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 | |
|---|---|---|---|---|---|---|---|
| 351 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 1132 M | -USD 736 M | 11 | 10.4% | Reducidas |
|
| 352 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 1120 M | +USD 68.3 M | 16 | 13.92% | Aumentadas |
|
| 353 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 1117 M | +USD 289 M | 11 | 9.55% | Aumentadas |
|
| 354 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 1112 M | +USD 32.2 M | 16 | 13.13% | Aumentadas |
|
| 355 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 1111 M | USD 0 | 3 | 69.61% | Mantenido |
|
| 356 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1111 M | -USD 8.94 M | 6 | 12.66% | Reducidas |
|
| 357 |
New York Life Investment Management
New York
| USD 1109 M | -USD 19.5 M | 14 | 11.15% | Reducidas |
|
| 358 |
Danica Pension Livsforsikrings
Copenhagen V,
| USD 1102 M | -USD 45.6 M | 5 | 22.58% | Reducidas |
|
| 359 |
Champlain Investment Partners
Burlington,
Vermont
| USD 1090 M | -USD 131 M | 4 | 6.68% | Reducidas |
|
| 360 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 1072 M | +USD 7.44 M | 16 | 12.03% | Aumentadas |
|
| 361 |
AGF Management
Toronto,
Ontario, Canada
| USD 1069 M | -USD 84.1 M | 9 | 5.93% | Reducidas |
|
| 362 |
Farallon Capital Management
San Francisco,
California
| USD 1066 M | -USD 106 M | 3 | 4.57% | Reducidas |
|
| 363 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 1061 M | -USD 241 M | 4 | 9.8% | Reducidas |
|
| 364 |
John W. Bristol & Co
New York
| USD 1059 M | -USD 33.9 M | 5 | 17.14% | Reducidas |
|
| 365 |
Point72 Asset Management
Stamford,
Connecticut
| USD 1053 M | -USD 728 M | 9 | 2.76% | Reducidas |
|
| 366 |
Balyasny Asset Management
Chicago,
Illinois
| USD 1043 M | -USD 494 M | 22 | 1.83% | Reducidas |
|
| 367 |
IEQ Capital
Foster City,
California
| USD 1040 M | +USD 50.9 M | 21 | 14% | Aumentadas |
|
| 368 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 1028 M | +USD 100 M | 8 | 13.82% | Aumentadas |
|
| 369 |
Himalaya Capital Management
Seattle,
Washington
| USD 1022 M | USD 0 | 2 | 39.88% | Mantenido |
|
| 370 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 1020 M | -USD 19.8 M | 19 | 17.35% | Reducidas |
|
| 371 |
iA Global Asset Management
Quebec,
Quebec, Canada
| USD 1013 M | +USD 42.5 M | 10 | 19.35% | Aumentadas |
|
| 372 |
SC US (TTGP)
Menlo Park,
California
| USD 1013 M | -USD 5.92 M | 1 | 8.17% | Reducidas |
|
| 373 |
SCGE Management
Menlo Park,
California
| USD 1010 M | -USD 92.9 M | 2 | 19.74% | Reducidas |
|
| 374 |
Kestra Advisory Services
Austin,
Texas
| USD 1007 M | +USD 193 M | 21 | 5.63% | Aumentadas |
|
| 375 |
Williams Jones Wealth Management
New York
| USD 1005 M | +USD 14.5 M | 7 | 12.47% | Aumentadas |
|