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 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 88 M | +USD 18.7 M | 2 | 2.92% | Aumentadas |
|
| 1027 |
J.M. Forbes & Co
Boston,
Massachusetts
| USD 87.9 M | +USD 303 k | 5 | 15.68% | Aumentadas |
|
| 1028 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 87.7 M | +USD 275 k | 3 | 20.91% | Aumentadas |
|
| 1029 |
Majedie Asset Management
London,
United Kingdom
| USD 87.7 M | +USD 3.74 M | 4 | 6.7% | Aumentadas |
|
| 1030 |
Ovata Capital Management
Hong Kong
| USD 87.6 M | +USD 7.59 M | 5 | 26.19% | Aumentadas |
|
| 1031 |
Atika Capital Management
New York
| USD 87.3 M | -USD 18.2 M | 5 | 11.28% | Reducidas |
|
| 1032 |
Main Street Research
Lakeville,
Connecticut
| USD 87.3 M | +USD 7.04 M | 6 | 13.69% | Aumentadas |
|
| 1033 |
Two Creeks Capital Management
New York
| USD 87.2 M | USD 0 | 1 | 6.08% | Mantenido |
|
| 1034 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 87.1 M | -USD 623 k | 7 | 7.62% | Reducidas |
|
| 1035 |
Middleton & Co
Boston,
Massachusetts
| USD 86.7 M | -USD 818 k | 5 | 12.48% | Reducidas |
|
| 1036 |
Moors & Cabot
Boston,
Massachusetts
| USD 86.4 M | +USD 5.32 M | 13 | 9.21% | Aumentadas |
|
| 1037 |
Atreides Management
Boston,
Massachusetts
| USD 86.3 M | -USD 21.2 M | 3 | 12.19% | Reducidas |
|
| 1038 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 86.3 M | -USD 523 k | 6 | 8.39% | Reducidas |
|
| 1039 |
Donaldson Capital Management
Evansville,
Indiana
| USD 86.3 M | +USD 4.26 M | 5 | 6.27% | Aumentadas |
|
| 1040 |
Mark Asset Management
New York
| USD 86.1 M | -USD 8.97 M | 5 | 16.26% | Reducidas |
|
| 1041 |
Frontier Investment Management
Dallas,
Texas
| USD 85.9 M | +USD 984 k | 9 | 5.31% | Aumentadas |
|
| 1042 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 85.7 M | -USD 12.4 M | 5 | 9.64% | Reducidas |
|
| 1043 |
Snowden Capital Advisors
New York
| USD 85.4 M | +USD 7.7 M | 11 | 7.3% | Aumentadas |
|
| 1044 |
Darrell & King
Charlottesville,
Virginia
| USD 85.4 M | -USD 52.2 M | 4 | 15.81% | Reducidas |
|
| 1045 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 85.3 M | +USD 6.05 M | 4 | 14.63% | Aumentadas |
|
| 1046 |
TFM
TPI Fund Managers
London,
United Kingdom
| USD 85 M | +USD 6.81 M | 4 | 19.72% | Aumentadas |
|
| 1047 |
LCM
Lomas Capital Management
New York
| USD 84.8 M | -USD 147 M | 2 | 18% | Reducidas |
|
| 1048 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 84.7 M | -USD 4.24 M | 6 | 12.04% | Reducidas |
|
| 1049 |
Meag Munich Ergo
Munich,
Germany
| USD 84.7 M | +USD 7.17 M | 6 | 15.89% | Aumentadas |
|
| 1050 |
Ledyard National Bank
| USD 84.6 M | -USD 807 k | 6 | 11.28% | Reducidas |
|