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 | |
|---|---|---|---|---|---|---|---|
| 301 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 397 M | +USD 26.6 M | 8 | 2.21% | Aumentadas |
|
| 302 |
ProShare Advisors
Bethesda,
Maryland
| USD 396 M | -USD 211 M | 10 | 5.53% | Reducidas |
|
| 303 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 395 M | -USD 1.19 M | 7 | 10.19% | Reducidas |
|
| 304 |
Appaloosa LP
Short Hills,
New Jersey
| USD 395 M | -USD 93.1 M | 2 | 8.97% | Reducidas |
|
| 305 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 395 M | +USD 5.91 M | 10 | 7.89% | Aumentadas |
|
| 306 |
Natixis
Paris,
France
| USD 394 M | +USD 37.6 M | 8 | 4.55% | Aumentadas |
|
| 307 |
Jupiter Investment Management
London,
United Kingdom
| USD 392 M | -USD 37.7 M | 9 | 6.8% | Reducidas |
|
| 308 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 389 M | +USD 50.9 M | 6 | 25.09% | Aumentadas |
|
| 309 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 388 M | -USD 3.14 M | 7 | 10.89% | Reducidas |
|
| 310 |
Atalanta Sosnoff Capital
New York
| USD 387 M | +USD 26.1 M | 6 | 13.4% | Aumentadas |
|
| 311 |
ClariVest Asset Management
San Diego,
California
| USD 385 M | +USD 19.3 M | 8 | 11.2% | Aumentadas |
|
| 312 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 382 M | -USD 2.98 M | 7 | 7.92% | Reducidas |
|
| 313 |
Melvin Capital Management
New York
| USD 382 M | +USD 146 M | 3 | 10.06% | Aumentadas |
|
| 314 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 381 M | +USD 41.9 M | 8 | 6.8% | Aumentadas |
|
| 315 |
Hosking Partners
London,
United Kingdom
| USD 373 M | +USD 42.5 M | 5 | 12.5% | Aumentadas |
|
| 316 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 373 M | +USD 8.34 M | 10 | 8.16% | Aumentadas |
|
| 317 |
HighTower Advisors
Chicago,
Illinois
| USD 369 M | +USD 14.8 M | 15 | 4.27% | Aumentadas |
|
| 318 |
Glenview Capital Management
New York
| USD 368 M | +USD 64 M | 2 | 2.63% | Aumentadas |
|
| 319 |
GX
Greylock XIII
Menlo Park,
California
| USD 364 M | USD 0 | 1 | 100% | Mantenido |
|
| 320 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 361 M | -USD 41.2 M | 3 | 12.83% | Reducidas |
|
| 321 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 359 M | +USD 66.8 M | 1 | 73.83% | Aumentadas |
|
| 322 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 359 M | USD 0 | 3 | 16.22% | Mantenido |
|
| 323 |
Ruffer LLP
London,
United Kingdom
| USD 357 M | -USD 42.3 M | 3 | 21.34% | Reducidas |
|
| 324 |
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
| USD 357 M | +USD 44.8 M | 1 | 13.64% | Aumentadas |
|
| 325 |
GMT Capital
Atlanta,
Georgia
| USD 356 M | +USD 14.7 M | 4 | 7.27% | Aumentadas |
|