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 |
Caprock Group
Boise,
Idaho
| USD 155 M | +USD 5.48 M | 12 | 8.9% | Aumentadas |
|
| 1027 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 155 M | -USD 35 M | 7 | 15.8% | Reducidas |
|
| 1028 |
Equitable Trust
Nashville,
Tennessee
| USD 155 M | -USD 3.01 M | 7 | 10.73% | Reducidas |
|
| 1029 |
Jasper Ridge Partners
Menlo Park,
California
| USD 155 M | USD 0 | 9 | 4.86% | Mantenido |
|
| 1030 |
Nixon Peabody Trust
Boston,
Massachusetts
| USD 154 M | +USD 6.2 M | 5 | 14.16% | Aumentadas |
|
| 1031 |
Ninety One
Cape Town,
South Africa
| USD 154 M | +USD 20.5 M | 4 | 22.21% | Aumentadas |
|
| 1032 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 154 M | -USD 785 k | 15 | 7.52% | Reducidas |
|
| 1033 |
GAMCO Investors
Greenwich,
Connecticut
| USD 154 M | -USD 13.1 M | 9 | 1.55% | Reducidas |
|
| 1034 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 154 M | +USD 3.88 M | 6 | 12.64% | Aumentadas |
|
| 1035 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 153 M | -USD 2.31 M | 7 | 13.27% | Reducidas |
|
| 1036 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 153 M | +USD 53.1 M | 9 | 12.13% | Aumentadas |
|
| 1037 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 153 M | +USD 3.85 M | 6 | 13.72% | Aumentadas |
|
| 1038 |
Varenne Capital Partners
Paris,
France
| USD 152 M | +USD 66.5 M | 3 | 23.88% | Aumentadas |
|
| 1039 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 152 M | +USD 6.6 M | 6 | 10.27% | Aumentadas |
|
| 1040 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 152 M | -USD 596 k | 3 | 9.49% | Reducidas |
|
| 1041 |
Tran Capital Management
San Rafael,
California
| USD 151 M | -USD 21.7 M | 3 | 16.83% | Reducidas |
|
| 1042 |
Cullen Capital Management
New York
| USD 151 M | +USD 44.7 M | 4 | 1.68% | Aumentadas |
|
| 1043 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 150 M | -USD 8.07 M | 3 | 15.4% | Reducidas |
|
| 1044 |
McDaniel Terry & Co
Austin,
Texas
| USD 150 M | -USD 1.77 M | 5 | 13.35% | Reducidas |
|
| 1045 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 150 M | -USD 1.96 M | 7 | 6.05% | Reducidas |
|
| 1046 |
Act Two Investors
Santa Cruz,
California
| USD 150 M | +USD 1.38 M | 5 | 30.04% | Aumentadas |
|
| 1047 |
Clough Capital Partners
Boston,
Massachusetts
| USD 150 M | -USD 18.2 M | 3 | 16.44% | Reducidas |
|
| 1048 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 149 M | +USD 9.12 M | 7 | 7.95% | Aumentadas |
|
| 1049 |
Alta Park Capital
San Francisco,
California
| USD 149 M | +USD 12.5 M | 5 | 14.94% | Aumentadas |
|
| 1050 |
Cortland Associates
St Louis,
Missouri
| USD 149 M | +USD 22.1 M | 5 | 19.23% | Aumentadas |
|