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 | |
|---|---|---|---|---|---|---|---|
| 1226 |
Asset Advisors Investment Management
Augusta,
Georgia
| USD 91.8 M | -USD 1.97 M | 3 | 11.69% | Reducidas |
|
| 1227 |
Owl Creek Asset Management
New York
| USD 90.8 M | -USD 63.7 M | 2 | 4.31% | Reducidas |
|
| 1228 |
First Hawaiian Bank
Honolulu,
Hawaii
| USD 90.7 M | -USD 539 k | 10 | 2.96% | Reducidas |
|
| 1229 |
Ensemble Capital Management
San Francisco,
California
| USD 90.6 M | -USD 10 M | 1 | 8.75% | Reducidas |
|
| 1230 |
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| USD 90.6 M | USD 0 | 1 | 3.38% | Mantenido |
|
| 1231 |
VEPM
Vista Equity Partners Management
San Francisco,
California
| USD 90.5 M | +USD 16.1 M | 4 | 2.05% | Aumentadas |
|
| 1232 |
ProVise Management Group
Clearwater,
Florida
| USD 90.5 M | +USD 4.93 M | 6 | 8.21% | Aumentadas |
|
| 1233 |
Fulton Bank
Lancaster,
Pennsylvania
| USD 90.5 M | -USD 4.13 M | 9 | 4.43% | Reducidas |
|
| 1234 |
Zweig-DiMenna Associates
New York
| USD 90.3 M | +USD 4.83 M | 8 | 11.28% | Aumentadas |
|
| 1235 |
TM
Tikvah Management
Charlotte,
North Carolina
| USD 90.3 M | USD 0 | 3 | 30.7% | Mantenido |
|
| 1236 |
Jacobs & Co
San Francisco,
California
| USD 90.2 M | -USD 3.05 M | 6 | 10.72% | Reducidas |
|
| 1237 |
Addenda Capital
Montreal,
Quebec, Canada
| USD 90.1 M | -USD 7.44 M | 7 | 3.78% | Reducidas |
|
| 1238 |
CMI
Clare Market Investments
Dallas,
Texas
| USD 90 M | -USD 2.06 M | 8 | 33.57% | Reducidas |
|
| 1239 |
First American Trust
Santa Ana,
California
| USD 89.9 M | +USD 4.61 M | 5 | 12.38% | Aumentadas |
|
| 1240 |
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| USD 89.8 M | USD 0 | 1 | 13.42% | Mantenido |
|
| 1241 |
Davidson Kempner Capital Management
New York
| USD 89.8 M | +USD 46.2 M | 2 | 1.73% | Aumentadas |
|
| 1242 |
Wealthspire Advisors (New York)
New York
| USD 89.7 M | -USD 2.5 M | 9 | 1.47% | Reducidas |
|
| 1243 |
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 89.7 M | +USD 600 k | 5 | 19.65% | Aumentadas |
|
| 1244 |
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 89.7 M | +USD 345 k | 4 | 31.59% | Aumentadas |
|
| 1245 |
SAM
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| USD 89.7 M | +USD 618 k | 8 | 18.61% | Aumentadas |
|
| 1246 |
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 89.6 M | +USD 3.42 M | 6 | 5.32% | Aumentadas |
|
| 1247 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 89.6 M | -USD 761 k | 6 | 11.51% | Reducidas |
|
| 1248 |
Ostrum Asset Management
Paris,
France
| USD 89.5 M | -USD 1.07 M | 14 | 7.5% | Reducidas |
|
| 1249 |
Dorsey Asset Management
Chicago,
Illinois
| USD 89.3 M | -USD 9.26 M | 1 | 11.82% | Reducidas |
|
| 1250 |
Blue Whale Capital
London,
United Kingdom
| USD 88.9 M | +USD 19.7 M | 1 | 13.65% | Aumentadas |
|