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 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 115 M | -USD 1.5 M | 5 | 16.57% | Reducidas |
|
| 977 |
Kintegral Advisory
New York
| USD 115 M | -USD 5.6 M | 10 | 14.8% | Reducidas |
|
| 978 |
Taikang Asset Management (HK)
Hong Kong
| USD 114 M | +USD 24.7 M | 5 | 20.72% | Aumentadas |
|
| 979 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 114 M | -USD 23.5 M | 8 | 8.54% | Reducidas |
|
| 980 |
Brandes Investment Partners
La Jolla,
California
| USD 114 M | +USD 44 M | 5 | 2.42% | Aumentadas |
|
| 981 |
XN LP
New York
| USD 114 M | -USD 47.2 M | 3 | 13.59% | Reducidas |
|
| 982 |
Taurus Asset Management
New York
| USD 114 M | -USD 3.18 M | 4 | 13.93% | Reducidas |
|
| 983 |
Tran Capital Management
San Rafael,
California
| USD 114 M | -USD 21.1 M | 3 | 14.19% | Reducidas |
|
| 984 |
RWC Asset Advisors
Miami,
Florida
| USD 113 M | -USD 28.6 M | 1 | 8.62% | Reducidas |
|
| 985 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 113 M | -USD 1.93 M | 4 | 6.83% | Reducidas |
|
| 986 |
Southpoint Capital Advisors
New York
| USD 113 M | +USD 105 M | 1 | 2.57% | Nuevas |
|
| 987 |
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 113 M | +USD 23.2 M | 3 | 45.1% | Aumentadas |
|
| 988 |
NFJ Investment Group
Dallas,
Texas
| USD 113 M | -USD 12.4 M | 6 | 3.02% | Reducidas |
|
| 989 |
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 113 M | +USD 1.52 M | 2 | 6.37% | Aumentadas |
|
| 990 |
Moors & Cabot
Boston,
Massachusetts
| USD 113 M | -USD 2.5 M | 9 | 7.75% | Reducidas |
|
| 991 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 113 M | -USD 1.16 M | 4 | 6.2% | Reducidas |
|
| 992 |
Sound Shore Management
Greenwich,
Connecticut
| USD 113 M | -USD 83.2 M | 1 | 4.24% | Reducidas |
|
| 993 |
Lakewood Capital Management
New York
| USD 113 M | +USD 38.3 M | 2 | 9.2% | Aumentadas |
|
| 994 |
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 112 M | -USD 1.64 M | 5 | 13.58% | Reducidas |
|
| 995 |
HoyleCohen
San Diego,
California
| USD 112 M | +USD 173 k | 7 | 10.46% | Aumentadas |
|
| 996 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 112 M | +USD 45.2 M | 6 | 1.3% | Aumentadas |
|
| 997 |
Jones Financial Companies
Des Peres,
Missouri
| USD 112 M | +USD 1.11 M | 9 | 0.18% | Aumentadas |
|
| 998 |
Robertson Stephens Wealth Management
San Francisco,
California
| USD 111 M | +USD 35.7 k | 9 | 8.57% | Aumentadas |
|
| 999 |
Richard Bernstein Advisors
New York
| USD 111 M | USD 0 | 6 | 2.36% | Mantenido |
|
| 1000 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 111 M | +USD 21.8 M | 4 | 7.58% | Aumentadas |
|