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 |
Fairfield, Bush & Co
Darien,
Connecticut
| USD 58.1 M | -USD 4.29 M | 9 | 19.97% | Reducidas |
|
| 1027 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 57.8 M | -USD 2.33 M | 6 | 9.44% | Reducidas |
|
| 1028 |
Advisor Partners
Walnut Creek,
California
| USD 57.6 M | +USD 3.63 M | 10 | 9.21% | Aumentadas |
|
| 1029 |
Odey Asset Management Group
London,
United Kingdom
| USD 57.4 M | +USD 5.42 M | 4 | 5.08% | Aumentadas |
|
| 1030 |
AssetMark Inc
Concord,
California
| USD 57.4 M | +USD 755 k | 15 | 0.55% | Aumentadas |
|
| 1031 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 57.3 M | -USD 1.88 M | 4 | 7.47% | Reducidas |
|
| 1032 |
Buckingham Capital Management (New York)
New York
| USD 57.2 M | -USD 3.14 M | 3 | 8.62% | Reducidas |
|
| 1033 |
Old Republic International (ORI)
Chicago,
Illinois
| USD 56.8 M | USD 0 | 1 | 1.69% | Mantenido |
|
| 1034 |
GW&K Investment Management
Boston,
Massachusetts
| USD 56.5 M | +USD 27.5 M | 3 | 1.12% | Aumentadas |
|
| 1035 |
AG
Artal Group
Luxembourg
| USD 56.5 M | +USD 51.3 M | 1 | 2.09% | Aumentadas |
|
| 1036 |
ThornTree Capital Partners
Boston,
Massachusetts
| USD 56.5 M | +USD 32 M | 3 | 17.75% | Aumentadas |
|
| 1037 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 56.5 M | +USD 1.37 M | 7 | 4.66% | Aumentadas |
|
| 1038 |
Parthenon LLC
Louisville,
Kentucky
| USD 56.4 M | +USD 11.9 k | 4 | 13.89% | Aumentadas |
|
| 1039 |
Parsons Capital Management
Providence,
Rhode Island
| USD 56.3 M | +USD 1.98 M | 8 | 6.92% | Aumentadas |
|
| 1040 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 56.1 M | +USD 20 M | 20 | 2.65% | Aumentadas |
|
| 1041 |
KAS
Kemnay Advisory Services
New York
| USD 56 M | -USD 7.13 M | 6 | 21% | Reducidas |
|
| 1042 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 56 M | -USD 2.81 M | 9 | 8.67% | Reducidas |
|
| 1043 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 55.7 M | +USD 12.2 M | 6 | 11.09% | Aumentadas |
|
| 1044 |
East Coast Asset Management
Essex,
Massachusetts
| USD 55.7 M | +USD 517 k | 5 | 17.08% | Aumentadas |
|
| 1045 |
Cullen Capital Management
New York
| USD 55.5 M | -USD 28.4 k | 2 | 2.39% | Reducidas |
|
| 1046 |
Front Barnett Associates
Chicago,
Illinois
| USD 55.5 M | +USD 95.1 k | 4 | 10.12% | Aumentadas |
|
| 1047 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 55.4 M | +USD 574 k | 6 | 5.01% | Aumentadas |
|
| 1048 |
Institutional Venture Management XIV
Menlo Park,
California
| USD 55.3 M | USD 0 | 1 | 43.31% | Mantenido |
|
| 1049 |
Brinker Capital
Berwyn,
Pennsylvania
| USD 55.3 M | -USD 3.03 M | 10 | 2.44% | Reducidas |
|
| 1050 |
Assured Investment Management
New York
| USD 55.2 M | +USD 32.8 M | 12 | 1.56% | Aumentadas |
|