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 |
Fairview Capital Investment Management
Greenbrae,
California
| USD 146 M | +USD 3.56 M | 4 | 9.34% | Aumentadas |
|
| 1002 |
ALAM
Asahi Life Asset Management
Tokyo,
Japan
| USD 145 M | +USD 4.72 M | 7 | 18.33% | Aumentadas |
|
| 1003 |
Anomaly Capital Management
New York
| USD 145 M | +USD 96.2 M | 3 | 8.5% | Aumentadas |
|
| 1004 |
Thomasville National Bank
Thomasville,
Georgia
| USD 145 M | +USD 1.84 M | 5 | 13.82% | Aumentadas |
|
| 1005 |
Gradient Investments
Arden Hills,
Minnesota
| USD 145 M | +USD 19.9 M | 20 | 3.66% | Aumentadas |
|
| 1006 |
Parthenon LLC
Louisville,
Kentucky
| USD 145 M | -USD 5.8 M | 6 | 20.27% | Reducidas |
|
| 1007 |
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 144 M | +USD 948 k | 3 | 18.13% | Aumentadas |
|
| 1008 |
11 Capital Partners
Darien,
Connecticut
| USD 144 M | -USD 11.3 M | 3 | 34.21% | Reducidas |
|
| 1009 |
Lyrical Asset Management
New York
| USD 144 M | +USD 163 M | 1 | 1.93% | Nuevas |
|
| 1010 |
Vestor Capital
Chicago,
Illinois
| USD 143 M | +USD 6.67 M | 7 | 13.68% | Aumentadas |
|
| 1011 |
Bowie Capital Management
Richardson,
Texas
| USD 143 M | +USD 5.53 M | 3 | 16.55% | Aumentadas |
|
| 1012 |
Palisade Capital Management
Fort Lee,
New Jersey
| USD 143 M | -USD 2.57 M | 7 | 2.9% | Reducidas |
|
| 1013 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 143 M | +USD 400 k | 5 | 12.39% | Aumentadas |
|
| 1014 |
Titan Global Capital Management USA
New York
| USD 142 M | +USD 39.8 M | 6 | 23.58% | Aumentadas |
|
| 1015 |
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| USD 142 M | +USD 139 M | 12 | 12.17% | Nuevas |
|
| 1016 |
CWA Asset Management Group
Naples,
Florida
| USD 142 M | -USD 2.13 M | 6 | 10.48% | Reducidas |
|
| 1017 |
Deltec Asset Management
New York
| USD 141 M | -USD 17.1 M | 6 | 22.94% | Reducidas |
|
| 1018 |
Donaldson Capital Management
Evansville,
Indiana
| USD 141 M | +USD 2.57 M | 5 | 6.19% | Aumentadas |
|
| 1019 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 141 M | -USD 2.49 M | 6 | 7.73% | Reducidas |
|
| 1020 |
Samlyn Capital
New York
| USD 140 M | +USD 140 M | 3 | 1.93% | Nuevas |
|
| 1021 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 140 M | -USD 425 k | 4 | 9.85% | Reducidas |
|
| 1022 |
Academy Capital Management
Waco,
Texas
| USD 140 M | +USD 640 k | 5 | 21.7% | Aumentadas |
|
| 1023 |
Doyle Wealth Management
St. Petersburg,
Florida
| USD 140 M | -USD 2.2 M | 6 | 10.01% | Reducidas |
|
| 1024 |
Central Securities
New York
| USD 139 M | USD 0 | 3 | 13.84% | Mantenido |
|
| 1025 |
Mill Capital Management
Concord,
North Carolina
| USD 139 M | +USD 137 M | 6 | 14.26% | Nuevas |
|