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 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 1455 M | -USD 502 M | 2 | 13.47% | Reducidas |
|
| 227 |
NMO
Newlands Management Operations
Dallas,
Texas
| USD 1435 M | +USD 158 M | 6 | 25.65% | Aumentadas |
|
| 228 |
Farallon Capital Management
San Francisco,
California
| USD 1421 M | +USD 157 M | 4 | 7.76% | Aumentadas |
|
| 229 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1419 M | -USD 317 M | 4 | 23.21% | Reducidas |
|
| 230 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1411 M | +USD 7 M | 7 | 8.7% | Aumentadas |
|
| 231 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1392 M | -USD 271 M | 16 | 4.13% | Reducidas |
|
| 232 |
Point72 Asset Management
Stamford,
Connecticut
| USD 1386 M | -USD 182 M | 14 | 4.29% | Reducidas |
|
| 233 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 1372 M | -USD 154 M | 15 | 11.08% | Reducidas |
|
| 234 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 1369 M | +USD 5.02 M | 24 | 10.72% | Aumentadas |
|
| 235 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1359 M | +USD 83.5 M | 15 | 7.71% | Aumentadas |
|
| 236 |
MetLife Investment Management
Whippany,
New Jersey
| USD 1357 M | -USD 13.5 M | 25 | 9.76% | Reducidas |
|
| 237 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1350 M | -USD 6.68 M | 23 | 9.08% | Reducidas |
|
| 238 |
Citadel Advisors
Miami,
Florida
| USD 1335 M | -USD 319 M | 43 | 0.29% | Reducidas |
|
| 239 |
AIM
Allen Investment Management
New York
| USD 1328 M | +USD 9.9 M | 11 | 22.26% | Aumentadas |
|
| 240 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1326 M | +USD 10.3 M | 6 | 15.3% | Aumentadas |
|
| 241 |
Holocene Advisors
New York
| USD 1324 M | +USD 317 M | 7 | 6.51% | Aumentadas |
|
| 242 |
Rathbones Group
Liverpool,
United Kingdom
| USD 1311 M | +USD 21.2 M | 9 | 13.41% | Aumentadas |
|
| 243 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 1309 M | -USD 10.8 M | 16 | 5.19% | Reducidas |
|
| 244 |
Creative Planning
Overland Park,
Kansas
| USD 1278 M | +USD 10.5 M | 26 | 1.84% | Aumentadas |
|
| 245 |
Amalgamated Bank
New York
| USD 1277 M | +USD 8.68 M | 26 | 10.88% | Aumentadas |
|
| 246 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1267 M | +USD 2.25 M | 25 | 11.37% | Aumentadas |
|
| 247 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1263 M | -USD 69.5 M | 5 | 7.19% | Reducidas |
|
| 248 |
D1 Capital Partners
New York
| USD 1257 M | -USD 849 M | 5 | 23.66% | Reducidas |
|
| 249 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 1257 M | +USD 3.22 M | 16 | 9.08% | Aumentadas |
|
| 250 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 1255 M | +USD 202 M | 16 | 19.52% | Aumentadas |
|