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 | |
|---|---|---|---|---|---|---|---|
| 376 |
SCM
Suvretta Capital Management
New York
| USD 249 M | +USD 236 M | 2 | 12.27% | Nuevas |
|
| 377 |
Asset Management One
Tokyo,
Japan
| USD 248 M | +USD 15 M | 12 | 3.71% | Aumentadas |
|
| 378 |
NM
NWI Management
New York
| USD 248 M | +USD 89.9 M | 3 | 23.77% | Aumentadas |
|
| 379 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 246 M | +USD 99.3 M | 6 | 7.63% | Aumentadas |
|
| 380 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 245 M | -USD 5.24 M | 5 | 6.18% | Reducidas |
|
| 381 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 245 M | +USD 6.17 M | 3 | 12.97% | Aumentadas |
|
| 382 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 244 M | +USD 29.6 M | 7 | 4.45% | Aumentadas |
|
| 383 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 244 M | -USD 9.5 M | 5 | 11.45% | Reducidas |
|
| 384 |
Silvercrest Asset Management
New York
| USD 244 M | +USD 29.7 M | 7 | 3.37% | Aumentadas |
|
| 385 |
DFO
Duquesne Family Office
New York
| USD 243 M | +USD 98.1 M | 4 | 24.92% | Aumentadas |
|
| 386 |
Brandes Investment Partners
La Jolla,
California
| USD 243 M | -USD 13.9 M | 2 | 3.55% | Reducidas |
|
| 387 |
TCM
Tybourne Capital Management
Hong Kong
| USD 241 M | -USD 388 M | 1 | 18.86% | Reducidas |
|
| 388 |
Criterion Capital Management
San Francisco,
California
| USD 241 M | +USD 16.6 M | 3 | 7.55% | Aumentadas |
|
| 389 |
Commerce Bank
Kansas City,
Missouri
| USD 240 M | +USD 3.94 M | 10 | 4.02% | Aumentadas |
|
| 390 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 238 M | -USD 15.1 M | 4 | 5.39% | Reducidas |
|
| 391 |
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
| USD 237 M | -USD 23.7 M | 1 | 12.63% | Reducidas |
|
| 392 |
NF Trinity Capital
Central,
Hong Kong
| USD 235 M | +USD 226 M | 3 | 26.69% | Nuevas |
|
| 393 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 234 M | +USD 58.5 M | 4 | 19.51% | Aumentadas |
|
| 394 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 234 M | -USD 94.8 M | 5 | 1.49% | Reducidas |
|
| 395 |
Alyeska Investment Group
Chicago,
Illinois
| USD 233 M | +USD 143 M | 2 | 2.48% | Aumentadas |
|
| 396 |
Jericho Capital Asset Management
New York
| USD 232 M | +USD 117 M | 2 | 10.2% | Aumentadas |
|
| 397 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 231 M | -USD 12.7 M | 8 | 3.79% | Reducidas |
|
| 398 |
QS Investors
New York
| USD 230 M | +USD 44.1 M | 12 | 2.22% | Aumentadas |
|
| 399 |
OAMG
Odey Asset Management Group
London,
United Kingdom
| USD 228 M | +USD 53.5 M | 4 | 18.64% | Aumentadas |
|
| 400 |
WCM Investment Management
Laguna Beach,
California
| USD 228 M | +USD 72.4 M | 3 | 4.68% | Aumentadas |
|