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 |
Melvin Capital Management
New York
| USD 1026 M | -USD 820 M | 5 | 10.79% | Reducidas |
|
| 227 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1025 M | -USD 261 M | 12 | 10.85% | Reducidas |
|
| 228 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 1017 M | +USD 84.3 M | 4 | 11.31% | Aumentadas |
|
| 229 |
CIBC World Markets
New York
| USD 1004 M | +USD 186 M | 12 | 8.56% | Aumentadas |
|
| 230 |
Longview Partners
St Peter Port,
Guernsey
| USD 1001 M | -USD 11.3 M | 1 | 4.94% | Reducidas |
|
| 231 |
Marshall Wace North America
New York
| USD 1000 M | +USD 22 M | 14 | 6.87% | Aumentadas |
|
| 232 |
Maverick Capital
Dallas,
Texas
| USD 995 M | -USD 301 M | 5 | 12.38% | Reducidas |
|
| 233 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 994 M | +USD 60.1 M | 14 | 9.06% | Aumentadas |
|
| 234 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 989 M | +USD 42.2 M | 12 | 11.7% | Aumentadas |
|
| 235 |
Glenview Capital Management
New York
| USD 986 M | -USD 47 M | 3 | 6.26% | Reducidas |
|
| 236 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 980 M | -USD 85.1 M | 4 | 4.88% | Reducidas |
|
| 237 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 963 M | -USD 15.8 M | 8 | 17.82% | Reducidas |
|
| 238 |
Gilder Gagnon Howe & Co
New York
| USD 958 M | -USD 52.3 M | 8 | 9.77% | Reducidas |
|
| 239 |
Nomura Holdings
Tokyo,
Japan
| USD 952 M | -USD 50.5 M | 17 | 3.34% | Reducidas |
|
| 240 |
Alleghany Corporation
New York
| USD 945 M | +USD 4.88 M | 3 | 22.67% | Aumentadas |
|
| 241 |
Acadian Asset Management
Boston,
Massachusetts
| USD 935 M | +USD 9.32 M | 16 | 3.86% | Aumentadas |
|
| 242 |
TCW Group
Los Angeles,
California
| USD 930 M | -USD 29.1 M | 8 | 7.63% | Reducidas |
|
| 243 |
PointState Capital
New York
| USD 920 M | -USD 210 M | 5 | 12.12% | Reducidas |
|
| 244 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 908 M | -USD 23.8 M | 4 | 14.78% | Reducidas |
|
| 245 |
Guggenheim Capital
Chicago,
Illinois
| USD 895 M | -USD 29 M | 17 | 5.83% | Reducidas |
|
| 246 |
ClariVest Asset Management
San Diego,
California
| USD 883 M | -USD 23.8 M | 12 | 15.64% | Reducidas |
|
| 247 |
DFO
Duquesne Family Office
New York
| USD 882 M | -USD 116 M | 4 | 41.91% | Reducidas |
|
| 248 |
Causeway Capital Management
Los Angeles,
California
| USD 869 M | -USD 33.6 M | 3 | 8.73% | Reducidas |
|
| 249 |
Mackay Shields LLC
New York
| USD 864 M | -USD 331 M | 13 | 6.6% | Reducidas |
|
| 250 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 863 M | -USD 84.5 M | 3 | 8.02% | Reducidas |
|