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 | |
|---|---|---|---|---|---|---|---|
| 1951 |
Cantor Fitzgerald
New York
| USD 52.2 M | -USD 23.1 M | 5 | 1.48% | Reducidas |
|
| 1952 |
HCM
Harspring Capital Management
New York
| USD 52.1 M | -USD 2.74 M | 2 | 12.39% | Reducidas |
|
| 1953 |
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 52.1 M | +USD 3.37 M | 17 | 18.92% | Aumentadas |
|
| 1954 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 52.1 M | +USD 961 k | 7 | 11.72% | Aumentadas |
|
| 1955 |
WESPAC Advisors SoCal
Pasadena,
California
| USD 52 M | -USD 3.35 M | 3 | 12.03% | Reducidas |
|
| 1956 |
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 51.9 M | -USD 325 k | 6 | 9.47% | Reducidas |
|
| 1957 |
Goldentree Asset Management
New York
| USD 51.9 M | +USD 5.66 M | 1 | 4.15% | Aumentadas |
|
| 1958 |
Van Berkom & Associates
Montreal,
Quebec, Canada
| USD 51.9 M | +USD 449 k | 1 | 1.42% | Aumentadas |
|
| 1959 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 51.9 M | +USD 768 k | 6 | 13.07% | Aumentadas |
|
| 1960 |
NG
Northstar Group
New York
| USD 51.8 M | +USD 279 k | 7 | 9.03% | Aumentadas |
|
| 1961 |
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 51.8 M | -USD 550 k | 6 | 6.38% | Reducidas |
|
| 1962 |
City of London Investment Management
London,
United Kingdom
| USD 51.7 M | +USD 6.72 M | 3 | 4.49% | Aumentadas |
|
| 1963 |
Makena Capital Management
Menlo Park,
California
| USD 51.7 M | -USD 6.48 M | 3 | 12.42% | Reducidas |
|
| 1964 |
Park Presidio Capital
San Francisco,
California
| USD 51.7 M | -USD 6.02 M | 1 | 11.83% | Reducidas |
|
| 1965 |
AQR Arbitrage
Greenwich,
Connecticut
| USD 51.6 M | -USD 8.07 M | 3 | 1.12% | Reducidas |
|
| 1966 |
Iconiq Capital
San Francisco,
California
| USD 51.4 M | -USD 21 M | 8 | 1.11% | Reducidas |
|
| 1967 |
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 51.4 M | -USD 711 k | 8 | 6.76% | Reducidas |
|
| 1968 |
DigitalBridge Group
Boca Raton,
Florida
| USD 51.4 M | +USD 11.8 M | 2 | 3.97% | Aumentadas |
|
| 1969 |
America First Investment Advisors
Omaha,
Nebraska
| USD 51.2 M | -USD 259 k | 4 | 11.5% | Reducidas |
|
| 1970 |
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 51.2 M | +USD 406 k | 5 | 20.99% | Aumentadas |
|
| 1971 |
Cadian Capital Management
New York
| USD 51.2 M | +USD 7.3 M | 1 | 2.62% | Aumentadas |
|
| 1972 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 51.2 M | -USD 275 k | 11 | 2.39% | Reducidas |
|
| 1973 |
Aspiriant LLC
Los Angeles,
California
| USD 51.2 M | -USD 402 k | 8 | 1.94% | Reducidas |
|
| 1974 |
Cypress Asset Management
Houston,
Texas
| USD 51.1 M | +USD 804 k | 5 | 12.74% | Aumentadas |
|
| 1975 |
Knuff & Co
Foster City,
California
| USD 51.1 M | +USD 389 k | 7 | 15.6% | Aumentadas |
|