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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
Calixto Global Investors
Coral Gables,
Florida
| USD 57.1 M | +USD 7.25 M | 2 | 24.07% | Aumentadas |
|
| 1102 |
MAM
Morse Asset Management
Darien,
Connecticut
| USD 57 M | +USD 2.12 M | 5 | 17.1% | Aumentadas |
|
| 1103 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 57 M | +USD 2.44 M | 6 | 6.15% | Aumentadas |
|
| 1104 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 56.9 M | -USD 279 k | 2 | 4.8% | Reducidas |
|
| 1105 |
Andra AP-fonden
Goteborg,
Sweden
| USD 56.8 M | +USD 53.7 M | 9 | 1.65% | Nuevas |
|
| 1106 |
CDH
Charles D. Hyman
| USD 56.7 M | +USD 6.83 M | 6 | 5.83% | Aumentadas |
|
| 1107 |
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 56.5 M | -USD 308 k | 5 | 8.3% | Reducidas |
|
| 1108 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 56.4 M | -USD 47.9 M | 5 | 6.04% | Reducidas |
|
| 1109 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 56.4 M | +USD 1.49 M | 5 | 9.88% | Aumentadas |
|
| 1110 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 56.4 M | -USD 167 k | 6 | 7.33% | Reducidas |
|
| 1111 |
KG Funds Management
New York
| USD 56.3 M | -USD 673 k | 1 | 11.19% | Reducidas |
|
| 1112 |
Carrhae Capital
London,
United Kingdom
| USD 56.3 M | +USD 4.32 M | 2 | 23.68% | Aumentadas |
|
| 1113 |
CDAM (UK)
London,
United Kingdom
| USD 56.1 M | -USD 1.86 M | 1 | 10.66% | Reducidas |
|
| 1114 |
Jupiter Asset Management
London,
United Kingdom
| USD 55.9 M | +USD 14.6 M | 5 | 1.81% | Aumentadas |
|
| 1115 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 55.8 M | +USD 616 k | 7 | 11.88% | Aumentadas |
|
| 1116 |
EARNEST Partners
Atlanta,
Georgia
| USD 55.5 M | -USD 238 k | 13 | 0.53% | Reducidas |
|
| 1117 |
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 55.5 M | +USD 5.62 M | 4 | 37.47% | Aumentadas |
|
| 1118 |
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 55.5 M | -USD 220 k | 6 | 9.98% | Reducidas |
|
| 1119 |
Nelson Capital Management
Menlo Park,
California
| USD 55.1 M | -USD 2.85 M | 13 | 13.74% | Reducidas |
|
| 1120 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 55.1 M | +USD 558 k | 6 | 10.46% | Aumentadas |
|
| 1121 |
Parallel Advisors
San Francisco,
California
| USD 54.9 M | +USD 2.12 M | 18 | 6.16% | Aumentadas |
|
| 1122 |
Overbrook Management Corp
New York
| USD 54.9 M | +USD 493 k | 5 | 11.8% | Aumentadas |
|
| 1123 |
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 54.9 M | +USD 625 k | 3 | 8.11% | Aumentadas |
|
| 1124 |
Broad Run Investment Management
Arlington,
Virginia
| USD 54.8 M | -USD 1.14 M | 2 | 2.43% | Reducidas |
|
| 1125 |
TM
Tiger Management
New York
| USD 54.8 M | -USD 18.4 M | 4 | 15.07% | Reducidas |
|