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 |
MUFG Securities EMEA
London,
United Kingdom
| USD 1702 M | +USD 153 M | 8 | 12.96% | Aumentadas |
|
| 227 |
BNP Paribas Financial Markets
Paris,
France
| USD 1701 M | -USD 3133 M | 24 | 3.16% | Reducidas |
|
| 228 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 1668 M | +USD 118 M | 21 | 10.73% | Aumentadas |
|
| 229 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1658 M | +USD 7.23 M | 11 | 22.53% | Aumentadas |
|
| 230 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1654 M | +USD 139 M | 4 | 24.74% | Aumentadas |
|
| 231 |
HighTower Advisors
Chicago,
Illinois
| USD 1639 M | +USD 201 M | 20 | 6.83% | Aumentadas |
|
| 232 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1634 M | -USD 178 M | 8 | 4.32% | Reducidas |
|
| 233 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1628 M | -USD 1475 M | 6 | 10.83% | Reducidas |
|
| 234 |
Gilder Gagnon Howe & Co
New York
| USD 1628 M | +USD 15.9 M | 10 | 8.08% | Aumentadas |
|
| 235 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1622 M | +USD 6.97 M | 5 | 13.44% | Aumentadas |
|
| 236 |
Renaissance Technologies
New York
| USD 1616 M | +USD 370 M | 19 | 1.75% | Aumentadas |
|
| 237 |
Prudential plc
London, England,
United Kingdom
| USD 1596 M | -USD 432 M | 14 | 8.48% | Reducidas |
|
| 238 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1593 M | -USD 95.6 M | 8 | 9.45% | Reducidas |
|
| 239 |
Melvin Capital Management
New York
| USD 1579 M | -USD 529 M | 4 | 6.65% | Reducidas |
|
| 240 |
Aristotle Capital Management
Los Angeles,
California
| USD 1569 M | +USD 91 M | 1 | 3.9% | Aumentadas |
|
| 241 |
LSV Asset Management
Chicago,
Illinois
| USD 1560 M | -USD 36.8 M | 9 | 2.83% | Reducidas |
|
| 242 |
Two Sigma Advisers
New York
| USD 1557 M | +USD 89.5 M | 16 | 4.16% | Aumentadas |
|
| 243 |
Natixis Advisors
Boston,
Massachusetts
| USD 1554 M | -USD 151 M | 13 | 8.95% | Reducidas |
|
| 244 |
Rockefeller Capital Management
New York
| USD 1553 M | +USD 213 M | 25 | 11.76% | Aumentadas |
|
| 245 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 1550 M | +USD 74.1 M | 18 | 11.99% | Aumentadas |
|
| 246 |
Third Point
New York
| USD 1543 M | -USD 23.4 M | 4 | 11.89% | Reducidas |
|
| 247 |
Dragoneer Investment Group
San Francisco,
California
| USD 1533 M | +USD 52.9 M | 3 | 22.94% | Aumentadas |
|
| 248 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1492 M | +USD 1.5 M | 12 | 10.18% | Aumentadas |
|
| 249 |
AIM
Allen Investment Management
New York
| USD 1468 M | +USD 42.3 M | 9 | 24.92% | Aumentadas |
|
| 250 |
Sculptor Capital
New York
| USD 1466 M | +USD 446 M | 5 | 6.33% | Aumentadas |
|