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 |
CIBC World Markets
New York
| USD 1300 M | -USD 115 M | 10 | 12.66% | Reducidas |
|
| 252 |
Gilder Gagnon Howe & Co
New York
| USD 1298 M | +USD 23.4 M | 10 | 8% | Aumentadas |
|
| 253 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 1294 M | +USD 130 M | 2 | 9.8% | Aumentadas |
|
| 254 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1272 M | -USD 94.9 M | 9 | 14.72% | Reducidas |
|
| 255 |
BAMCO Inc
New York
| USD 1264 M | +USD 104 M | 9 | 3.88% | Aumentadas |
|
| 256 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1261 M | +USD 6.08 M | 7 | 7.4% | Aumentadas |
|
| 257 |
Natixis
Paris,
France
| USD 1256 M | -USD 20.5 M | 17 | 9.25% | Reducidas |
|
| 258 |
Mackay Shields LLC
New York
| USD 1251 M | +USD 3.33 M | 15 | 8.49% | Aumentadas |
|
| 259 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1246 M | +USD 285 M | 21 | 12.39% | Aumentadas |
|
| 260 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1232 M | +USD 37.9 M | 13 | 11.57% | Aumentadas |
|
| 261 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1217 M | +USD 35.9 M | 13 | 13.25% | Aumentadas |
|
| 262 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 1194 M | -USD 50.2 M | 3 | 13.63% | Reducidas |
|
| 263 |
M&T Bank
Buffalo,
New York
| USD 1191 M | +USD 122 k | 14 | 5.85% | Aumentadas |
|
| 264 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1183 M | +USD 2.01 M | 12 | 12.26% | Aumentadas |
|
| 265 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1175 M | +USD 20.7 M | 21 | 7.04% | Aumentadas |
|
| 266 |
Marshall Wace
London,
United Kingdom
| USD 1157 M | +USD 115 M | 12 | 7.41% | Aumentadas |
|
| 267 |
First Pacific Advisors
El Segundo,
California
| USD 1123 M | -USD 131 M | 8 | 15.61% | Reducidas |
|
| 268 |
SG Americas Securities
New York
| USD 1104 M | +USD 411 M | 21 | 7.03% | Aumentadas |
|
| 269 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1103 M | -USD 34.5 M | 5 | 17.85% | Reducidas |
|
| 270 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 1088 M | -USD 938 M | 11 | 8.16% | Reducidas |
|
| 271 |
DFO
Duquesne Family Office
New York
| USD 1078 M | +USD 142 M | 6 | 31.29% | Aumentadas |
|
| 272 |
Renaissance Technologies
New York
| USD 1072 M | -USD 269 M | 15 | 1.07% | Reducidas |
|
| 273 |
Carmignac Gestion
Paris,
France
| USD 1070 M | +USD 67.6 M | 7 | 12.65% | Aumentadas |
|
| 274 |
Commerce Bank
Kansas City,
Missouri
| USD 1067 M | -USD 10.7 M | 15 | 9.65% | Reducidas |
|
| 275 |
Sculptor Capital
New York
| USD 1060 M | +USD 141 M | 6 | 6.71% | Aumentadas |
|