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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 52.1 M | -USD 7.37 M | 3 | 9.91% | Reducidas |
|
| 1052 |
KCM
Keywise Capital Management
Grand Cayman,
Cayman Islands
| USD 52 M | -USD 17 M | 1 | 20.56% | Reducidas |
|
| 1053 |
SCPM
Social Capital PEP Management
Palo Alto,
California
| USD 52 M | +USD 49.5 M | 2 | 32.39% | Nuevas |
|
| 1054 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 51.9 M | -USD 175 k | 8 | 7.15% | Reducidas |
|
| 1055 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 51.9 M | +USD 66.9 k | 4 | 24.16% | Aumentadas |
|
| 1056 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 51.8 M | -USD 1.19 M | 4 | 9.82% | Reducidas |
|
| 1057 |
Destination Wealth Management
Walnut Creek,
California
| USD 51.7 M | +USD 426 k | 6 | 3.14% | Aumentadas |
|
| 1058 |
ARTA
A.R.T. Advisors
New York
| USD 51.6 M | -USD 7.07 M | 8 | 2.29% | Reducidas |
|
| 1059 |
PAM
Private Asset Management
San Diego,
California
| USD 51.4 M | -USD 1.46 M | 7 | 8.17% | Reducidas |
|
| 1060 |
CapWealth Advisors
Franklin,
Tennessee
| USD 51.2 M | +USD 5.26 M | 6 | 9.22% | Aumentadas |
|
| 1061 |
Eagle Global Advisors
Houston,
Texas
| USD 51.2 M | +USD 6.68 M | 7 | 1.6% | Aumentadas |
|
| 1062 |
UAM
UAS Asset Management
New York
| USD 51.1 M | -USD 4.98 M | 5 | 23.69% | Reducidas |
|
| 1063 |
Main Street Research
Lakeville,
Connecticut
| USD 51 M | +USD 1.14 M | 6 | 7.77% | Aumentadas |
|
| 1064 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 50.9 M | -USD 766 k | 10 | 4.17% | Reducidas |
|
| 1065 |
AAM
Amerigo Asset Management
George Town,
Cayman Islands
| USD 50.9 M | +USD 53.5 M | 1 | 6.02% | Nuevas |
|
| 1066 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
| USD 50.9 M | +USD 22 M | 2 | 6.33% | Aumentadas |
|
| 1067 |
Hikari Power
Tokyo,
Japan
| USD 50.8 M | +USD 654 k | 2 | 6% | Aumentadas |
|
| 1068 |
LCM
Lomas Capital Management
New York
| USD 50.8 M | -USD 33.6 M | 2 | 10.23% | Reducidas |
|
| 1069 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 50.8 M | -USD 2.2 M | 7 | 8.11% | Reducidas |
|
| 1070 |
RCM
Roystone Capital Management
New York
| USD 50.7 M | -USD 6.67 M | 2 | 4.95% | Reducidas |
|
| 1071 |
NC
Nightview Capital
Austin,
Texas
| USD 50.5 M | +USD 47.5 M | 1 | 18.76% | Nuevas |
|
| 1072 |
MAI Capital Management
Independence,
Ohio
| USD 50.5 M | +USD 2.85 M | 7 | 2.87% | Aumentadas |
|
| 1073 |
FAB
First American Bank
Dundee,
Illinois
| USD 50.2 M | -USD 59.7 k | 7 | 3.81% | Reducidas |
|
| 1074 |
CPH
C Partners Holding
Zurich,
Switzerland
| USD 50.2 M | -USD 37.2 M | 7 | 20.49% | Reducidas |
|
| 1075 |
TM
Tikvah Management
Charlotte,
North Carolina
| USD 50.1 M | USD 0 | 3 | 20.14% | Mantenido |
|