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 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1200 M | -USD 133 M | 5 | 14.22% | Reducidas |
|
| 352 |
BlueSpruce Investments
Chicago,
Illinois
| USD 1195 M | +USD 189 M | 3 | 24.28% | Aumentadas |
|
| 353 |
First Pacific Advisors
El Segundo,
California
| USD 1192 M | -USD 43.2 M | 3 | 17.04% | Reducidas |
|
| 354 |
H&H International Investment
Palo Alto,
California
| USD 1179 M | -USD 229 M | 2 | 8.13% | Reducidas |
|
| 355 |
Alyeska Investment Group
Chicago,
Illinois
| USD 1176 M | -USD 518 M | 12 | 4.42% | Reducidas |
|
| 356 |
Employees Retirement System of Texas
Austin,
Texas
| USD 1174 M | -USD 6.18 M | 6 | 10.02% | Reducidas |
|
| 357 |
Zacks Investment Management
Chicago,
Illinois
| USD 1173 M | -USD 33 M | 13 | 10.86% | Reducidas |
|
| 358 |
Police & Firemen's Retirement System of New Jersey
Trenton,
New Jersey
| USD 1166 M | +USD 1130 M | 26 | 11.34% | Nuevas |
|
| 359 |
Guggenheim Capital
Chicago,
Illinois
| USD 1157 M | -USD 39.6 M | 18 | 9.38% | Reducidas |
|
| 360 |
Empower Advisory Group
Greenwood Village,
Colorado
| USD 1143 M | -USD 76.7 M | 11 | 3.85% | Reducidas |
|
| 361 |
Bridges Investment Management
Omaha,
Nebraska
| USD 1138 M | -USD 23 M | 6 | 15.91% | Reducidas |
|
| 362 |
Banque Transatlantique
Paris,
France
| USD 1137 M | +USD 1172 M | 9 | 28.93% | Nuevas |
|
| 363 |
New York Life Investment Management
New York
| USD 1134 M | +USD 18.3 M | 14 | 11.07% | Aumentadas |
|
| 364 |
Renaissance Technologies
New York
| USD 1129 M | -USD 825 M | 23 | 1.67% | Reducidas |
|
| 365 |
Danica Pension Livsforsikrings
Copenhagen V,
| USD 1119 M | -USD 45 M | 5 | 20.94% | Reducidas |
|
| 366 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 1117 M | -USD 188 M | 8 | 8.48% | Reducidas |
|
| 367 |
Jefferies Financial Group
New York
| USD 1115 M | +USD 998 M | 14 | 6.67% | Aumentadas |
|
| 368 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1111 M | -USD 32.5 M | 6 | 12.01% | Reducidas |
|
| 369 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 1088 M | -USD 127 M | 5 | 13.52% | Reducidas |
|
| 370 |
Cresset Asset Management
Chicago,
Illinois
| USD 1085 M | -USD 590 M | 20 | 5.18% | Reducidas |
|
| 371 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 1085 M | -USD 42.2 M | 14 | 12.12% | Reducidas |
|
| 372 |
Stockbridge Partners
Boston,
Massachusetts
| USD 1084 M | +USD 27.7 M | 2 | 23.01% | Aumentadas |
|
| 373 |
Verition Fund Management
Greenwich,
Connecticut
| USD 1081 M | +USD 419 M | 28 | 4.28% | Aumentadas |
|
| 374 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 1080 M | -USD 63.2 M | 4 | 12.21% | Reducidas |
|
| 375 |
John W. Bristol & Co
New York
| USD 1072 M | -USD 24 M | 5 | 17.62% | Reducidas |
|