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 |
Alyeska Investment Group
Chicago,
Illinois
| USD 605 M | +USD 37.1 M | 9 | 5.3% | Aumentadas |
|
| 377 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 596 M | +USD 37.5 M | 29 | 6.56% | Aumentadas |
|
| 378 |
Troy Asset Management
London,
United Kingdom
| USD 595 M | -USD 214 M | 2 | 17.6% | Reducidas |
|
| 379 |
Lazard Frères Gestion
Paris,
France
| USD 594 M | +USD 14.7 M | 4 | 21.92% | Aumentadas |
|
| 380 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 593 M | +USD 14.8 M | 17 | 13.49% | Aumentadas |
|
| 381 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 591 M | +USD 5.21 M | 3 | 7.3% | Aumentadas |
|
| 382 |
Silvercrest Asset Management
New York
| USD 589 M | -USD 16.7 M | 10 | 4.48% | Reducidas |
|
| 383 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 589 M | +USD 5.67 M | 11 | 16.91% | Aumentadas |
|
| 384 |
Ruane, Cunniff & Goldfarb
New York
| USD 582 M | -USD 13.9 M | 3 | 9.51% | Reducidas |
|
| 385 |
Waverton Investment Management
London,
United Kingdom
| USD 581 M | +USD 20.3 M | 7 | 17.94% | Aumentadas |
|
| 386 |
Himalaya Capital Management
Seattle,
Washington
| USD 580 M | USD 0 | 2 | 28.46% | Mantenido |
|
| 387 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 576 M | -USD 16.4 M | 8 | 15.46% | Reducidas |
|
| 388 |
AssetMark Inc
Concord,
California
| USD 575 M | +USD 20.5 M | 19 | 2.38% | Aumentadas |
|
| 389 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 568 M | +USD 84.4 M | 5 | 8.76% | Aumentadas |
|
| 390 |
Cryder Capital Partners
London,
United Kingdom
| USD 568 M | +USD 4.86 M | 3 | 30.18% | Aumentadas |
|
| 391 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 564 M | +USD 4.98 M | 6 | 6.74% | Aumentadas |
|
| 392 |
IEQ Capital
Foster City,
California
| USD 563 M | +USD 4.81 M | 18 | 13.06% | Aumentadas |
|
| 393 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 562 M | -USD 212 M | 5 | 4.42% | Reducidas |
|
| 394 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 561 M | +USD 11.1 M | 8 | 23.31% | Aumentadas |
|
| 395 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 550 M | +USD 63.9 M | 13 | 6.79% | Aumentadas |
|
| 396 |
Orion Portfolio Solutions
Omaha,
Nebraska
| USD 550 M | +USD 194 M | 13 | 6.79% | Aumentadas |
|
| 397 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 550 M | -USD 33.7 M | 5 | 14.2% | Reducidas |
|
| 398 |
Atalanta Sosnoff Capital
New York
| USD 549 M | -USD 13.8 M | 7 | 15.94% | Reducidas |
|
| 399 |
Jericho Capital Asset Management
New York
| USD 547 M | +USD 245 M | 2 | 22.7% | Aumentadas |
|
| 400 |
Zacks Investment Management
Chicago,
Illinois
| USD 545 M | +USD 41.5 M | 10 | 7.31% | Aumentadas |
|