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 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 997 M | -USD 132 M | 12 | 6.18% | Reducidas |
|
| 252 |
CM
Conifer Management
New York
| USD 996 M | +USD 914 M | 3 | 47.65% | Nuevas |
|
| 253 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 993 M | USD 0 | 1 | 0.41% | Mantenido |
|
| 254 |
Axiom Investors
Greenwich,
Connecticut
| USD 978 M | -USD 76.9 M | 5 | 22.77% | Reducidas |
|
| 255 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 976 M | -USD 20.1 M | 3 | 4.9% | Reducidas |
|
| 256 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 953 M | +USD 14.9 M | 7 | 5.04% | Aumentadas |
|
| 257 |
Farallon Capital Management
San Francisco,
California
| USD 952 M | -USD 50.1 M | 3 | 6.43% | Reducidas |
|
| 258 |
Tybourne Capital Management
Hong Kong
| USD 950 M | +USD 306 M | 3 | 36.43% | Aumentadas |
|
| 259 |
Ursa Fund Management
Danville,
California
| USD 945 M | +USD 895 M | 3 | 39.5% | Aumentadas |
|
| 260 |
M&T Bank
Buffalo,
New York
| USD 921 M | +USD 2.78 M | 13 | 4.32% | Aumentadas |
|
| 261 |
Rockefeller Capital Management
New York
| USD 920 M | -USD 21.1 M | 16 | 11.46% | Reducidas |
|
| 262 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 901 M | +USD 1.29 M | 13 | 11.06% | Aumentadas |
|
| 263 |
Capital Bank & Trust
Irvine,
California
| USD 895 M | -USD 3.77 M | 14 | 11.6% | Reducidas |
|
| 264 |
Causeway Capital Management
Los Angeles,
California
| USD 889 M | +USD 17.9 M | 3 | 9.54% | Aumentadas |
|
| 265 |
Gilder Gagnon Howe & Co
New York
| USD 872 M | -USD 87.1 M | 9 | 9.05% | Reducidas |
|
| 266 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 859 M | -USD 7.97 M | 7 | 8.26% | Reducidas |
|
| 267 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 852 M | -USD 62.3 M | 3 | 46.12% | Reducidas |
|
| 268 |
Melvin Capital Management
New York
| USD 842 M | -USD 558 M | 2 | 6.91% | Reducidas |
|
| 269 |
Jupiter Investment Management
London,
United Kingdom
| USD 832 M | +USD 3.79 M | 12 | 11.52% | Aumentadas |
|
| 270 |
SG Americas Securities
New York
| USD 832 M | +USD 393 M | 17 | 7.59% | Aumentadas |
|
| 271 |
Eminence Capital
New York
| USD 820 M | -USD 46.8 M | 4 | 9.22% | Reducidas |
|
| 272 |
MetLife Investment Management
Whippany,
New Jersey
| USD 817 M | -USD 20.9 M | 14 | 8.51% | Reducidas |
|
| 273 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 813 M | +USD 75 M | 16 | 10.6% | Aumentadas |
|
| 274 |
Matthews International Capital Management
San Francisco,
California
| USD 802 M | -USD 2.55 M | 1 | 38.26% | Reducidas |
|
| 275 |
Pzena Investment Management
New York
| USD 795 M | -USD 38.8 M | 2 | 3.71% | Reducidas |
|