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 |
Sculptor Capital
New York
| USD 886 M | -USD 627 M | 5 | 7.23% | Reducidas |
|
| 327 |
Ruane, Cunniff & Goldfarb
New York
| USD 882 M | -USD 16.3 M | 4 | 8.29% | Reducidas |
|
| 328 |
Everett Harris & Co
Los Angeles,
California
| USD 881 M | -USD 9.16 M | 7 | 15.29% | Reducidas |
|
| 329 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 866 M | -USD 19.6 M | 14 | 19.09% | Reducidas |
|
| 330 |
Maverick Capital
Dallas,
Texas
| USD 858 M | -USD 191 M | 12 | 7.9% | Reducidas |
|
| 331 |
Comgest Global Investors
Paris,
France
| USD 854 M | +USD 70.1 M | 6 | 13.07% | Aumentadas |
|
| 332 |
Voloridge Investment Management
Jupiter,
Florida
| USD 842 M | +USD 220 M | 19 | 6.15% | Aumentadas |
|
| 333 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 837 M | -USD 25.1 M | 14 | 9.1% | Reducidas |
|
| 334 |
Tybourne Capital Management
Hong Kong
| USD 830 M | +USD 33.2 M | 4 | 18.22% | Aumentadas |
|
| 335 |
DFO
Duquesne Family Office
New York
| USD 826 M | -USD 161 M | 5 | 18.24% | Reducidas |
|
| 336 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 823 M | -USD 294 M | 20 | 4% | Reducidas |
|
| 337 |
GuardCap Asset Management
London,
United Kingdom
| USD 818 M | +USD 65.4 M | 3 | 14.79% | Aumentadas |
|
| 338 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 814 M | +USD 30.3 M | 24 | 1.73% | Aumentadas |
|
| 339 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 811 M | +USD 22.2 M | 22 | 4.41% | Aumentadas |
|
| 340 |
Atlanta Capital Management
Atlanta,
Georgia
| USD 810 M | -USD 95 M | 2 | 2.86% | Reducidas |
|
| 341 |
Meritage Group
San Francisco,
California
| USD 805 M | -USD 431 k | 3 | 15.43% | Reducidas |
|
| 342 |
Xponance
Philadelphia,
Pennsylvania
| USD 803 M | -USD 6.3 M | 18 | 17.01% | Reducidas |
|
| 343 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 796 M | +USD 21 M | 16 | 9.44% | Aumentadas |
|
| 344 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 793 M | +USD 45.5 M | 3 | 18.08% | Aumentadas |
|
| 345 |
Davenport & Co
Richmond,
Virginia
| USD 791 M | +USD 71.3 M | 9 | 7.43% | Aumentadas |
|
| 346 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 788 M | -USD 45.3 M | 22 | 11.77% | Reducidas |
|
| 347 |
Marsico Capital Management
Denver,
Colorado
| USD 781 M | +USD 55.7 M | 5 | 20.36% | Aumentadas |
|
| 348 |
Texas Permanent School Fund
Austin,
Texas
| USD 777 M | -USD 43.5 M | 12 | 9.62% | Reducidas |
|
| 349 |
Pendal Group
Sydney,
Australia
| USD 774 M | -USD 56.6 M | 8 | 7.6% | Reducidas |
|
| 350 |
Employees Retirement System of Texas
Austin,
Texas
| USD 773 M | -USD 61.2 M | 12 | 9.97% | Reducidas |
|