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 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 294 M | -USD 6.88 M | 5 | 1.98% | Reducidas |
|
| 327 |
GX
Greylock XIII
Menlo Park,
California
| USD 293 M | USD 0 | 1 | 99.91% | Mantenido |
|
| 328 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 292 M | +USD 13.5 M | 12 | 7.62% | Aumentadas |
|
| 329 |
FI
Focused Investors
Los Angeles,
California
| USD 290 M | -USD 4.77 M | 2 | 11.42% | Reducidas |
|
| 330 |
GMT Capital
Atlanta,
Georgia
| USD 289 M | +USD 9.8 M | 3 | 7% | Aumentadas |
|
| 331 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 289 M | +USD 3.2 M | 9 | 2.64% | Aumentadas |
|
| 332 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 288 M | +USD 15.6 M | 10 | 8.38% | Aumentadas |
|
| 333 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 287 M | +USD 53.3 M | 3 | 1.92% | Aumentadas |
|
| 334 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 285 M | +USD 19.2 M | 9 | 5.91% | Aumentadas |
|
| 335 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 284 M | +USD 10.6 M | 6 | 23.62% | Aumentadas |
|
| 336 |
John W. Bristol & Co
New York
| USD 284 M | -USD 36.1 M | 4 | 8.01% | Reducidas |
|
| 337 |
NM
NWI Management
New York
| USD 283 M | -USD 56 M | 2 | 23.6% | Reducidas |
|
| 338 |
Hosking Partners
London,
United Kingdom
| USD 283 M | +USD 46.7 M | 5 | 11.76% | Aumentadas |
|
| 339 |
Third Point
New York
| USD 281 M | -USD 283 M | 1 | 2.68% | Reducidas |
|
| 340 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 278 M | +USD 43 M | 9 | 3.17% | Aumentadas |
|
| 341 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 275 M | +USD 9.24 M | 11 | 6.16% | Aumentadas |
|
| 342 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 272 M | +USD 23.8 M | 9 | 3.03% | Aumentadas |
|
| 343 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 270 M | -USD 3.44 M | 7 | 3.5% | Reducidas |
|
| 344 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 270 M | -USD 27.3 M | 5 | 12.63% | Reducidas |
|
| 345 |
Alyeska Investment Group
Chicago,
Illinois
| USD 265 M | +USD 47.2 M | 5 | 2.49% | Aumentadas |
|
| 346 |
Aristotle Capital Management
Los Angeles,
California
| USD 265 M | -USD 185 M | 1 | 2.87% | Reducidas |
|
| 347 |
Edge Asset Management
Seattle,
Washington
| USD 265 M | -USD 21.9 M | 6 | 2.36% | Reducidas |
|
| 348 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 264 M | -USD 3.63 M | 6 | 2.95% | Reducidas |
|
| 349 |
Omega Advisors
New York
| USD 263 M | -USD 21.7 M | 2 | 7.46% | Reducidas |
|
| 350 |
Glenview Capital Management
New York
| USD 262 M | USD 0 | 1 | 1.85% | Mantenido |
|