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 |
Kintegral Advisory
New York
| USD 133 M | -USD 80.7 k | 10 | 16.42% | Reducidas |
|
| 1002 |
Montag & Caldwell
Atlanta,
Georgia
| USD 133 M | +USD 12.8 M | 5 | 17.05% | Aumentadas |
|
| 1003 |
Spyglass Capital Management
San Francisco,
California
| USD 133 M | -USD 45 M | 2 | 10.39% | Reducidas |
|
| 1004 |
First Long Island Investors
Jericho,
New York
| USD 132 M | -USD 3.16 M | 4 | 12.82% | Reducidas |
|
| 1005 |
Avity Investment Management
Greenwich,
Connecticut
| USD 132 M | -USD 2.31 M | 6 | 13.18% | Reducidas |
|
| 1006 |
GA
GuoLine Advisory
Singapore
| USD 131 M | USD 0 | 2 | 25.9% | Mantenido |
|
| 1007 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 131 M | -USD 6.33 M | 6 | 2.55% | Reducidas |
|
| 1008 |
Granite Investment Partners
El Segundo,
California
| USD 131 M | +USD 451 k | 6 | 5.48% | Aumentadas |
|
| 1009 |
XN LP
New York
| USD 131 M | -USD 8.43 M | 3 | 10.96% | Reducidas |
|
| 1010 |
Choate Investment Advisors
Boston,
Massachusetts
| USD 130 M | +USD 30.2 M | 7 | 5.11% | Aumentadas |
|
| 1011 |
Taurus Asset Management
New York
| USD 130 M | -USD 1.24 M | 5 | 15.8% | Reducidas |
|
| 1012 |
TenCore Partners
New York
| USD 130 M | -USD 18.3 M | 3 | 36.32% | Reducidas |
|
| 1013 |
Jones Financial Companies
Des Peres,
Missouri
| USD 130 M | -USD 1.83 M | 11 | 0.21% | Reducidas |
|
| 1014 |
Siemens Fonds Invest
Munich,
Germany
| USD 130 M | -USD 10.8 M | 10 | 13.13% | Reducidas |
|
| 1015 |
Capital Group Investment Management
Raffles Quay,
Singapore
| USD 130 M | -USD 29.7 M | 5 | 8.43% | Reducidas |
|
| 1016 |
Donaldson Capital Management
Evansville,
Indiana
| USD 130 M | +USD 246 k | 6 | 6.1% | Aumentadas |
|
| 1017 |
U.S. Capital Wealth Advisors
Austin,
Texas
| USD 129 M | -USD 3.95 M | 8 | 5.82% | Reducidas |
|
| 1018 |
Brookstone Capital Management
Wheaton,
Illinois
| USD 129 M | -USD 5.1 M | 9 | 2.84% | Reducidas |
|
| 1019 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 129 M | +USD 933 k | 5 | 8.6% | Aumentadas |
|
| 1020 |
Parsons Capital Management
Providence,
Rhode Island
| USD 129 M | +USD 1.18 M | 8 | 10.2% | Aumentadas |
|
| 1021 |
Two Creeks Capital Management
New York
| USD 129 M | -USD 8.74 M | 2 | 8.31% | Reducidas |
|
| 1022 |
Alta Park Capital
San Francisco,
California
| USD 129 M | -USD 43.3 M | 4 | 15.94% | Reducidas |
|
| 1023 |
Cadian Capital Management
New York
| USD 129 M | -USD 5.56 M | 2 | 5.18% | Reducidas |
|
| 1024 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 128 M | +USD 27.4 M | 7 | 3.41% | Aumentadas |
|
| 1025 |
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 128 M | +USD 4.46 M | 3 | 45.86% | Aumentadas |
|