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 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 651 M | -USD 13.2 M | 14 | 1.87% | Reducidas |
|
| 252 |
Alleghany Corporation
New York
| USD 648 M | USD 0 | 3 | 20.35% | Mantenido |
|
| 253 |
Moore Capital Management
New York
| USD 647 M | +USD 69.6 M | 7 | 12.51% | Aumentadas |
|
| 254 |
Cantillon Capital Management
New York
| USD 646 M | -USD 19.5 M | 2 | 7.52% | Reducidas |
|
| 255 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 643 M | +USD 11 M | 14 | 7.24% | Aumentadas |
|
| 256 |
Numeric Investors
Boston,
Massachusetts
| USD 643 M | -USD 223 M | 10 | 4.94% | Reducidas |
|
| 257 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 642 M | +USD 4.24 M | 12 | 8.65% | Aumentadas |
|
| 258 |
Sound Shore Management
Greenwich,
Connecticut
| USD 632 M | -USD 67.4 M | 4 | 10.32% | Reducidas |
|
| 259 |
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 628 M | -USD 1.31 M | 2 | 10.37% | Reducidas |
|
| 260 |
Silver Lake Group
Menlo Park,
California
| USD 620 M | USD 0 | 1 | 18.04% | Mantenido |
|
| 261 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 615 M | -USD 7.15 M | 2 | 3.64% | Reducidas |
|
| 262 |
CBT
Capital Bank & Trust
Irvine,
California
| USD 612 M | -USD 11.9 M | 14 | 7.81% | Reducidas |
|
| 263 |
MC
Maplelane Capital
New York
| USD 612 M | +USD 126 M | 5 | 12.02% | Aumentadas |
|
| 264 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 609 M | +USD 49.8 M | 9 | 13.78% | Aumentadas |
|
| 265 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 608 M | +USD 2.62 M | 2 | 5.74% | Aumentadas |
|
| 266 |
Rockefeller Financial Services
New York
| USD 599 M | +USD 873 k | 10 | 11.41% | Aumentadas |
|
| 267 |
Nuveen
Charlotte,
North Carolina
| USD 596 M | +USD 8.5 M | 13 | 3.9% | Aumentadas |
|
| 268 |
WCM Investment Management
Laguna Beach,
California
| USD 589 M | -USD 6.28 M | 3 | 7.44% | Reducidas |
|
| 269 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 581 M | +USD 32.9 M | 5 | 4.95% | Aumentadas |
|
| 270 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 579 M | -USD 26.4 M | 5 | 3.47% | Reducidas |
|
| 271 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 576 M | -USD 21.2 M | 10 | 2.75% | Reducidas |
|
| 272 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 571 M | -USD 13.3 M | 5 | 5.78% | Reducidas |
|
| 273 |
M&T Bank
Buffalo,
New York
| USD 570 M | -USD 15 M | 14 | 3.09% | Reducidas |
|
| 274 |
Farallon Capital Management
San Francisco,
California
| USD 566 M | +USD 85.2 M | 2 | 5.03% | Aumentadas |
|
| 275 |
SCM
Steadfast Capital Management
New York
| USD 565 M | +USD 118 M | 2 | 8.75% | Aumentadas |
|