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 |
Varenne Capital Partners
Paris,
France
| USD 144 M | -USD 54.3 k | 1 | 29.19% | Reducidas |
|
| 977 |
Norris Perne & French
Grand Rapids,
Michigan
| USD 144 M | +USD 18.6 M | 6 | 11.61% | Aumentadas |
|
| 978 |
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 143 M | -USD 30 M | 9 | 48.46% | Reducidas |
|
| 979 |
Criteria Caixa
Barcelona,
Spain
| USD 143 M | +USD 77.8 M | 5 | 16.42% | Aumentadas |
|
| 980 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 143 M | -USD 27.7 M | 6 | 16.54% | Reducidas |
|
| 981 |
Polunin Capital Partners
London,
United Kingdom
| USD 142 M | -USD 892 k | 1 | 39.85% | Reducidas |
|
| 982 |
Thomasville National Bank
Thomasville,
Georgia
| USD 142 M | +USD 5.03 M | 5 | 13.75% | Aumentadas |
|
| 983 |
Front Barnett Associates
Chicago,
Illinois
| USD 142 M | -USD 976 k | 4 | 14.31% | Reducidas |
|
| 984 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 142 M | -USD 1.15 M | 4 | 11.85% | Reducidas |
|
| 985 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 142 M | -USD 14.6 M | 4 | 40.31% | Reducidas |
|
| 986 |
Woodline Partners
San Francisco,
California
| USD 141 M | -USD 111 M | 7 | 2.29% | Reducidas |
|
| 987 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 141 M | -USD 143 M | 0 | – | Cerradas |
|
| 988 |
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 140 M | -USD 2.01 M | 10 | 15.48% | Reducidas |
|
| 989 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 140 M | +USD 916 k | 7 | 7.33% | Aumentadas |
|
| 990 |
Bank of the West
Monterey Park,
California
| USD 139 M | -USD 2.25 M | 7 | 14.4% | Reducidas |
|
| 991 |
Valeo Financial Advisors
Carmel,
Indiana
| USD 139 M | +USD 24.7 M | 12 | 7.06% | Aumentadas |
|
| 992 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 138 M | -USD 10.7 M | 3 | 15.54% | Reducidas |
|
| 993 |
Ancora Advisors
Cleveland,
Ohio
| USD 138 M | -USD 6.22 M | 21 | 3.35% | Reducidas |
|
| 994 |
Bowie Capital Management
Richardson,
Texas
| USD 137 M | +USD 2.4 M | 3 | 17.41% | Aumentadas |
|
| 995 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 137 M | -USD 1.66 M | 5 | 17.37% | Reducidas |
|
| 996 |
EGVF
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 137 M | +USD 4.94 M | 3 | 93.65% | Aumentadas |
|
| 997 |
Ironvine Capital Partners
Omaha,
Nebraska
| USD 136 M | +USD 8.74 M | 4 | 14.72% | Aumentadas |
|
| 998 |
Clough Capital Partners
Boston,
Massachusetts
| USD 135 M | -USD 30.7 M | 3 | 10.27% | Reducidas |
|
| 999 |
First Horizon Advisors
Memphis,
Tennessee
| USD 135 M | -USD 55.5 M | 20 | 7.4% | Reducidas |
|
| 1000 |
Doyle Wealth Management
St. Petersburg,
Florida
| USD 135 M | +USD 2.83 M | 6 | 9.72% | Aumentadas |
|