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 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 88.8 M | -USD 14 M | 3 | 15.59% | Reducidas |
|
| 1102 |
Woodstock Corp
Boston,
Massachusetts
| USD 88.6 M | -USD 581 k | 9 | 12.29% | Reducidas |
|
| 1103 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 88.3 M | -USD 11 M | 10 | 38.03% | Reducidas |
|
| 1104 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 88.2 M | -USD 816 k | 6 | 12.02% | Reducidas |
|
| 1105 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 88.2 M | +USD 1.68 M | 4 | 19.28% | Aumentadas |
|
| 1106 |
Ledyard National Bank
| USD 88.2 M | -USD 884 k | 7 | 10.65% | Reducidas |
|
| 1107 |
Cullen Capital Management
New York
| USD 87.9 M | -USD 943 k | 3 | 0.88% | Reducidas |
|
| 1108 |
Sonora Investment Management Group
Tucson,
Arizona
| USD 87.9 M | +USD 5.43 M | 6 | 8.32% | Aumentadas |
|
| 1109 |
MVG
Madrona Venture Group
Seattle,
Washington
| USD 87.8 M | USD 0 | 1 | 40.73% | Mantenido |
|
| 1110 |
1CP
11 Capital Partners
Darien,
Connecticut
| USD 87.7 M | +USD 7.19 M | 3 | 39.44% | Aumentadas |
|
| 1111 |
HMI Capital Management
San Francisco,
California
| USD 87.6 M | +USD 117 M | 1 | 3.52% | Nuevas |
|
| 1112 |
Spyglass Capital Management
San Francisco,
California
| USD 87.6 M | -USD 4.98 M | 1 | 4.87% | Reducidas |
|
| 1113 |
Luxor Capital Group
New York
| USD 87.3 M | +USD 98.6 M | 3 | 3.8% | Nuevas |
|
| 1114 |
Empirical Finance
Havertown,
Pennsylvania
| USD 86.9 M | +USD 5.1 M | 9 | 11.07% | Aumentadas |
|
| 1115 |
Patten & Patten
Chattanooga,
Tennessee
| USD 86.8 M | -USD 1.14 M | 7 | 7.62% | Reducidas |
|
| 1116 |
VI
Versor Investments
New York
| USD 86.8 M | +USD 84.9 M | 5 | 3.33% | Aumentadas |
|
| 1117 |
GLCM
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 86.6 M | +USD 21.8 M | 2 | 34.48% | Aumentadas |
|
| 1118 |
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 86.4 M | +USD 2.96 M | 9 | 8.76% | Aumentadas |
|
| 1119 |
Dundas Partners
Edinburgh,
United Kingdom
| USD 86.1 M | USD 0 | 3 | 9.32% | Mantenido |
|
| 1120 |
BIT Capital
Berlin,
Germany
| USD 86 M | +USD 64.7 M | 6 | 11.69% | Aumentadas |
|
| 1121 |
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 85.7 M | -USD 1.93 M | 1 | 4.85% | Reducidas |
|
| 1122 |
SignatureFD
Atlanta,
Georgia
| USD 85.6 M | +USD 1.2 M | 30 | 2.92% | Aumentadas |
|
| 1123 |
CCM
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 85.6 M | +USD 675 k | 4 | 19.13% | Aumentadas |
|
| 1124 |
Strategic Global Advisors
Newport Beach,
California
| USD 85.4 M | +USD 688 M | 5 | 13.01% | Aumentadas |
|
| 1125 |
Titan Global Capital Management USA
New York
| USD 84.9 M | +USD 15.9 M | 3 | 20.67% | Aumentadas |
|