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 | |
|---|---|---|---|---|---|---|---|
| 1251 |
Jacobs & Co
San Francisco,
California
| USD 88 M | -USD 1.91 M | 6 | 10.97% | Reducidas |
|
| 1252 |
FCP
Fosse Capital Partners
London,
United Kingdom
| USD 87.9 M | USD 0 | 1 | 38.16% | Mantenido |
|
| 1253 |
First American Trust
Santa Ana,
California
| USD 87.8 M | +USD 327 k | 5 | 12.43% | Aumentadas |
|
| 1254 |
PEAK6 Investments
Chicago,
Illinois
| USD 87.7 M | +USD 45.7 M | 13 | 0.4% | Aumentadas |
|
| 1255 |
LCM
Lionstone Capital Management
New York
| USD 87.7 M | USD 0 | 2 | 27.35% | Mantenido |
|
| 1256 |
Te Ahumairangi Investment Management
Wellington,
New Zealand
| USD 87.6 M | -USD 14.9 M | 6 | 14.24% | Reducidas |
|
| 1257 |
BPIH
Broad Peak Investment Holdings
Singapore
| USD 87.6 M | USD 0 | 1 | 10.74% | Mantenido |
|
| 1258 |
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 87.5 M | +USD 8.06 M | 9 | 4.13% | Aumentadas |
|
| 1259 |
Leonteq Securities AG
Zurich,
Switzerland
| USD 87.4 M | -USD 17.7 M | 24 | 4.84% | Reducidas |
|
| 1260 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 87.4 M | +USD 5.66 M | 8 | 2.82% | Aumentadas |
|
| 1261 |
Water Island Capital
New York
| USD 86.9 M | -USD 6.44 M | 2 | 7.77% | Reducidas |
|
| 1262 |
Clare Market Investments
Dallas,
Texas
| USD 86.7 M | -USD 2.54 M | 8 | 33.99% | Reducidas |
|
| 1263 |
Grassi Investment Management
Santa Clara,
California
| USD 86.7 M | +USD 6.65 M | 8 | 9.97% | Aumentadas |
|
| 1264 |
Asset Advisors Investment Management
Augusta,
Georgia
| USD 86.7 M | -USD 1.32 M | 3 | 11.66% | Reducidas |
|
| 1265 |
Scout Investments
Kansas City,
Missouri
| USD 86.4 M | -USD 34.1 M | 3 | 1.98% | Reducidas |
|
| 1266 |
Transform Wealth
Greenwood Village,
Colorado
| USD 86.3 M | -USD 6.44 M | 5 | 9.1% | Reducidas |
|
| 1267 |
Rothschild Investment LLC
Chicago,
Illinois
| USD 86.3 M | +USD 567 k | 7 | 7.28% | Aumentadas |
|
| 1268 |
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| USD 86.2 M | -USD 7.17 M | 15 | 9.38% | Reducidas |
|
| 1269 |
Hawk Ridge Capital Management
Los Angeles,
California
| USD 86.1 M | -USD 17.6 M | 1 | 4.24% | Reducidas |
|
| 1270 |
Ensemble Capital Management
San Francisco,
California
| USD 86.1 M | -USD 12.9 M | 1 | 8.89% | Reducidas |
|
| 1271 |
Matrix Asset Advisors
White Plains,
New York
| USD 85.9 M | -USD 764 k | 4 | 12.24% | Reducidas |
|
| 1272 |
Fund Management at Engine No 1
San Francisco,
California
| USD 85.8 M | +USD 13.6 M | 13 | 13.14% | Aumentadas |
|
| 1273 |
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 85.8 M | -USD 100 k | 4 | 20.38% | Reducidas |
|
| 1274 |
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 85.7 M | -USD 768 k | 5 | 19.37% | Reducidas |
|
| 1275 |
Procyon Advisors
Shelton,
Connecticut
| USD 85.5 M | +USD 30.7 M | 8 | 8.76% | Aumentadas |
|