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 |
Royal London Asset Management
United Kingdom
| USD 945 M | +USD 915 M | 8 | 9.5% | Nuevas |
|
| 227 |
KBC Group
Brussels,
Belgium
| USD 941 M | -USD 33.2 M | 15 | 8.19% | Reducidas |
|
| 228 |
Soroban Capital Partners
New York
| USD 936 M | +USD 112 M | 2 | 12.65% | Aumentadas |
|
| 229 |
Nomura Holdings
Tokyo,
Japan
| USD 933 M | -USD 262 M | 14 | 2.97% | Reducidas |
|
| 230 |
Glenview Capital Management
New York
| USD 921 M | -USD 26.6 M | 3 | 6.28% | Reducidas |
|
| 231 |
Natixis Advisors
Boston,
Massachusetts
| USD 913 M | -USD 50.3 M | 13 | 8.72% | Reducidas |
|
| 232 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 906 M | +USD 6.35 M | 17 | 6.14% | Aumentadas |
|
| 233 |
DFO
Duquesne Family Office
New York
| USD 900 M | -USD 51.4 M | 4 | 43.45% | Reducidas |
|
| 234 |
Marshall Wace North America
New York
| USD 882 M | -USD 207 M | 17 | 4.98% | Reducidas |
|
| 235 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 877 M | +USD 4.6 M | 9 | 17.24% | Aumentadas |
|
| 236 |
Carmignac Gestion
Paris,
France
| USD 868 M | -USD 138 M | 2 | 6.48% | Reducidas |
|
| 237 |
Longview Partners
St Peter Port,
Guernsey
| USD 866 M | -USD 9.8 M | 1 | 4.51% | Reducidas |
|
| 238 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 864 M | +USD 65 M | 17 | 4.39% | Aumentadas |
|
| 239 |
TCW Group
Los Angeles,
California
| USD 862 M | -USD 66.4 M | 7 | 6.99% | Reducidas |
|
| 240 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 860 M | -USD 6.17 M | 8 | 9.27% | Reducidas |
|
| 241 |
Appaloosa LP
Short Hills,
New Jersey
| USD 860 M | -USD 350 M | 2 | 9.79% | Reducidas |
|
| 242 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 857 M | +USD 144 M | 11 | 5.82% | Aumentadas |
|
| 243 |
Causeway Capital Management
Los Angeles,
California
| USD 855 M | -USD 31.1 M | 3 | 8.64% | Reducidas |
|
| 244 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 845 M | +USD 16.9 M | 12 | 10.6% | Aumentadas |
|
| 245 |
Alleghany Corporation
New York
| USD 836 M | USD 0 | 3 | 21.47% | Mantenido |
|
| 246 |
Generation Investment Management
London,
United Kingdom
| USD 836 M | +USD 32.5 M | 3 | 7.37% | Aumentadas |
|
| 247 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 828 M | +USD 54.4 M | 4 | 9.82% | Aumentadas |
|
| 248 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 827 M | +USD 71.8 M | 3 | 8% | Aumentadas |
|
| 249 |
Acadian Asset Management
Boston,
Massachusetts
| USD 825 M | -USD 26.4 M | 16 | 3.57% | Reducidas |
|
| 250 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 824 M | -USD 27.9 M | 14 | 8.48% | Reducidas |
|