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 | |
|---|---|---|---|---|---|---|---|
| 226 |
Axiom Investors
Greenwich,
Connecticut
| USD 804 M | -USD 11.9 M | 5 | 18.05% | Reducidas |
|
| 227 |
Westfield Capital Management
Boston,
Massachusetts
| USD 804 M | +USD 47.8 M | 6 | 6.17% | Aumentadas |
|
| 228 |
Balyasny Asset Management
Chicago,
Illinois
| USD 802 M | -USD 282 M | 14 | 3.14% | Reducidas |
|
| 229 |
Natixis Advisors
Boston,
Massachusetts
| USD 795 M | -USD 37.6 M | 12 | 8.4% | Reducidas |
|
| 230 |
SCM
Suvretta Capital Management
New York
| USD 791 M | +USD 158 M | 3 | 22.31% | Aumentadas |
|
| 231 |
William Blair & Company
Chicago,
Illinois
| USD 790 M | -USD 169 M | 14 | 5.92% | Reducidas |
|
| 232 |
Victory Capital Management
San Antonio,
Texas
| USD 751 M | -USD 31.7 M | 14 | 1.69% | Reducidas |
|
| 233 |
Manning & Napier Advisors
Fairport,
New York
| USD 747 M | -USD 60.9 M | 7 | 6.4% | Reducidas |
|
| 234 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 742 M | -USD 12.7 k | 5 | 8.13% | Reducidas |
|
| 235 |
Soroban Capital Partners
New York
| USD 736 M | +USD 396 M | 1 | 2.78% | Aumentadas |
|
| 236 |
LSV Asset Management
Chicago,
Illinois
| USD 726 M | -USD 38 M | 9 | 1.2% | Reducidas |
|
| 237 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 725 M | -USD 21.1 M | 6 | 11.21% | Reducidas |
|
| 238 |
DFO
Duquesne Family Office
New York
| USD 717 M | +USD 111 M | 4 | 32.6% | Aumentadas |
|
| 239 |
Nomura Asset Management
Tokyo,
Japan
| USD 715 M | -USD 68.3 M | 13 | 9.23% | Reducidas |
|
| 240 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 697 M | +USD 22.1 M | 17 | 5.02% | Aumentadas |
|
| 241 |
Polar Capital
London,
United Kingdom
| USD 697 M | -USD 9.5 M | 6 | 7.85% | Reducidas |
|
| 242 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 693 M | -USD 41.6 M | 1 | 8.33% | Reducidas |
|
| 243 |
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
| USD 692 M | -USD 33.7 M | 1 | 24.26% | Reducidas |
|
| 244 |
Comerica Bank
Dallas,
Texas
| USD 689 M | +USD 4.65 M | 14 | 4.98% | Aumentadas |
|
| 245 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 688 M | +USD 321 M | 8 | 6.39% | Aumentadas |
|
| 246 |
Millennium Management
New York
| USD 687 M | -USD 154 M | 18 | 1.05% | Reducidas |
|
| 247 |
ValueAct Holdings
San Francisco,
California
| USD 671 M | -USD 511 M | 1 | 6.73% | Reducidas |
|
| 248 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 669 M | -USD 17.6 M | 6 | 9.41% | Reducidas |
|
| 249 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 669 M | +USD 12.8 M | 14 | 4.79% | Aumentadas |
|
| 250 |
TPI
Tesco Pension Investment
London,
United Kingdom
| USD 657 M | +USD 8.34 M | 4 | 18.86% | Aumentadas |
|