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 |
Silvant Capital Management
Atlanta,
Georgia
| USD 128 M | -USD 19.6 M | 9 | 22.88% | Reducidas |
|
| 1027 |
Majedie Asset Management
London,
United Kingdom
| USD 128 M | +USD 5.7 M | 4 | 9.67% | Aumentadas |
|
| 1028 |
Doyle Wealth Management
St. Petersburg,
Florida
| USD 128 M | -USD 156 k | 6 | 10.16% | Reducidas |
|
| 1029 |
Oribel Capital Management
New York
| USD 127 M | +USD 43.4 M | 6 | 5.32% | Aumentadas |
|
| 1030 |
Andra AP-fonden
Goteborg,
Sweden
| USD 127 M | -USD 4.05 M | 14 | 2.62% | Reducidas |
|
| 1031 |
ALAM
Asahi Life Asset Management
Tokyo,
Japan
| USD 127 M | +USD 15.1 M | 9 | 17.33% | Aumentadas |
|
| 1032 |
Ithaka Group
Arlington,
Virginia
| USD 126 M | -USD 2.07 M | 4 | 15.38% | Reducidas |
|
| 1033 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 126 M | +USD 246 k | 8 | 8.58% | Aumentadas |
|
| 1034 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 126 M | -USD 7.63 M | 4 | 10.29% | Reducidas |
|
| 1035 |
Harbor Investment Advisory
Lutherville,
Maryland
| USD 126 M | +USD 687 k | 18 | 17.02% | Aumentadas |
|
| 1036 |
Capital Fund Management (CFM)
Paris,
France
| USD 125 M | +USD 55.1 M | 11 | 0.93% | Aumentadas |
|
| 1037 |
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 125 M | +USD 64.8 M | 11 | 16.51% | Aumentadas |
|
| 1038 |
Allstate Corporation
Northbrook,
Illinois
| USD 125 M | -USD 10.6 M | 11 | 5.17% | Reducidas |
|
| 1039 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 125 M | -USD 11.9 M | 9 | 12.78% | Reducidas |
|
| 1040 |
Polunin Capital Partners
London,
United Kingdom
| USD 125 M | +USD 63.4 M | 1 | 100% | Aumentadas |
|
| 1041 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 125 M | USD 0 | 2 | 1.63% | Mantenido |
|
| 1042 |
Capula Management
Grand Cayman,
Cayman Islands
| USD 125 M | +USD 108 M | 13 | 1.53% | Aumentadas |
|
| 1043 |
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 125 M | +USD 3.45 M | 3 | 8.96% | Aumentadas |
|
| 1044 |
Churchill Management
Los Angeles,
California
| USD 124 M | +USD 2.22 M | 6 | 1.87% | Aumentadas |
|
| 1045 |
Kerrisdale Advisers
Miami,
Florida
| USD 124 M | -USD 1.67 M | 4 | 13.47% | Reducidas |
|
| 1046 |
Parsons Capital Management
Providence,
Rhode Island
| USD 124 M | -USD 1.07 M | 9 | 9.7% | Reducidas |
|
| 1047 |
Makena Capital Management
Menlo Park,
California
| USD 124 M | -USD 251 M | 6 | 20.95% | Reducidas |
|
| 1048 |
Provident Investment Management
Novi,
Michigan
| USD 123 M | -USD 2.12 M | 3 | 11.79% | Reducidas |
|
| 1049 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| USD 123 M | +USD 7.27 M | 9 | 7.33% | Aumentadas |
|
| 1050 |
Insight Holdings Group
New York
| USD 123 M | +USD 104 M | 4 | 1.13% | Aumentadas |
|