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 |
Bank of the West
Monterey Park,
California
| USD 107 M | +USD 1.77 M | 8 | 12.5% | Aumentadas |
|
| 1027 |
Vista Equity Partners Management
San Francisco,
California
| USD 107 M | +USD 3.86 M | 4 | 1.45% | Aumentadas |
|
| 1028 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 107 M | -USD 360 k | 4 | 22.17% | Reducidas |
|
| 1029 |
Central Securities
New York
| USD 107 M | +USD 8.33 M | 4 | 13.81% | Aumentadas |
|
| 1030 |
GW & Wade
Wellesley,
Massachusetts
| USD 107 M | +USD 18.3 M | 10 | 6.48% | Aumentadas |
|
| 1031 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 107 M | -USD 9.18 M | 9 | 4.5% | Reducidas |
|
| 1032 |
Glynn Capital Management
Menlo Park,
California
| USD 106 M | -USD 52 M | 6 | 10.3% | Reducidas |
|
| 1033 |
Capital Investment Advisors
Atlanta,
Georgia
| USD 106 M | +USD 2.4 M | 8 | 4.44% | Aumentadas |
|
| 1034 |
Parsons Capital Management
Providence,
Rhode Island
| USD 106 M | -USD 175 k | 9 | 9.13% | Reducidas |
|
| 1035 |
Moors & Cabot
Boston,
Massachusetts
| USD 106 M | +USD 2.72 M | 14 | 8.89% | Aumentadas |
|
| 1036 |
Atika Capital Management
New York
| USD 106 M | -USD 8.76 M | 6 | 8.27% | Reducidas |
|
| 1037 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 105 M | +USD 1.39 M | 3 | 20.31% | Aumentadas |
|
| 1038 |
Lombard Odier Asset Management (USA)
New York
| USD 105 M | +USD 54.2 M | 7 | 5.05% | Aumentadas |
|
| 1039 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 105 M | -USD 14.1 M | 4 | 6.14% | Reducidas |
|
| 1040 |
First American Bank
Dundee,
Illinois
| USD 105 M | -USD 5.74 M | 6 | 7.04% | Reducidas |
|
| 1041 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 105 M | -USD 3.04 M | 8 | 8.08% | Reducidas |
|
| 1042 |
Jasper Ridge Partners
Menlo Park,
California
| USD 105 M | +USD 4.49 M | 9 | 4.64% | Aumentadas |
|
| 1043 |
Becker Capital Management
Portland,
Oregon
| USD 105 M | -USD 1.49 M | 6 | 5.17% | Reducidas |
|
| 1044 |
MKP Capital Management
New York
| USD 105 M | +USD 73.8 M | 1 | 7.03% | Aumentadas |
|
| 1045 |
APEIRON Capital Ltd
Hong Kong
| USD 104 M | +USD 111 M | 3 | 50.33% | Nuevas |
|
| 1046 |
Joel Isaacson & Co
New York
| USD 104 M | +USD 63.9 M | 11 | 10.16% | Aumentadas |
|
| 1047 |
Bainco International Investors
Boston,
Massachusetts
| USD 104 M | +USD 2.63 M | 6 | 11.87% | Aumentadas |
|
| 1048 |
Vestor Capital
Chicago,
Illinois
| USD 104 M | -USD 3.27 M | 10 | 12.53% | Reducidas |
|
| 1049 |
Act Two Investors
Santa Cruz,
California
| USD 104 M | +USD 5.77 M | 5 | 26.11% | Aumentadas |
|
| 1050 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 103 M | -USD 873 k | 6 | 6.2% | Reducidas |
|