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 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 758 M | +USD 217 M | 1 | 10.29% | Aumentadas |
|
| 327 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 756 M | +USD 489 M | 18 | 3.23% | Aumentadas |
|
| 328 |
Two Sigma Investments
New York
| USD 755 M | -USD 500 M | 29 | 2.16% | Reducidas |
|
| 329 |
Westpac Banking Corp
Sydney,
Australia
| USD 753 M | +USD 30.1 M | 15 | 10.12% | Aumentadas |
|
| 330 |
Meritage Group
San Francisco,
California
| USD 750 M | +USD 6.01 M | 4 | 22.7% | Aumentadas |
|
| 331 |
Capital Group Private Client Services
Los Angeles,
California
| USD 750 M | +USD 41.5 M | 6 | 9.3% | Aumentadas |
|
| 332 |
Aspex Management (HK)
Central,
Hong Kong
| USD 744 M | +USD 107 M | 1 | 18.27% | Aumentadas |
|
| 333 |
Empower Advisory Group
Greenwood Village,
Colorado
| USD 735 M | +USD 675 M | 12 | 3.3% | Nuevas |
|
| 334 |
Gilder Gagnon Howe & Co
New York
| USD 731 M | -USD 30.6 M | 11 | 12.12% | Reducidas |
|
| 335 |
New York Life Investment Management
New York
| USD 730 M | -USD 21.4 M | 17 | 8.12% | Reducidas |
|
| 336 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 728 M | -USD 51.3 M | 5 | 11.38% | Reducidas |
|
| 337 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 728 M | +USD 188 M | 7 | 16.02% | Aumentadas |
|
| 338 |
USS Investment Management
London,
United Kingdom
| USD 726 M | +USD 16.2 M | 15 | 9.88% | Aumentadas |
|
| 339 |
Balyasny Asset Management
Chicago,
Illinois
| USD 720 M | +USD 350 M | 20 | 1.8% | Aumentadas |
|
| 340 |
AGF Management
Toronto,
Ontario, Canada
| USD 713 M | +USD 87.1 M | 12 | 4.89% | Aumentadas |
|
| 341 |
Findlay Park Partners
London,
United Kingdom
| USD 713 M | -USD 480 M | 2 | 7.53% | Reducidas |
|
| 342 |
Huntington National Bank
Columbus,
Ohio
| USD 712 M | -USD 4.67 M | 26 | 7.07% | Reducidas |
|
| 343 |
Stockbridge Partners
Boston,
Massachusetts
| USD 708 M | -USD 148 M | 2 | 16.41% | Reducidas |
|
| 344 |
Metropolis Capital
Amersham,
United Kingdom
| USD 705 M | +USD 24.1 M | 3 | 29.65% | Aumentadas |
|
| 345 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 699 M | -USD 58.6 M | 3 | 19.46% | Reducidas |
|
| 346 |
SCGE Management
Menlo Park,
California
| USD 696 M | -USD 209 M | 3 | 19.1% | Reducidas |
|
| 347 |
John W. Bristol & Co
New York
| USD 693 M | +USD 25.2 M | 5 | 14.25% | Aumentadas |
|
| 348 |
Nomura Holdings
Tokyo,
Japan
| USD 691 M | +USD 194 M | 15 | 2.2% | Aumentadas |
|
| 349 |
Markel Group
Glen Allen,
Virginia
| USD 687 M | +USD 16.5 M | 4 | 8.74% | Aumentadas |
|
| 350 |
Egerton Capital (UK)
London,
United Kingdom
| USD 683 M | -USD 798 M | 2 | 7.38% | Reducidas |
|