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 |
QRG Capital Management
Chicago,
Illinois
| USD 1291 M | -USD 426 M | 16 | 15.64% | Reducidas |
|
| 377 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1289 M | -USD 25.9 M | 7 | 12.55% | Reducidas |
|
| 378 |
Gilder Gagnon Howe & Co
New York
| USD 1285 M | -USD 41.3 M | 9 | 13.09% | Reducidas |
|
| 379 |
Bridges Investment Management
Omaha,
Nebraska
| USD 1278 M | -USD 19.3 M | 7 | 16.34% | Reducidas |
|
| 380 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 1268 M | +USD 425 M | 13 | 4.22% | Aumentadas |
|
| 381 |
First Pacific Advisors
El Segundo,
California
| USD 1266 M | -USD 37.4 M | 3 | 17.49% | Reducidas |
|
| 382 |
ABN AMRO Bank
Amsterdam,
Netherlands
| USD 1265 M | +USD 258 M | 8 | 12.44% | Aumentadas |
|
| 383 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 1264 M | -USD 25.7 M | 18 | 12.91% | Reducidas |
|
| 384 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1263 M | -USD 149 M | 3 | 15.67% | Reducidas |
|
| 385 |
TD Waterhouse Canada
Toronto,
Ontario, Canada
| USD 1262 M | +USD 9.7 M | 26 | 8.22% | Aumentadas |
|
| 386 |
iA Global Asset Management
Quebec,
Quebec, Canada
| USD 1262 M | +USD 11.9 M | 8 | 17.27% | Aumentadas |
|
| 387 |
Viking Global Investors
Stamford,
Connecticut
| USD 1258 M | +USD 384 M | 1 | 3.27% | Aumentadas |
|
| 388 |
Voloridge Investment Management
Jupiter,
Florida
| USD 1256 M | +USD 211 M | 10 | 4.22% | Aumentadas |
|
| 389 |
Voyager Global Management
New York
| USD 1251 M | -USD 9.3 M | 3 | 36.65% | Reducidas |
|
| 390 |
Carmignac Gestion
Paris,
France
| USD 1247 M | -USD 125 M | 4 | 18.58% | Reducidas |
|
| 391 |
Achmea Investment Management
Zeist,
Netherlands
| USD 1247 M | -USD 10.9 M | 10 | 15.5% | Reducidas |
|
| 392 |
Regions Financial Corp
Birmingham,
Alabama
| USD 1245 M | +USD 261 k | 11 | 8.11% | Aumentadas |
|
| 393 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 1243 M | -USD 833 M | 2 | 9.05% | Reducidas |
|
| 394 |
Kestra Advisory Services
Austin,
Texas
| USD 1229 M | +USD 90.1 M | 24 | 5.62% | Aumentadas |
|
| 395 |
Lazard Frères Gestion
Paris,
France
| USD 1228 M | +USD 14.9 M | 7 | 23.37% | Aumentadas |
|
| 396 |
LSV Asset Management
Chicago,
Illinois
| USD 1219 M | +USD 427 M | 13 | 2.69% | Aumentadas |
|
| 397 |
Himalaya Capital Management
Seattle,
Washington
| USD 1215 M | USD 0 | 2 | 37.62% | Mantenido |
|
| 398 |
Banco Santander
Madrid,
Spain
| USD 1211 M | +USD 87.7 M | 11 | 10.76% | Aumentadas |
|
| 399 |
Saturna Capital
Bellingham,
Washington
| USD 1202 M | -USD 297 k | 6 | 15.49% | Reducidas |
|
| 400 |
MAI Capital Management
Independence,
Ohio
| USD 1196 M | +USD 2.32 M | 27 | 7.45% | Aumentadas |
|