 M | +USD 1.73 M | 7 | 7.65% | Aumentadas |
|
| 985 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 138 M | +USD 1.95 M | 3 | 14.41% | Aumentadas |
|
| 986 |
Capital Investment Advisors
Atlanta,
Georgia
| USD 138 M | -USD 272 k | 8 | 4.63% | Reducidas |
|
| 987 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 137 M | +USD 5.92 M | 4 | 24.09% | Aumentadas |
|
| 988 |
Ethic Inc
New York
| USD 137 M | +USD 17.9 M | 16 | 13.99% | Aumentadas |
|
| 989 |
Corient Capital Partners
Newport Beach,
California
| USD 136 M | -USD 53.9 M | 15 | 9.98% | Reducidas |
|
| 990 |
Davidson Kempner Capital Management
New York
| USD 136 M | -USD 185 M | 5 | 1.95% | Reducidas |
|
| 991 |
Moors & Cabot
Boston,
Massachusetts
| USD 136 M | +USD 3.98 M | 13 | 8.56% | Aumentadas |
|
| 992 |
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 136 M | +USD 2.79 M | 13 | 13.33% | Aumentadas |
|
| 993 |
Bristlecone Advisors
Bellevue,
Washington
| USD 136 M | -USD 2.33 M | 5 | 17.78% | Reducidas |
|
| 994 |
Alpha Cubed Investments
Irvine,
California
| USD 136 M | -USD 10.8 M | 8 | 10.22% | Reducidas |
|
| 995 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 135 M | -USD 19.1 M | 6 | 5% | Reducidas |
|
| 996 |
Melqart Asset Management
London,
United Kingdom
| USD 135 M | -USD 260 k | 6 | 6.47% | Reducidas |
|
| 997 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 135 M | +USD 5.8 M | 5 | 8.06% | Aumentadas |
|
| 998 |
ExodusPoint Capital Management
New York
| USD 134 M | -USD 820 M | 16 | 1.81% | Reducidas |
|
| 999 |
Levin Capital Strategies
New York
| USD 134 M | -USD 5.51 M | 7 | 13.43% | Reducidas |
|
| 1000 |
Act Two Investors
Santa Cruz,
California
| USD 134 M | -USD 1.95 M | 4 | 31.86% | Reducidas |
|