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 | |
|---|---|---|---|---|---|---|---|
| 276 |
Jana Partners
New York
| USD 341 M | +USD 346 M | 1 | 3.84% | Nuevas |
|
| 277 |
Ninety One (UK)
London,
United Kingdom
| USD 340 M | +USD 14.3 M | 4 | 2.13% | Aumentadas |
|
| 278 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 340 M | +USD 51.5 M | 4 | 1.56% | Aumentadas |
|
| 279 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 337 M | +USD 30.5 M | 5 | 2.94% | Aumentadas |
|
| 280 |
Senator Investment Group
New York
| USD 334 M | +USD 344 M | 2 | 4.08% | Nuevas |
|
| 281 |
Columbus Circle Investors
| USD 334 M | +USD 67.2 M | 3 | 2.73% | Aumentadas |
|
| 282 |
Fundsmith LLP
London,
United Kingdom
| USD 333 M | +USD 15.2 M | 1 | 10.17% | Aumentadas |
|
| 283 |
Comgest Global Investors
Paris,
France
| USD 332 M | -USD 74.2 M | 6 | 12.57% | Reducidas |
|
| 284 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 332 M | -USD 60.9 M | 8 | 2.97% | Reducidas |
|
| 285 |
Winton Group
London,
United Kingdom
| USD 331 M | +USD 29.2 M | 7 | 2.62% | Aumentadas |
|
| 286 |
Marshall Wace
London,
United Kingdom
| USD 331 M | +USD 132 M | 10 | 4.07% | Aumentadas |
|
| 287 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 330 M | +USD 24.3 M | 4 | 4.3% | Aumentadas |
|
| 288 |
Omega Advisors
New York
| USD 326 M | +USD 183 M | 2 | 6.59% | Aumentadas |
|
| 289 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 326 M | -USD 786 k | 1 | 6.88% | Reducidas |
|
| 290 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 326 M | -USD 45.4 M | 2 | 4.75% | Reducidas |
|
| 291 |
Glenview Capital Management
New York
| USD 326 M | -USD 13.7 M | 1 | 1.62% | Reducidas |
|
| 292 |
GAM Holding
Zurich,
Switzerland
| USD 325 M | -USD 61.2 M | 10 | 5.59% | Reducidas |
|
| 293 |
Bessemer Group
Woodbridge,
New Jersey
| USD 325 M | +USD 55.5 M | 10 | 1.86% | Aumentadas |
|
| 294 |
Employees Retirement System of Texas
Austin,
Texas
| USD 321 M | -USD 3.16 M | 10 | 4.58% | Reducidas |
|
| 295 |
C WorldWide Group
Copenhagen,
Denmark
| USD 321 M | -USD 121 M | 2 | 5.39% | Reducidas |
|
| 296 |
City National Bank
Beverly Hills,
Delaware
| USD 320 M | +USD 62.7 M | 7 | 2.75% | Aumentadas |
|
| 297 |
FI
Focused Investors
Los Angeles,
California
| USD 314 M | -USD 6.05 M | 2 | 11.48% | Reducidas |
|
| 298 |
John W. Bristol & Co
New York
| USD 314 M | -USD 74.1 M | 3 | 8.38% | Reducidas |
|
| 299 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 312 M | +USD 43.7 M | 7 | 1.9% | Aumentadas |
|
| 300 |
ClariVest Asset Management
San Diego,
California
| USD 310 M | +USD 37.4 M | 6 | 9.32% | Aumentadas |
|