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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
Think Investments
San Francisco,
California
| USD 86.7 M | +USD 6.67 M | 3 | 15.99% | Aumentadas |
|
| 1077 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
| USD 86.6 M | +USD 21.1 M | 4 | 21.09% | Aumentadas |
|
| 1078 |
HP
Hound Partners
New York
| USD 86.2 M | -USD 33.5 M | 3 | 5.84% | Reducidas |
|
| 1079 |
HoyleCohen
San Diego,
California
| USD 86.2 M | -USD 2.64 M | 8 | 12.68% | Reducidas |
|
| 1080 |
Claar Advisors
New York
| USD 86 M | -USD 5.46 M | 4 | 34.41% | Reducidas |
|
| 1081 |
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 85.9 M | +USD 3.32 M | 9 | 8.21% | Aumentadas |
|
| 1082 |
Stack Financial Management
Whitefish,
Montana
| USD 85.9 M | +USD 155 k | 1 | 8.63% | Aumentadas |
|
| 1083 |
ThornTree Capital Partners
Boston,
Massachusetts
| USD 85.9 M | -USD 8.13 M | 3 | 12.18% | Reducidas |
|
| 1084 |
KG Funds Management
New York
| USD 85.8 M | +USD 23.4 M | 3 | 12.4% | Aumentadas |
|
| 1085 |
Petrus Trust Company
Dallas,
Texas
| USD 85.8 M | -USD 149 k | 3 | 8.94% | Reducidas |
|
| 1086 |
Aravt Global
New York
| USD 85.8 M | +USD 8.84 M | 3 | 23.25% | Aumentadas |
|
| 1087 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 85.8 M | -USD 17.5 M | 2 | 27.49% | Reducidas |
|
| 1088 |
Summit Global Investments
Bountiful,
Utah
| USD 85.7 M | +USD 1.21 M | 5 | 8.86% | Aumentadas |
|
| 1089 |
Strategy Capital
Los Altos,
California
| USD 85.5 M | +USD 9.45 M | 1 | 12.18% | Aumentadas |
|
| 1090 |
Harbor Investment Advisory
Lutherville,
Maryland
| USD 85.4 M | -USD 2.27 M | 19 | 16.34% | Reducidas |
|
| 1091 |
Meag Munich Ergo
Munich,
Germany
| USD 85.3 M | -USD 10.3 M | 6 | 15.84% | Reducidas |
|
| 1092 |
APA
American Portfolios Advisors
Holbrook,
New York
| USD 85.3 M | +USD 1.28 M | 27 | 4.92% | Aumentadas |
|
| 1093 |
IGYL
I.G.Y. Ltd
London,
United Kingdom
| USD 85 M | USD 0 | 1 | 52.73% | Mantenido |
|
| 1094 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| USD 84.9 M | +USD 1.29 M | 5 | 26.34% | Aumentadas |
|
| 1095 |
CCMD
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 84.7 M | +USD 5.85 k | 8 | 12.99% | Aumentadas |
|
| 1096 |
SteelPeak Wealth
Woodland Hills,
California
| USD 84.6 M | +USD 9.9 M | 8 | 9.08% | Aumentadas |
|
| 1097 |
Carret Asset Management
New York
| USD 84.4 M | -USD 674 k | 8 | 12.77% | Reducidas |
|
| 1098 |
Tikehau Investment Management
Paris,
France
| USD 84.1 M | +USD 26.7 M | 2 | 17.76% | Aumentadas |
|
| 1099 |
PAM
Private Asset Management
San Diego,
California
| USD 83.8 M | +USD 30.3 k | 7 | 13.94% | Aumentadas |
|
| 1100 |
Welch Group
Birmingham,
Alabama
| USD 83.4 M | +USD 310 k | 6 | 7.28% | Aumentadas |
|