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 |
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 169 M | -USD 82.1 M | 4 | 4.66% | Reducidas |
|
| 1002 |
Leonteq Securities AG
Zurich,
Switzerland
| USD 169 M | +USD 68.4 M | 23 | 9.52% | Aumentadas |
|
| 1003 |
PointState Capital
New York
| USD 168 M | +USD 43.1 M | 2 | 2.44% | Aumentadas |
|
| 1004 |
Quadrant Capital Group
Cincinnati,
Ohio
| USD 168 M | +USD 85 M | 26 | 6.25% | Aumentadas |
|
| 1005 |
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 168 M | +USD 6.33 M | 10 | 9.7% | Aumentadas |
|
| 1006 |
Provident Investment Management
Novi,
Michigan
| USD 167 M | +USD 1.5 M | 4 | 15.73% | Aumentadas |
|
| 1007 |
Howard Capital Management
Roswell,
Georgia
| USD 167 M | -USD 23.4 M | 10 | 4.19% | Reducidas |
|
| 1008 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 167 M | +USD 720 k | 6 | 12.55% | Aumentadas |
|
| 1009 |
Armistice Capital
New York
| USD 166 M | +USD 48.1 M | 6 | 2.49% | Aumentadas |
|
| 1010 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 166 M | +USD 5.73 M | 4 | 20.78% | Aumentadas |
|
| 1011 |
Albion Financial Group
Salt Lake City,
Utah
| USD 166 M | +USD 369 k | 13 | 11.75% | Aumentadas |
|
| 1012 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 166 M | -USD 4.86 M | 6 | 11.99% | Reducidas |
|
| 1013 |
Grace & Mercy Foundation
New York
| USD 165 M | +USD 7.04 M | 3 | 41.25% | Aumentadas |
|
| 1014 |
NBT Bank
Norwich,
New York
| USD 165 M | -USD 2.66 M | 11 | 11.92% | Reducidas |
|
| 1015 |
Hosking Partners
London,
United Kingdom
| USD 165 M | -USD 2.48 M | 2 | 6.96% | Reducidas |
|
| 1016 |
Manchester Global Management
London,
United Kingdom
| USD 165 M | +USD 21.2 M | 3 | 24.56% | Aumentadas |
|
| 1017 |
Insight Holdings Group
New York
| USD 164 M | -USD 31.1 M | 3 | 12.7% | Reducidas |
|
| 1018 |
Alphadyne Asset Management
New York
| USD 164 M | +USD 9.07 M | 1 | 13.5% | Aumentadas |
|
| 1019 |
RiverFront Investment Group
Richmond,
Virginia
| USD 164 M | +USD 19.5 M | 6 | 3.64% | Aumentadas |
|
| 1020 |
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 164 M | -USD 35 M | 7 | 9.82% | Reducidas |
|
| 1021 |
China Universal Asset Management Company
Shanghai,
China
| USD 162 M | +USD 26.1 M | 9 | 15.07% | Aumentadas |
|
| 1022 |
TP
Theleme Partners
London,
United Kingdom
| USD 162 M | USD 0 | 1 | 12.71% | Mantenido |
|
| 1023 |
Rockland Trust
Hanover,
Massachusetts
| USD 162 M | +USD 1.16 M | 7 | 8.12% | Aumentadas |
|
| 1024 |
North Star Asset Management
Neenah,
Wisconsin
| USD 161 M | +USD 1.04 M | 7 | 7.36% | Aumentadas |
|
| 1025 |
Kanawha Capital Management
Richmond,
Virginia
| USD 161 M | +USD 2.17 M | 6 | 12.53% | Aumentadas |
|