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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
Seafarer Capital Partners
Larkspur,
California
| USD 76.4 M | +USD 31.6 M | 1 | 68.67% | Aumentadas |
|
| 1002 |
Dowling & Yahnke
San Diego,
California
| USD 76.3 M | -USD 1.54 M | 8 | 5.86% | Reducidas |
|
| 1003 |
SouthState Corp
Winter Haven,
Florida
| USD 76.3 M | +USD 860 k | 7 | 8.77% | Aumentadas |
|
| 1004 |
Mark Asset Management
New York
| USD 75.6 M | -USD 13.3 M | 5 | 12.62% | Reducidas |
|
| 1005 |
Ledyard National Bank
| USD 75.6 M | +USD 172 k | 6 | 9.17% | Aumentadas |
|
| 1006 |
Wedbush Securities
Los Angeles,
California
| USD 75.5 M | +USD 2.26 M | 13 | 6.71% | Aumentadas |
|
| 1007 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 75.5 M | +USD 598 k | 4 | 11.09% | Aumentadas |
|
| 1008 |
Capital International Sarl
Los Angeles,
California
| USD 75.5 M | +USD 851 k | 7 | 11.71% | Aumentadas |
|
| 1009 |
TM
Tiger Management
New York
| USD 75.1 M | +USD 6.06 M | 5 | 21.34% | Aumentadas |
|
| 1010 |
Thomasville National Bank
Thomasville,
Georgia
| USD 75.1 M | +USD 191 k | 6 | 11.59% | Aumentadas |
|
| 1011 |
Fairpointe Capital
Chicago,
Illinois
| USD 74.9 M | -USD 7.74 M | 4 | 5.74% | Reducidas |
|
| 1012 |
Global Endowment Management
Charlotte,
North Carolina
| USD 74.8 M | +USD 10.6 M | 3 | 5.26% | Aumentadas |
|
| 1013 |
Maple Capital Management
Montpelier,
Vermont
| USD 74.6 M | +USD 683 k | 5 | 14.43% | Aumentadas |
|
| 1014 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 74.4 M | -USD 4.6 M | 12 | 4.55% | Reducidas |
|
| 1015 |
Oribel Capital Management
New York
| USD 74.2 M | +USD 37.6 M | 3 | 7.77% | Aumentadas |
|
| 1016 |
CAM
Contour Asset Management
New York
| USD 73.9 M | -USD 13.1 M | 1 | 3.85% | Reducidas |
|
| 1017 |
Sachem Head Capital Management
New York
| USD 73.9 M | -USD 33.6 M | 1 | 5.8% | Reducidas |
|
| 1018 |
Parsons Capital Management
Providence,
Rhode Island
| USD 73.9 M | +USD 1.21 M | 8 | 7.43% | Aumentadas |
|
| 1019 |
Front Barnett Associates
Chicago,
Illinois
| USD 73.8 M | +USD 820 k | 4 | 11.03% | Aumentadas |
|
| 1020 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 73.4 M | +USD 70.4 M | 12 | 3.45% | Nuevas |
|
| 1021 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 73.3 M | +USD 555 k | 6 | 12.06% | Aumentadas |
|
| 1022 |
Bank of the West
Monterey Park,
California
| USD 73.3 M | +USD 306 k | 8 | 8.59% | Aumentadas |
|
| 1023 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 72.6 M | +USD 321 k | 10 | 11.62% | Aumentadas |
|
| 1024 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 72.6 M | +USD 3.02 M | 5 | 12.37% | Aumentadas |
|
| 1025 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 72.6 M | -USD 10 M | 4 | 1.41% | Reducidas |
|