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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 54.6 M | -USD 446 k | 8 | 5.43% | Reducidas |
|
| 1027 |
IVMX
Institutional Venture Management XIV
Menlo Park,
California
| USD 54.5 M | +USD 57.3 M | 1 | 18.68% | Nuevas |
|
| 1028 |
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 54.5 M | -USD 3.65 M | 8 | 7.15% | Reducidas |
|
| 1029 |
Brinker Capital
Berwyn,
Pennsylvania
| USD 54.5 M | -USD 1.97 M | 10 | 2.12% | Reducidas |
|
| 1030 |
SC
Stralem & Co
New York
| USD 54.5 M | -USD 16.4 M | 3 | 9.25% | Reducidas |
|
| 1031 |
PCP
Polunin Capital Partners
London,
United Kingdom
| USD 54.4 M | +USD 45.9 M | 1 | 19.58% | Nuevas |
|
| 1032 |
TAM
Tyers Asset Management
Austin,
Texas
| USD 54.4 M | +USD 1.24 M | 6 | 1.9% | Aumentadas |
|
| 1033 |
Halsey Associates
New Haven,
Connecticut
| USD 54.3 M | +USD 2.83 M | 5 | 9.28% | Aumentadas |
|
| 1034 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 54.1 M | -USD 7.46 M | 1 | 7.7% | Reducidas |
|
| 1035 |
Parthenon LLC
Louisville,
Kentucky
| USD 53.7 M | -USD 557 k | 4 | 12.11% | Reducidas |
|
| 1036 |
BCM
Bares Capital Management
Austin,
Texas
| USD 53.7 M | +USD 11.1 M | 1 | 2.24% | Aumentadas |
|
| 1037 |
Parsons Capital Management
Providence,
Rhode Island
| USD 53.5 M | -USD 756 k | 7 | 5.96% | Reducidas |
|
| 1038 |
Summit Trail Advisors
New York
| USD 53.5 M | +USD 47.2 M | 16 | 6.75% | Nuevas |
|
| 1039 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 53.4 M | +USD 1.29 M | 11 | 3.89% | Aumentadas |
|
| 1040 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 53.4 M | -USD 6.07 M | 6 | 0.54% | Reducidas |
|
| 1041 |
VEPM
Vista Equity Partners Management
San Francisco,
California
| USD 53.3 M | +USD 10.8 M | 4 | 6.06% | Aumentadas |
|
| 1042 |
ETrade Capital Management
Arlington,
Virginia
| USD 53.2 M | +USD 3.76 M | 10 | 1.7% | Aumentadas |
|
| 1043 |
River Road Asset Management
Louisville,
Kentucky
| USD 53.1 M | -USD 1.61 M | 2 | 1.01% | Reducidas |
|
| 1044 |
FCM
Freshford Capital Management
Rye Brook,
New York
| USD 53 M | +USD 13.7 M | 1 | 9.77% | Aumentadas |
|
| 1045 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
| USD 52.9 M | -USD 328 k | 5 | 2.64% | Reducidas |
|
| 1046 |
SAM
Symphony Asset Management
San Francisco,
California
| USD 52.9 M | -USD 2.91 M | 6 | 5.38% | Reducidas |
|
| 1047 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 52.9 M | +USD 51.4 M | 2 | 0.56% | Nuevas |
|
| 1048 |
Middleton & Co
Boston,
Massachusetts
| USD 52.4 M | -USD 5.13 M | 6 | 8.8% | Reducidas |
|
| 1049 |
Front Barnett Associates
Chicago,
Illinois
| USD 52.2 M | -USD 1.01 M | 6 | 8.66% | Reducidas |
|
| 1050 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
| USD 52.2 M | +USD 11.1 M | 6 | 2.4% | Aumentadas |
|