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 |
Gilder Gagnon Howe & Co
New York
| USD 925 M | +USD 2.43 M | 11 | 12.66% | Aumentadas |
|
| 327 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 920 M | -USD 98.4 M | 5 | 10.82% | Reducidas |
|
| 328 |
Tairen Capital
Hong Kong
| USD 918 M | +USD 733 M | 8 | 28.9% | Aumentadas |
|
| 329 |
Axiom Investors
Greenwich,
Connecticut
| USD 896 M | +USD 96.8 M | 4 | 13.33% | Aumentadas |
|
| 330 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 894 M | -USD 225 M | 4 | 65.2% | Reducidas |
|
| 331 |
Comgest Global Investors
Paris,
France
| USD 892 M | -USD 26.3 M | 4 | 14.91% | Reducidas |
|
| 332 |
VanEck Associates
New York
| USD 890 M | -USD 241 M | 14 | 1.95% | Reducidas |
|
| 333 |
TA
Trivest Advisors
Hong Kong
| USD 886 M | +USD 503 M | 6 | 30.52% | Aumentadas |
|
| 334 |
USS Investment Management
London,
United Kingdom
| USD 880 M | +USD 12.9 M | 15 | 10.39% | Aumentadas |
|
| 335 |
Empower Advisory Group
Greenwood Village,
Colorado
| USD 869 M | -USD 3.57 M | 12 | 3.75% | Reducidas |
|
| 336 |
SCGE Management
Menlo Park,
California
| USD 866 M | +USD 29.2 M | 3 | 20.4% | Aumentadas |
|
| 337 |
New York Life Investment Management
New York
| USD 861 M | -USD 6.32 M | 18 | 8.96% | Reducidas |
|
| 338 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 859 M | -USD 72.2 M | 14 | 10.23% | Reducidas |
|
| 339 |
Capital Group Private Client Services
Los Angeles,
California
| USD 858 M | -USD 22.8 M | 6 | 10.12% | Reducidas |
|
| 340 |
Huntington National Bank
Columbus,
Ohio
| USD 849 M | +USD 3.05 M | 27 | 7.87% | Aumentadas |
|
| 341 |
John W. Bristol & Co
New York
| USD 836 M | +USD 7.26 M | 5 | 15.85% | Aumentadas |
|
| 342 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 832 M | -USD 34.8 M | 5 | 12.28% | Reducidas |
|
| 343 |
Markel Group
Glen Allen,
Virginia
| USD 827 M | +USD 4.92 M | 4 | 9.85% | Aumentadas |
|
| 344 |
Two Sigma Investments
New York
| USD 823 M | -USD 6.02 M | 31 | 2.06% | Reducidas |
|
| 345 |
Ossiam
Paris,
France
| USD 817 M | -USD 92.5 M | 14 | 14.68% | Reducidas |
|
| 346 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 817 M | -USD 70.6 M | 6 | 14.08% | Reducidas |
|
| 347 |
Jupiter Asset Management
London,
United Kingdom
| USD 802 M | +USD 63.6 M | 11 | 8.76% | Aumentadas |
|
| 348 |
Yousif Capital Management
Bloomfield Hills,
Michigan
| USD 800 M | +USD 13.5 M | 17 | 9.73% | Aumentadas |
|
| 349 |
Cresset Asset Management
Chicago,
Illinois
| USD 797 M | +USD 571 M | 26 | 0.99% | Aumentadas |
|
| 350 |
Mutual of America Capital Management
New York
| USD 797 M | +USD 1.13 M | 13 | 9.05% | Aumentadas |
|