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 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 873 M | +USD 23.9 M | 2 | 4.99% | Aumentadas |
|
| 227 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 873 M | +USD 25.8 M | 18 | 5.9% | Aumentadas |
|
| 228 |
Causeway Capital Management
Los Angeles,
California
| USD 871 M | -USD 56.6 M | 3 | 9.34% | Reducidas |
|
| 229 |
DFO
Duquesne Family Office
New York
| USD 871 M | +USD 56.9 M | 5 | 48.1% | Aumentadas |
|
| 230 |
Victory Capital Management
San Antonio,
Texas
| USD 864 M | -USD 45.3 M | 14 | 1.89% | Reducidas |
|
| 231 |
NC
Northern Cross
Boston,
Massachusetts
| USD 845 M | -USD 267 M | 1 | 13.88% | Reducidas |
|
| 232 |
Axiom Investors
Greenwich,
Connecticut
| USD 837 M | +USD 17.6 M | 5 | 20.54% | Aumentadas |
|
| 233 |
TCW Group
Los Angeles,
California
| USD 831 M | -USD 173 M | 8 | 6.76% | Reducidas |
|
| 234 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 829 M | +USD 33.9 M | 16 | 5.65% | Aumentadas |
|
| 235 |
Ursa Fund Management
Danville,
California
| USD 822 M | +USD 670 M | 2 | 37.57% | Aumentadas |
|
| 236 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 802 M | -USD 194 M | 6 | 22.34% | Reducidas |
|
| 237 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 800 M | -USD 14 M | 15 | 8.36% | Reducidas |
|
| 238 |
Harding Loevner
Bridgewater,
New Jersey
| USD 794 M | +USD 81.5 M | 6 | 4.13% | Aumentadas |
|
| 239 |
Acadian Asset Management
Boston,
Massachusetts
| USD 792 M | -USD 154 M | 19 | 3.42% | Reducidas |
|
| 240 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 780 M | -USD 9.14 M | 9 | 16.41% | Reducidas |
|
| 241 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 779 M | +USD 142 M | 6 | 20.15% | Aumentadas |
|
| 242 |
WCM Investment Management
Laguna Beach,
California
| USD 769 M | +USD 31.2 M | 3 | 7.19% | Aumentadas |
|
| 243 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 766 M | -USD 666 k | 12 | 9.93% | Reducidas |
|
| 244 |
Gilder Gagnon Howe & Co
New York
| USD 765 M | -USD 30.1 M | 9 | 9.47% | Reducidas |
|
| 245 |
Alleghany Corporation
New York
| USD 759 M | -USD 14.4 M | 3 | 20.26% | Reducidas |
|
| 246 |
Soroban Capital Partners
New York
| USD 757 M | -USD 237 M | 1 | 4.31% | Reducidas |
|
| 247 |
Comerica Bank
Dallas,
Texas
| USD 748 M | -USD 18.7 M | 15 | 5.34% | Reducidas |
|
| 248 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 738 M | +USD 72.5 M | 17 | 4.24% | Aumentadas |
|
| 249 |
Generation Investment Management
London,
United Kingdom
| USD 736 M | -USD 134 M | 3 | 7.17% | Reducidas |
|
| 250 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 732 M | +USD 64.9 M | 3 | 6.86% | Aumentadas |
|