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 |
SignatureFD
Atlanta,
Georgia
| USD 102 M | +USD 5.47 M | 29 | 2.77% | Aumentadas |
|
| 1052 |
SCM
Steadfast Capital Management
New York
| USD 102 M | -USD 56.4 M | 1 | 3.06% | Reducidas |
|
| 1053 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 101 M | -USD 5.68 M | 5 | 5.51% | Reducidas |
|
| 1054 |
Equitable Holdings
New York
| USD 101 M | +USD 3.93 M | 8 | 1.62% | Aumentadas |
|
| 1055 |
Kadensa Capital
Central,
Hong Kong
| USD 101 M | +USD 16.9 M | 2 | 20.19% | Aumentadas |
|
| 1056 |
Jag Capital Management
St Louis,
Missouri
| USD 101 M | -USD 132 k | 5 | 13.03% | Reducidas |
|
| 1057 |
Aaron Wealth Advisors
Chicago,
Illinois
| USD 101 M | -USD 6 M | 7 | 13.85% | Reducidas |
|
| 1058 |
Kirkoswald Asset Management
New York
| USD 101 M | +USD 98.7 M | 1 | 47.02% | Nuevas |
|
| 1059 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 101 M | +USD 447 k | 7 | 10.66% | Aumentadas |
|
| 1060 |
Cullen Capital Management
New York
| USD 100 M | +USD 23.5 M | 4 | 0.92% | Aumentadas |
|
| 1061 |
Two Sigma Securities
New York
| USD 100 M | +USD 54.4 M | 16 | 2.01% | Aumentadas |
|
| 1062 |
Fullerton Fund Management
Singapore
| USD 100 M | +USD 8.55 M | 3 | 7.62% | Aumentadas |
|
| 1063 |
Caprock Group
Boise,
Idaho
| USD 100 M | +USD 10.1 M | 12 | 7.75% | Aumentadas |
|
| 1064 |
Point72 Hong Kong
Hong Kong
| USD 100 M | +USD 27.2 M | 2 | 24.34% | Aumentadas |
|
| 1065 |
Savant Capital
Rockford,
Illinois
| USD 100 M | +USD 15.8 M | 10 | 1.85% | Aumentadas |
|
| 1066 |
Styrax Capital
New York
| USD 99.4 M | -USD 37.2 M | 1 | 15.55% | Reducidas |
|
| 1067 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 99.3 M | +USD 16.7 M | 6 | 1.98% | Aumentadas |
|
| 1068 |
Brookstone Capital Management
Wheaton,
Illinois
| USD 99.1 M | +USD 14.4 M | 7 | 1.93% | Aumentadas |
|
| 1069 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 99 M | +USD 674 k | 6 | 5.85% | Aumentadas |
|
| 1070 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 99 M | -USD 502 k | 4 | 11.04% | Reducidas |
|
| 1071 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 98.8 M | -USD 5.14 M | 2 | 6.55% | Reducidas |
|
| 1072 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 98.4 M | +USD 61.5 M | 3 | 7.49% | Aumentadas |
|
| 1073 |
Central Securities
New York
| USD 97.7 M | -USD 2.55 M | 3 | 12.18% | Reducidas |
|
| 1074 |
Madrona Venture Group
Seattle,
Washington
| USD 97.5 M | USD 0 | 1 | 39.51% | Mantenido |
|
| 1075 |
Grimes & Company
Westborough,
Massachusetts
| USD 97.3 M | +USD 9.6 M | 9 | 3.99% | Aumentadas |
|