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 |
Amazon.com Inc
Seattle,
Washington
| USD 191 M | USD 0 | 1 | 7.08% | Mantenido |
|
| 1002 |
Gladstone Capital Management
London,
United Kingdom
| USD 190 M | -USD 195 M | 4 | 15.83% | Reducidas |
|
| 1003 |
Soma Equity Partners
San Francisco,
California
| USD 190 M | -USD 15.7 M | 2 | 10.49% | Reducidas |
|
| 1004 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 190 M | +USD 26.4 M | 5 | 22.75% | Aumentadas |
|
| 1005 |
Todd Asset Management
Louisville,
Kentucky
| USD 190 M | +USD 13.1 M | 6 | 4.54% | Aumentadas |
|
| 1006 |
Southpoint Capital Advisors
New York
| USD 190 M | -USD 21.3 M | 1 | 4.45% | Reducidas |
|
| 1007 |
Keystone Investors
Singapore
| USD 189 M | +USD 110 M | 4 | 13.21% | Aumentadas |
|
| 1008 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 188 M | +USD 2.51 M | 6 | 13.11% | Aumentadas |
|
| 1009 |
Oribel Capital Management
New York
| USD 188 M | +USD 79.1 M | 4 | 6.42% | Aumentadas |
|
| 1010 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 188 M | +USD 4.64 M | 4 | 24.28% | Aumentadas |
|
| 1011 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 187 M | -USD 1.65 M | 8 | 31.5% | Reducidas |
|
| 1012 |
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 187 M | -USD 461 k | 16 | 13.68% | Reducidas |
|
| 1013 |
Canada Post Corporation Pension Plan
Toronto,
Canada
| USD 187 M | +USD 184 M | 8 | 11.05% | Nuevas |
|
| 1014 |
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 187 M | +USD 4.3 M | 8 | 10.3% | Aumentadas |
|
| 1015 |
Montag & Associates
Atlanta,
Georgia
| USD 187 M | -USD 1.14 M | 14 | 8.87% | Reducidas |
|
| 1016 |
HS Management Partners
New York
| USD 187 M | -USD 35.3 M | 3 | 12.83% | Reducidas |
|
| 1017 |
Rockland Trust
Hanover,
Massachusetts
| USD 187 M | +USD 2.63 M | 7 | 9.49% | Aumentadas |
|
| 1018 |
TP
Theleme Partners
London,
United Kingdom
| USD 186 M | +USD 38.9 M | 1 | 12.5% | Aumentadas |
|
| 1019 |
North Star Asset Management
Neenah,
Wisconsin
| USD 186 M | -USD 886 k | 7 | 8.25% | Reducidas |
|
| 1020 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 186 M | -USD 792 k | 6 | 10.72% | Reducidas |
|
| 1021 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 186 M | -USD 1.25 M | 4 | 14.8% | Reducidas |
|
| 1022 |
Grace & Mercy Foundation
New York
| USD 186 M | -USD 12.4 M | 3 | 41.89% | Reducidas |
|
| 1023 |
YHB Investment Advisors
West Hartford,
Connecticut
| USD 185 M | +USD 1.66 M | 6 | 15.19% | Aumentadas |
|
| 1024 |
Sonora Investment Management Group
Tucson,
Arizona
| USD 184 M | +USD 2.28 M | 6 | 14.1% | Aumentadas |
|
| 1025 |
Avity Investment Management
Greenwich,
Connecticut
| USD 183 M | -USD 2.68 M | 6 | 14.37% | Reducidas |
|