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 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 743 M | -USD 142 M | 8 | 5.46% | Reducidas |
|
| 377 |
Texas Permanent School Fund
Austin,
Texas
| USD 741 M | -USD 46.3 M | 13 | 10.08% | Reducidas |
|
| 378 |
Appaloosa LP
Short Hills,
New Jersey
| USD 722 M | +USD 23.5 M | 3 | 28.9% | Aumentadas |
|
| 379 |
Quilter Plc
London,
United Kingdom
| USD 722 M | +USD 27.4 M | 6 | 19.62% | Aumentadas |
|
| 380 |
Maverick Capital
Dallas,
Texas
| USD 721 M | -USD 113 M | 12 | 12.67% | Reducidas |
|
| 381 |
Silvercrest Asset Management
New York
| USD 721 M | -USD 27.9 M | 11 | 4.68% | Reducidas |
|
| 382 |
Regions Financial Corp
Birmingham,
Alabama
| USD 717 M | -USD 12.7 M | 13 | 5.78% | Reducidas |
|
| 383 |
Congress Asset Management
Boston,
Massachusetts
| USD 714 M | +USD 7.69 M | 6 | 6.07% | Aumentadas |
|
| 384 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 711 M | +USD 105 M | 3 | 20.2% | Aumentadas |
|
| 385 |
Advisors Asset Management
Monument,
Colorado
| USD 707 M | -USD 39.9 M | 22 | 10.88% | Reducidas |
|
| 386 |
Stockbridge Partners
Boston,
Massachusetts
| USD 698 M | +USD 140 M | 3 | 15.06% | Aumentadas |
|
| 387 |
Atreides Management
Boston,
Massachusetts
| USD 697 M | +USD 136 M | 4 | 21.48% | Aumentadas |
|
| 388 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 697 M | +USD 16.9 M | 19 | 13.57% | Aumentadas |
|
| 389 |
MML Investors Services
Springfield,
Massachusetts
| USD 691 M | +USD 43.4 M | 19 | 4.88% | Aumentadas |
|
| 390 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 686 M | +USD 3.55 M | 9 | 13.94% | Aumentadas |
|
| 391 |
Baupost Group
Boston,
Massachusetts
| USD 681 M | +USD 42.6 M | 1 | 7.32% | Aumentadas |
|
| 392 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 678 M | +USD 39.4 M | 30 | 6.55% | Aumentadas |
|
| 393 |
Williams Jones Wealth Management
New York
| USD 677 M | -USD 4.72 M | 8 | 9.43% | Reducidas |
|
| 394 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 674 M | +USD 27.1 M | 8 | 25.89% | Aumentadas |
|
| 395 |
PCM
Palestra Capital Management
New York
| USD 673 M | +USD 73.9 M | 3 | 20.95% | Aumentadas |
|
| 396 |
H&H International Investment
Palo Alto,
California
| USD 671 M | +USD 331 M | 2 | 7.11% | Aumentadas |
|
| 397 |
Voyager Global Management
New York
| USD 667 M | +USD 242 M | 3 | 38.18% | Aumentadas |
|
| 398 |
Axiom Investors
Greenwich,
Connecticut
| USD 666 M | -USD 51.6 M | 3 | 15.74% | Reducidas |
|
| 399 |
Cryder Capital Partners
London,
United Kingdom
| USD 655 M | +USD 14.4 M | 3 | 32.16% | Aumentadas |
|
| 400 |
Douglass Winthrop Advisors
New York
| USD 654 M | +USD 13.7 M | 8 | 15.46% | Aumentadas |
|