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 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1165 M | -USD 408 k | 7 | 7.28% | Reducidas |
|
| 252 |
Gilder Gagnon Howe & Co
New York
| USD 1136 M | -USD 17.1 M | 9 | 8.88% | Reducidas |
|
| 253 |
Venrock Management V
Palo Alto,
California
| USD 1129 M | +USD 877 M | 1 | 95% | Nuevas |
|
| 254 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 1121 M | +USD 105 M | 17 | 12.82% | Aumentadas |
|
| 255 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1121 M | +USD 18.1 M | 12 | 12.14% | Aumentadas |
|
| 256 |
M&T Bank
Buffalo,
New York
| USD 1118 M | -USD 15.2 M | 15 | 5.99% | Reducidas |
|
| 257 |
Point72 Asset Management
Stamford,
Connecticut
| USD 1117 M | +USD 304 M | 10 | 7.28% | Aumentadas |
|
| 258 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1108 M | -USD 78.3 M | 13 | 11.7% | Reducidas |
|
| 259 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1107 M | +USD 36.5 M | 12 | 13.89% | Aumentadas |
|
| 260 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1101 M | -USD 184 M | 20 | 6.73% | Reducidas |
|
| 261 |
Nomura Holdings
Tokyo,
Japan
| USD 1061 M | -USD 981 M | 15 | 3.69% | Reducidas |
|
| 262 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1060 M | -USD 127 M | 5 | 18.18% | Reducidas |
|
| 263 |
Maverick Capital
Dallas,
Texas
| USD 1059 M | -USD 18.4 M | 7 | 22.27% | Reducidas |
|
| 264 |
Third Point
New York
| USD 1011 M | +USD 404 M | 2 | 13.84% | Aumentadas |
|
| 265 |
Commerce Bank
Kansas City,
Missouri
| USD 1011 M | +USD 55.6 M | 14 | 9.85% | Aumentadas |
|
| 266 |
MetLife Investment Management
Whippany,
New Jersey
| USD 996 M | +USD 7.23 M | 14 | 11.32% | Aumentadas |
|
| 267 |
Comerica Bank
Dallas,
Texas
| USD 992 M | +USD 32.6 M | 20 | 7.64% | Aumentadas |
|
| 268 |
Millennium Management
New York
| USD 985 M | +USD 318 M | 25 | 1.35% | Aumentadas |
|
| 269 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 983 M | +USD 7.81 M | 13 | 15.06% | Aumentadas |
|
| 270 |
Skye Global Management
West Palm Beach,
Florida
| USD 979 M | +USD 7.7 M | 5 | 38.11% | Aumentadas |
|
| 271 |
Guggenheim Capital
Chicago,
Illinois
| USD 961 M | +USD 182 M | 16 | 7.44% | Aumentadas |
|
| 272 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 958 M | -USD 99.4 M | 3 | 32.17% | Reducidas |
|
| 273 |
BAMCO Inc
New York
| USD 933 M | +USD 133 M | 8 | 3.37% | Aumentadas |
|
| 274 |
Troy Asset Management
London,
United Kingdom
| USD 930 M | +USD 1.65 M | 2 | 26.09% | Aumentadas |
|
| 275 |
Carmignac Gestion
Paris,
France
| USD 929 M | -USD 10.9 M | 5 | 12.84% | Reducidas |
|