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 |
Mackay Shields LLC
New York
| USD 1049 M | -USD 53.6 M | 13 | 6.4% | Reducidas |
|
| 227 |
LPL Financial
San Diego,
California
| USD 1036 M | +USD 41.3 M | 23 | 2.11% | Aumentadas |
|
| 228 |
Natixis Advisors
Boston,
Massachusetts
| USD 1031 M | -USD 14.7 M | 12 | 8.18% | Reducidas |
|
| 229 |
Sculptor Capital
New York
| USD 1028 M | +USD 32.2 M | 6 | 11.08% | Aumentadas |
|
| 230 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 1022 M | +USD 216 M | 12 | 6.83% | Aumentadas |
|
| 231 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1020 M | -USD 89.1 M | 7 | 8.17% | Reducidas |
|
| 232 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1016 M | +USD 47.4 M | 22 | 4.65% | Aumentadas |
|
| 233 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1008 M | -USD 265 M | 11 | 19.14% | Reducidas |
|
| 234 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1001 M | -USD 38.4 M | 6 | 15.48% | Reducidas |
|
| 235 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 1000 M | -USD 49.1 M | 6 | 9.15% | Reducidas |
|
| 236 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 990 M | -USD 2.19 M | 15 | 8.79% | Reducidas |
|
| 237 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 990 M | -USD 47.9 M | 6 | 18.28% | Reducidas |
|
| 238 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 987 M | -USD 1.95 M | 12 | 8.94% | Reducidas |
|
| 239 |
Meritage Group
San Francisco,
California
| USD 984 M | -USD 23.8 M | 4 | 18.4% | Reducidas |
|
| 240 |
Genesis Investment Management
London,
United Kingdom
| USD 971 M | +USD 1023 M | 2 | 28.39% | Nuevas |
|
| 241 |
CIBC World Markets
New York
| USD 951 M | -USD 66.8 M | 10 | 8.87% | Reducidas |
|
| 242 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 933 M | USD 0 | 1 | 0.43% | Mantenido |
|
| 243 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 923 M | -USD 28.9 M | 7 | 3.14% | Reducidas |
|
| 244 |
DFO
Duquesne Family Office
New York
| USD 914 M | -USD 201 M | 5 | 35.56% | Reducidas |
|
| 245 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 912 M | +USD 20.7 M | 20 | 3.89% | Aumentadas |
|
| 246 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 897 M | -USD 27.5 M | 3 | 4.77% | Reducidas |
|
| 247 |
Gilder Gagnon Howe & Co
New York
| USD 893 M | +USD 33.7 M | 10 | 10.24% | Aumentadas |
|
| 248 |
Axiom Investors
Greenwich,
Connecticut
| USD 886 M | -USD 19.1 M | 5 | 23.91% | Reducidas |
|
| 249 |
HighTower Advisors
Chicago,
Illinois
| USD 884 M | +USD 6.81 M | 17 | 4.81% | Aumentadas |
|
| 250 |
Farallon Capital Management
San Francisco,
California
| USD 865 M | +USD 437 M | 3 | 6.53% | Aumentadas |
|