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 |
Ghisallo Capital Management
Boston,
Massachusetts
| USD 213 M | +USD 128 M | 5 | 6.97% | Aumentadas |
|
| 1052 |
Fernbridge Capital Management
Los Angeles,
California
| USD 213 M | +USD 95 M | 2 | 10.37% | Aumentadas |
|
| 1053 |
NorthRock Partners
Minneapolis,
Minnesota
| USD 212 M | +USD 32.5 M | 14 | 3.83% | Aumentadas |
|
| 1054 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 212 M | -USD 17 M | 4 | 23.12% | Reducidas |
|
| 1055 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 212 M | -USD 2.39 M | 7 | 10.18% | Reducidas |
|
| 1056 |
Sienna Gestion
Paris,
France
| USD 212 M | +USD 39 M | 7 | 14.81% | Aumentadas |
|
| 1057 |
LGT Fund Management
Vaduz,
Liechtenstein
| USD 212 M | +USD 6.91 M | 10 | 17.14% | Aumentadas |
|
| 1058 |
Univest Financial
Souderton,
Pennsylvania
| USD 211 M | -USD 8.52 M | 6 | 11.83% | Reducidas |
|
| 1059 |
Modern Wealth Management
Lenexa,
Kansas
| USD 211 M | +USD 56.2 M | 8 | 4.18% | Aumentadas |
|
| 1060 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 211 M | -USD 37.3 M | 1 | 2.14% | Reducidas |
|
| 1061 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 211 M | +USD 873 k | 14 | 8.43% | Aumentadas |
|
| 1062 |
Mark Asset Management
New York
| USD 211 M | +USD 16.5 M | 5 | 15.17% | Aumentadas |
|
| 1063 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 210 M | -USD 3.32 M | 2 | 16.97% | Reducidas |
|
| 1064 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 210 M | -USD 2.46 M | 13 | 10% | Reducidas |
|
| 1065 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 210 M | -USD 1.9 M | 4 | 3.61% | Reducidas |
|
| 1066 |
Caisse Des Depots Et Consignations
Paris,
France
| USD 210 M | +USD 11.4 M | 10 | 8.93% | Aumentadas |
|
| 1067 |
GAMMA Investing
Foster City,
California
| USD 209 M | +USD 15.8 M | 27 | 11.52% | Aumentadas |
|
| 1068 |
Narwhal Capital Management
Marietta,
Georgia
| USD 209 M | +USD 1.43 M | 5 | 15.46% | Aumentadas |
|
| 1069 |
TC
Torno Capital
Cohasset,
Massachusetts
| USD 208 M | +USD 98 M | 2 | 9.07% | Aumentadas |
|
| 1070 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 208 M | +USD 99.4 M | 2 | 42.6% | Aumentadas |
|
| 1071 |
Vise Technologies
New York
| USD 207 M | -USD 34.2 M | 16 | 7.72% | Reducidas |
|
| 1072 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 207 M | -USD 20.5 M | 9 | 4.84% | Reducidas |
|
| 1073 |
CreativeOne Wealth
Overland Park,
Kansas
| USD 207 M | +USD 2.99 M | 13 | 5.05% | Aumentadas |
|
| 1074 |
Atomi Financial Group
New York
| USD 207 M | +USD 17.4 M | 15 | 6.68% | Aumentadas |
|
| 1075 |
Montag & Associates
Atlanta,
Georgia
| USD 206 M | +USD 3.05 M | 18 | 9.46% | Aumentadas |
|