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 |
D1 Capital Partners
New York
| USD 2156 M | +USD 72.1 M | 3 | 13.02% | Aumentadas |
|
| 227 |
Gilder Gagnon Howe & Co
New York
| USD 2089 M | -USD 15.4 M | 12 | 11.89% | Reducidas |
|
| 228 |
American International Group
New York
| USD 2086 M | +USD 49.1 M | 26 | 10.43% | Aumentadas |
|
| 229 |
Rockefeller Capital Management
New York
| USD 2059 M | +USD 28.8 M | 28 | 9.61% | Aumentadas |
|
| 230 |
Brown Brothers Harriman & Co
New York
| USD 2041 M | -USD 32.7 M | 18 | 11.47% | Reducidas |
|
| 231 |
Osaic Holdings
Scottsdale,
Arizona
| USD 2040 M | -USD 21.7 M | 40 | 3.86% | Reducidas |
|
| 232 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1985 M | +USD 49.5 M | 15 | 10.41% | Aumentadas |
|
| 233 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1941 M | -USD 97.2 M | 3 | 13.64% | Reducidas |
|
| 234 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1938 M | -USD 162 M | 4 | 6.1% | Reducidas |
|
| 235 |
Third Point
New York
| USD 1936 M | +USD 171 M | 3 | 13.51% | Aumentadas |
|
| 236 |
Two Sigma Investments
New York
| USD 1859 M | +USD 685 M | 26 | 3.97% | Aumentadas |
|
| 237 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1851 M | +USD 55.6 M | 14 | 11.81% | Aumentadas |
|
| 238 |
AIM
Allen Investment Management
New York
| USD 1838 M | -USD 4.43 M | 13 | 23.06% | Reducidas |
|
| 239 |
LSV Asset Management
Chicago,
Illinois
| USD 1838 M | +USD 98 M | 11 | 3.26% | Aumentadas |
|
| 240 |
Independent Franchise Partners
London,
United Kingdom
| USD 1823 M | -USD 417 M | 3 | 14.36% | Reducidas |
|
| 241 |
SCGE Management
Menlo Park,
California
| USD 1799 M | -USD 146 M | 4 | 20.4% | Reducidas |
|
| 242 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1792 M | +USD 45.4 M | 9 | 10.65% | Aumentadas |
|
| 243 |
Apollo Management Holdings
New York
| USD 1752 M | +USD 5.64 M | 2 | 7.62% | Aumentadas |
|
| 244 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1752 M | -USD 54.3 M | 7 | 8.16% | Reducidas |
|
| 245 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1743 M | +USD 9.5 M | 6 | 16.14% | Aumentadas |
|
| 246 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 1729 M | +USD 298 M | 4 | 23.51% | Aumentadas |
|
| 247 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 1725 M | +USD 12.6 M | 17 | 11.77% | Aumentadas |
|
| 248 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1697 M | -USD 30 M | 25 | 12.93% | Reducidas |
|
| 249 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1694 M | -USD 18.3 M | 17 | 8.04% | Reducidas |
|
| 250 |
Troy Asset Management
London,
United Kingdom
| USD 1688 M | -USD 36.2 M | 2 | 29.51% | Reducidas |
|