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 | |
|---|---|---|---|---|---|---|---|
| 1151 |
Aravt Global
New York
| USD 71 M | +USD 9.8 M | 2 | 17.06% | Aumentadas |
|
| 1152 |
DCP
Darsana Capital Partners
New York
| USD 70.7 M | USD 0 | 1 | 4.19% | Mantenido |
|
| 1153 |
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 70.5 M | -USD 7.06 M | 2 | 15.66% | Reducidas |
|
| 1154 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 70.4 M | -USD 1.56 M | 3 | 8.85% | Reducidas |
|
| 1155 |
Jupiter Asset Management
London,
United Kingdom
| USD 70.4 M | +USD 1.84 M | 5 | 2.35% | Aumentadas |
|
| 1156 |
Old Republic International (ORI)
Chicago,
Illinois
| USD 70.3 M | USD 0 | 1 | 1.99% | Mantenido |
|
| 1157 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 70.1 M | +USD 766 k | 4 | 9.64% | Aumentadas |
|
| 1158 |
Crescent Park Management
East Palo Alto,
California
| USD 70.1 M | -USD 4.24 M | 3 | 14.44% | Reducidas |
|
| 1159 |
Godsey & Gibb Inc
Richmond,
Virginia
| USD 70 M | +USD 7.85 M | 5 | 11.2% | Aumentadas |
|
| 1160 |
MA
Mutual Advisors
Omaha,
Nebraska
| USD 69.8 M | +USD 8.17 M | 14 | 6.86% | Aumentadas |
|
| 1161 |
Beese Fulmer Investment Management
Canton,
Ohio
| USD 69.8 M | +USD 40.7 k | 11 | 10.28% | Aumentadas |
|
| 1162 |
Oldfield Partners
London,
United Kingdom
| USD 69.8 M | -USD 757 k | 1 | 8.1% | Reducidas |
|
| 1163 |
Armor Advisors
New York
| USD 69.8 M | -USD 30.4 M | 3 | 33.66% | Reducidas |
|
| 1164 |
Vista Equity Partners Management
San Francisco,
California
| USD 69.7 M | -USD 23.2 M | 3 | 2.9% | Reducidas |
|
| 1165 |
Capital International Sarl
Los Angeles,
California
| USD 69.6 M | -USD 9.9 M | 6 | 9.26% | Reducidas |
|
| 1166 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 69.6 M | +USD 6.2 M | 9 | 34.16% | Aumentadas |
|
| 1167 |
Academy Capital Management
Waco,
Texas
| USD 69.6 M | +USD 7.93 M | 5 | 15.86% | Aumentadas |
|
| 1168 |
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 69.5 M | +USD 2.39 M | 9 | 14.86% | Aumentadas |
|
| 1169 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 69.5 M | +USD 28.1 M | 1 | 5.46% | Aumentadas |
|
| 1170 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 69.2 M | +USD 450 k | 8 | 2.69% | Aumentadas |
|
| 1171 |
SteelPeak Wealth
Woodland Hills,
California
| USD 69 M | +USD 30.8 k | 8 | 8.7% | Aumentadas |
|
| 1172 |
MRCP
Manor Road Capital Partners
New York
| USD 69 M | -USD 12.1 M | 1 | 20.28% | Reducidas |
|
| 1173 |
Guinness Asset Management
London,
United Kingdom
| USD 68.9 M | -USD 13.1 M | 4 | 8.14% | Reducidas |
|
| 1174 |
GW Henssler & Associates
Kennesaw,
Georgia
| USD 68.7 M | +USD 6.96 M | 8 | 6.04% | Aumentadas |
|
| 1175 |
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 68.5 M | -USD 184 M | 2 | 18.04% | Reducidas |
|