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 |
Mackay Shields LLC
New York
| USD 905 M | -USD 73.8 M | 15 | 8.37% | Reducidas |
|
| 252 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 900 M | +USD 127 M | 4 | 39.88% | Aumentadas |
|
| 253 |
Rockefeller Capital Management
New York
| USD 891 M | +USD 633 k | 19 | 11.68% | Aumentadas |
|
| 254 |
M&T Bank
Buffalo,
New York
| USD 889 M | +USD 10.2 M | 13 | 5.26% | Aumentadas |
|
| 255 |
Maverick Capital
Dallas,
Texas
| USD 875 M | -USD 178 M | 9 | 18.48% | Reducidas |
|
| 256 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 870 M | -USD 66 M | 13 | 11.17% | Reducidas |
|
| 257 |
Sculptor Capital
New York
| USD 869 M | -USD 215 M | 5 | 12.26% | Reducidas |
|
| 258 |
AIM
Allen Investment Management
New York
| USD 864 M | +USD 154 M | 8 | 25.88% | Aumentadas |
|
| 259 |
Manning & Napier Group
Fairport,
New York
| USD 862 M | +USD 256 M | 8 | 10.17% | Aumentadas |
|
| 260 |
Comgest Global Investors
Paris,
France
| USD 851 M | +USD 161 M | 6 | 17.36% | Aumentadas |
|
| 261 |
Farallon Capital Management
San Francisco,
California
| USD 849 M | -USD 33.9 M | 3 | 7.29% | Reducidas |
|
| 262 |
SCGE Management
Menlo Park,
California
| USD 831 M | +USD 251 M | 4 | 26.15% | Aumentadas |
|
| 263 |
Meritage Group
San Francisco,
California
| USD 826 M | -USD 148 M | 4 | 22.46% | Reducidas |
|
| 264 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 822 M | -USD 46.1 M | 13 | 13.23% | Reducidas |
|
| 265 |
Gilder Gagnon Howe & Co
New York
| USD 793 M | -USD 107 M | 9 | 9.5% | Reducidas |
|
| 266 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 783 M | +USD 11.8 M | 16 | 12.1% | Aumentadas |
|
| 267 |
Capital Bank & Trust
Irvine,
California
| USD 780 M | -USD 47.1 M | 13 | 13.14% | Reducidas |
|
| 268 |
Comerica Bank
Dallas,
Texas
| USD 778 M | -USD 9.06 M | 19 | 7.14% | Reducidas |
|
| 269 |
DFO
Duquesne Family Office
New York
| USD 774 M | +USD 355 M | 6 | 31.36% | Aumentadas |
|
| 270 |
MetLife Investment Management
Whippany,
New Jersey
| USD 764 M | -USD 24.7 M | 14 | 10.41% | Reducidas |
|
| 271 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 760 M | -USD 661 M | 11 | 8.17% | Reducidas |
|
| 272 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 759 M | +USD 5.87 M | 14 | 14.31% | Aumentadas |
|
| 273 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 755 M | +USD 309 M | 4 | 20.64% | Aumentadas |
|
| 274 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 747 M | -USD 165 M | 3 | 5.06% | Reducidas |
|
| 275 |
Skye Global Management
West Palm Beach,
Florida
| USD 740 M | +USD 303 M | 5 | 57.91% | Aumentadas |
|