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 |
KCM
Kingdon Capital Management
New York
| USD 73.4 M | +USD 21.4 M | 3 | 13.44% | Aumentadas |
|
| 1002 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 73.2 M | -USD 806 k | 6 | 12.05% | Reducidas |
|
| 1003 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 73.1 M | +USD 50.7 M | 4 | 6.02% | Aumentadas |
|
| 1004 |
Eventide Asset Management
Boston,
Massachusetts
| USD 73 M | -USD 16.6 M | 2 | 2.37% | Reducidas |
|
| 1005 |
Destination Wealth Management
Walnut Creek,
California
| USD 72.8 M | +USD 13 M | 6 | 4.47% | Aumentadas |
|
| 1006 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 72.8 M | -USD 79.5 M | 21 | 1.97% | Reducidas |
|
| 1007 |
Richard Bernstein Advisors
New York
| USD 72.8 M | -USD 5.75 M | 5 | 2.58% | Reducidas |
|
| 1008 |
NorthCoast Asset Management
Greenwich,
Connecticut
| USD 72.7 M | +USD 48.1 M | 9 | 4.66% | Aumentadas |
|
| 1009 |
Atreides Management
Boston,
Massachusetts
| USD 72.6 M | +USD 39.7 M | 3 | 16.05% | Aumentadas |
|
| 1010 |
TM
Tikvah Management
Charlotte,
North Carolina
| USD 72.6 M | -USD 19.9 M | 3 | 28.72% | Reducidas |
|
| 1011 |
Ancora Advisors
Cleveland,
Ohio
| USD 72.4 M | +USD 3.92 M | 12 | 3.35% | Aumentadas |
|
| 1012 |
TownSquare Capital
Provo,
Utah
| USD 72.3 M | +USD 13.1 M | 9 | 5.84% | Aumentadas |
|
| 1013 |
Phoenix Financial
Givatayim,
Israel
| USD 72.2 M | -USD 15.6 M | 8 | 3.66% | Reducidas |
|
| 1014 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 72.2 M | -USD 18.6 M | 4 | 4.92% | Reducidas |
|
| 1015 |
River Road Asset Management
Louisville,
Kentucky
| USD 72.2 M | +USD 80.1 M | 3 | 1.61% | Aumentadas |
|
| 1016 |
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 72 M | -USD 9.43 M | 6 | 9.1% | Reducidas |
|
| 1017 |
Maple Capital Management
Montpelier,
Vermont
| USD 72 M | +USD 1.05 M | 5 | 17.97% | Aumentadas |
|
| 1018 |
Dowling & Yahnke
San Diego,
California
| USD 71.9 M | -USD 1.56 M | 8 | 6.93% | Reducidas |
|
| 1019 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 71.8 M | +USD 1.01 M | 6 | 15.2% | Aumentadas |
|
| 1020 |
Two Creeks Capital Management
New York
| USD 71.7 M | +USD 16.2 M | 1 | 5.83% | Aumentadas |
|
| 1021 |
Parsons Capital Management
Providence,
Rhode Island
| USD 71.7 M | -USD 455 k | 8 | 9.24% | Reducidas |
|
| 1022 |
Doyle Wealth Management
St. Petersburg,
Florida
| USD 71.5 M | -USD 5.24 M | 5 | 11.37% | Reducidas |
|
| 1023 |
Oribel Capital Management
New York
| USD 71.4 M | -USD 1.28 M | 5 | 13.67% | Reducidas |
|
| 1024 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| USD 71.3 M | +USD 7.69 M | 2 | 37.9% | Aumentadas |
|
| 1025 |
SAM
Scopus Asset Management
New York
| USD 71.2 M | +USD 41.1 M | 2 | 6.1% | Aumentadas |
|