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 | |
|---|---|---|---|---|---|---|---|
| 251 |
Natixis Advisors
Boston,
Massachusetts
| USD 533 M | +USD 44.7 M | 11 | 6.41% | Aumentadas |
|
| 252 |
Two Sigma Investments
New York
| USD 532 M | -USD 376 M | 14 | 2.04% | Reducidas |
|
| 253 |
Rockefeller Financial Services
New York
| USD 530 M | -USD 31 M | 8 | 10.78% | Reducidas |
|
| 254 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 529 M | +USD 173 k | 12 | 6.43% | Aumentadas |
|
| 255 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 527 M | +USD 8.15 M | 5 | 3.37% | Aumentadas |
|
| 256 |
Comerica Bank
Dallas,
Texas
| USD 526 M | +USD 4.99 M | 12 | 4.16% | Aumentadas |
|
| 257 |
Institutional Capital
Chicago,
Illinois
| USD 523 M | -USD 80.1 M | 3 | 7.75% | Reducidas |
|
| 258 |
Scharf Investments
Los Gatos,
California
| USD 518 M | -USD 22.6 M | 2 | 12.02% | Reducidas |
|
| 259 |
Senator Investment Group
New York
| USD 513 M | +USD 70.1 M | 2 | 7.79% | Aumentadas |
|
| 260 |
BRC
Blue Ridge Capital
New York
| USD 513 M | -USD 15.7 M | 2 | 6.46% | Reducidas |
|
| 261 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 510 M | +USD 19.1 M | 10 | 5.42% | Aumentadas |
|
| 262 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 510 M | +USD 11.5 M | 2 | 4.82% | Aumentadas |
|
| 263 |
TCM
Tybourne Capital Management
Hong Kong
| USD 508 M | +USD 232 M | 2 | 24.65% | Aumentadas |
|
| 264 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 505 M | +USD 2.18 M | 11 | 7.73% | Aumentadas |
|
| 265 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 502 M | -USD 55.8 M | 3 | 3.6% | Reducidas |
|
| 266 |
Axiom Investors
Greenwich,
Connecticut
| USD 498 M | -USD 14.3 M | 5 | 14.22% | Reducidas |
|
| 267 |
Farallon Capital Management
San Francisco,
California
| USD 496 M | +USD 158 M | 2 | 5.71% | Aumentadas |
|
| 268 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 492 M | +USD 7.92 M | 9 | 4.28% | Aumentadas |
|
| 269 |
Silver Lake Group
Menlo Park,
California
| USD 491 M | -USD 244 M | 1 | 13.28% | Reducidas |
|
| 270 |
M&T Bank
Buffalo,
New York
| USD 489 M | -USD 1.21 M | 12 | 3.04% | Reducidas |
|
| 271 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 483 M | -USD 7.37 M | 3 | 28.45% | Reducidas |
|
| 272 |
PGGM Investments
Zeist,
Netherlands
| USD 478 M | -USD 23.7 M | 7 | 2.44% | Reducidas |
|
| 273 |
SG Americas Securities
New York
| USD 477 M | +USD 316 M | 15 | 4% | Aumentadas |
|
| 274 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 476 M | +USD 37.8 M | 9 | 10.65% | Aumentadas |
|
| 275 |
Numeric Investors
Boston,
Massachusetts
| USD 475 M | +USD 216 M | 10 | 4.35% | Aumentadas |
|