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 |
LSV Asset Management
Chicago,
Illinois
| USD 855 M | +USD 88 M | 10 | 1.35% | Aumentadas |
|
| 227 |
Melvin Capital Management
New York
| USD 849 M | -USD 282 M | 5 | 8.05% | Reducidas |
|
| 228 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 845 M | -USD 479 M | 2 | 4.96% | Reducidas |
|
| 229 |
Victory Capital Management
San Antonio,
Texas
| USD 832 M | +USD 22.5 M | 14 | 1.75% | Aumentadas |
|
| 230 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 820 M | -USD 9.5 M | 6 | 8.58% | Reducidas |
|
| 231 |
Generation Investment Management
London,
United Kingdom
| USD 803 M | -USD 309 M | 3 | 7.78% | Reducidas |
|
| 232 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 801 M | +USD 28.7 M | 17 | 5.28% | Aumentadas |
|
| 233 |
Marshall Wace North America
New York
| USD 796 M | +USD 198 M | 14 | 4.4% | Aumentadas |
|
| 234 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 782 M | -USD 259 M | 10 | 8.02% | Reducidas |
|
| 235 |
ValueAct Holdings
San Francisco,
California
| USD 771 M | +USD 48.3 k | 1 | 7.8% | Aumentadas |
|
| 236 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 763 M | +USD 44.3 M | 14 | 7.86% | Aumentadas |
|
| 237 |
Axiom Investors
Greenwich,
Connecticut
| USD 761 M | -USD 77.3 M | 5 | 19.09% | Reducidas |
|
| 238 |
Comerica Bank
Dallas,
Texas
| USD 760 M | -USD 13.9 M | 15 | 5.07% | Reducidas |
|
| 239 |
DFO
Duquesne Family Office
New York
| USD 754 M | -USD 47.2 M | 4 | 37.99% | Reducidas |
|
| 240 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 750 M | +USD 1.48 M | 16 | 5.1% | Aumentadas |
|
| 241 |
Two Sigma Advisers
New York
| USD 740 M | -USD 186 M | 15 | 2% | Reducidas |
|
| 242 |
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
| USD 738 M | +USD 47 M | 2 | 26.94% | Aumentadas |
|
| 243 |
Alleghany Corporation
New York
| USD 729 M | -USD 1.73 M | 3 | 21.65% | Reducidas |
|
| 244 |
PointState Capital
New York
| USD 727 M | -USD 579 M | 3 | 7.06% | Reducidas |
|
| 245 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 724 M | +USD 5.53 k | 16 | 2.04% | Aumentadas |
|
| 246 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 722 M | +USD 30.8 M | 9 | 14.42% | Aumentadas |
|
| 247 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 720 M | +USD 232 M | 3 | 5.99% | Aumentadas |
|
| 248 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 716 M | +USD 1.03 M | 12 | 9.1% | Aumentadas |
|
| 249 |
Point72 Asset Management
Stamford,
Connecticut
| USD 692 M | -USD 332 M | 10 | 2.99% | Reducidas |
|
| 250 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 691 M | +USD 118 M | 13 | 3.15% | Aumentadas |
|