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 | |
|---|---|---|---|---|---|---|---|
| 2401 |
EEG
E.E. Geduld
| USD 0 | -USD 502 k | 0 | – | Cerradas |
|
| 2402 |
Ellington Management Group
Old Greenwich,
Connecticut
| USD 0 | -USD 248 k | 0 | – | Cerradas |
|
| 2403 |
ESG
Emerging Sovereign Group
New York
| USD 0 | -USD 78.4 M | 0 | – | Cerradas |
|
| 2404 |
EC
Eminence Capital
New York
| USD 0 | -USD 60.6 M | 0 | – | Cerradas |
|
| 2405 |
Findlay Park Partners
London,
United Kingdom
| USD 0 | -USD 74.7 M | 0 | – | Cerradas |
|
| 2406 |
FDS
First Dallas Securities
Dallas,
Texas
| USD 0 | -USD 2.65 M | 0 | – | Cerradas |
|
| 2407 |
FTB
First Trust Bank
Nassau,
Bahamas
| USD 0 | -USD 17.6 M | 0 | – | Cerradas |
|
| 2408 |
Fundsmith LLP
London,
United Kingdom
| USD 0 | -USD 122 M | 0 | – | Cerradas |
|
| 2409 |
GAM
Garrison Asset Management
Fayetteville,
Arkansas
| USD 0 | -USD 240 k | 0 | – | Cerradas |
|
| 2410 |
GF
Gerry Farber
New York
| USD 0 | -USD 3.98 M | 0 | – | Cerradas |
|
| 2411 |
Glade Brook Capital Partners
Greenwich,
Connecticut
| USD 0 | -USD 24.4 M | 0 | – | Cerradas |
|
| 2412 |
GDF
Graham & Dodd Fund
New York
| USD 0 | -USD 761 k | 0 | – | Cerradas |
|
| 2413 |
HCS
Harvest Capital Strategies
San Francisco,
California
| USD 0 | -USD 1.78 M | 0 | – | Cerradas |
|
| 2414 |
HM
Harvest Management
New York
| USD 0 | -USD 227 k | 0 | – | Cerradas |
|
| 2415 |
Heartland Advisors
Milwaukee,
Wisconsin
| USD 0 | -USD 1.14 M | 0 | – | Cerradas |
|
| 2416 |
Hershey Trust Company
Hershey,
Pennsylvania
| USD 0 | -USD 2.49 M | 0 | – | Cerradas |
|
| 2417 |
HCM
Highside Capital Management
Dallas,
Texas
| USD 0 | -USD 14 M | 0 | – | Cerradas |
|
| 2418 |
ICM
IMS Capital Management
Portland,
Oregon
| USD 0 | -USD 1.15 M | 0 | – | Cerradas |
|
| 2419 |
Ionic Capital Management
New York
| USD 0 | -USD 2.4 M | 0 | – | Cerradas |
|
| 2420 |
JC
JBF Capital
Aspen,
Colorado
| USD 0 | -USD 3.79 M | 0 | – | Cerradas |
|
| 2421 |
JGC
J. Goldman & Co
New York
| USD 0 | -USD 8.6 M | 0 | – | Cerradas |
|
| 2422 |
KCM
Kingdon Capital Management
New York
| USD 0 | -USD 16.9 M | 0 | – | Cerradas |
|
| 2423 |
Light Street Capital Management
Palo Alto,
California
| USD 0 | -USD 7.84 M | 0 | – | Cerradas |
|
| 2424 |
LCM
LionEye Capital Management
New York
| USD 0 | -USD 4.68 M | 0 | – | Cerradas |
|
| 2425 |
LCM
Lomas Capital Management
New York
| USD 0 | -USD 2.82 M | 0 | – | Cerradas |
|