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 | |
|---|---|---|---|---|---|---|---|
| 326 |
FI
Focused Investors
Los Angeles,
California
| USD 308 M | -USD 28.6 M | 2 | 11.84% | Reducidas |
|
| 327 |
Omega Advisors
New York
| USD 308 M | -USD 85.6 M | 2 | 8.19% | Reducidas |
|
| 328 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 307 M | -USD 24.3 M | 5 | 10.43% | Reducidas |
|
| 329 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 301 M | +USD 1.99 M | 3 | 15.76% | Aumentadas |
|
| 330 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 301 M | +USD 372 k | 5 | 1.97% | Aumentadas |
|
| 331 |
TCM
Tybourne Capital Management
Hong Kong
| USD 300 M | +USD 84.4 M | 1 | 19.42% | Aumentadas |
|
| 332 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 297 M | -USD 20.4 M | 9 | 2.7% | Reducidas |
|
| 333 |
NWQ Investment Management Company
Los Angeles,
California
| USD 295 M | -USD 9.6 M | 3 | 4.6% | Reducidas |
|
| 334 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 295 M | +USD 8.09 M | 6 | 3.91% | Aumentadas |
|
| 335 |
Edge Asset Management
Seattle,
Washington
| USD 294 M | +USD 1.74 M | 6 | 2.82% | Aumentadas |
|
| 336 |
Winton Group
London,
United Kingdom
| USD 293 M | -USD 127 M | 5 | 3.17% | Reducidas |
|
| 337 |
Capital Fund Management (CFM)
Paris,
France
| USD 292 M | +USD 221 M | 8 | 2.83% | Aumentadas |
|
| 338 |
HCM
Hoplite Capital Management
New York
| USD 292 M | -USD 48.7 M | 2 | 14.73% | Reducidas |
|
| 339 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 290 M | -USD 20.1 M | 11 | 8.87% | Reducidas |
|
| 340 |
GMT Capital
Atlanta,
Georgia
| USD 288 M | +USD 70.1 M | 3 | 7.06% | Aumentadas |
|
| 341 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 285 M | +USD 65.5 M | 9 | 7.12% | Aumentadas |
|
| 342 |
Glenview Capital Management
New York
| USD 284 M | +USD 105 M | 1 | 2.07% | Aumentadas |
|
| 343 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 283 M | +USD 29.6 M | 3 | 36% | Aumentadas |
|
| 344 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 279 M | +USD 17.1 M | 12 | 7.54% | Aumentadas |
|
| 345 |
Victory Capital Management
San Antonio,
Texas
| USD 277 M | +USD 12.4 M | 13 | 1.14% | Aumentadas |
|
| 346 |
Abrams Capital Management
Boston,
Massachusetts
| USD 275 M | USD 0 | 1 | 12.99% | Mantenido |
|
| 347 |
Corvex Management
New York
| USD 275 M | -USD 287 M | 1 | 4.54% | Reducidas |
|
| 348 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 273 M | +USD 17.6 M | 8 | 7.41% | Aumentadas |
|
| 349 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 273 M | +USD 9.7 M | 3 | 7.51% | Aumentadas |
|
| 350 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 273 M | +USD 53.1 M | 10 | 3.85% | Aumentadas |
|