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 | |
|---|---|---|---|---|---|---|---|
| 401 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 344 M | +USD 102 M | 10 | 5.24% | Aumentadas |
|
| 402 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 342 M | -USD 130 M | 5 | 4.67% | Reducidas |
|
| 403 |
B
BP
London,
United Kingdom
| USD 341 M | +USD 19.3 M | 12 | 11.01% | Aumentadas |
|
| 404 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 341 M | +USD 5.26 M | 3 | 12.65% | Aumentadas |
|
| 405 |
AIM
Allen Investment Management
New York
| USD 339 M | +USD 22.1 M | 6 | 12.91% | Aumentadas |
|
| 406 |
Silvercrest Asset Management
New York
| USD 337 M | -USD 3.69 M | 9 | 3.16% | Reducidas |
|
| 407 |
Icahn Carl
Sunny Isles Beach,
Florida
| USD 334 M | +USD 314 M | 1 | 1.38% | Nuevas |
|
| 408 |
Gotham Asset Management
New York
| USD 334 M | +USD 29.1 M | 12 | 4.83% | Aumentadas |
|
| 409 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 333 M | -USD 38.1 M | 1 | 30.14% | Reducidas |
|
| 410 |
HCM
Highline Capital Management
New York
| USD 333 M | +USD 48.2 M | 3 | 11.16% | Aumentadas |
|
| 411 |
PGGM Investments
Zeist,
Netherlands
| USD 331 M | +USD 89.5 M | 3 | 1.82% | Aumentadas |
|
| 412 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 330 M | -USD 32.8 M | 10 | 7.95% | Reducidas |
|
| 413 |
SCM
Suvretta Capital Management
New York
| USD 329 M | -USD 116 M | 1 | 8.72% | Reducidas |
|
| 414 |
Huntington National Bank
Columbus,
Ohio
| USD 329 M | +USD 12.3 M | 16 | 5.46% | Aumentadas |
|
| 415 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 326 M | -USD 4 M | 5 | 3.5% | Reducidas |
|
| 416 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 325 M | -USD 343 M | 1 | 2.08% | Reducidas |
|
| 417 |
Williams Jones & Associates
New York
| USD 325 M | -USD 9.08 M | 8 | 7.17% | Reducidas |
|
| 418 |
SAM
Scopus Asset Management
New York
| USD 324 M | +USD 19.7 M | 3 | 3% | Aumentadas |
|
| 419 |
Douglas Lane & Associates
New York
| USD 323 M | +USD 12.1 M | 7 | 6.85% | Aumentadas |
|
| 420 |
Markel Group
Glen Allen,
Virginia
| USD 320 M | +USD 10.3 M | 4 | 5.88% | Aumentadas |
|
| 421 |
Light Street Capital Management
Palo Alto,
California
| USD 320 M | +USD 82.8 M | 4 | 22.37% | Aumentadas |
|
| 422 |
Nikko Asset Management Americas
New York
| USD 318 M | +USD 50.9 M | 4 | 9.51% | Aumentadas |
|
| 423 |
Alyeska Investment Group
Chicago,
Illinois
| USD 318 M | -USD 157 M | 6 | 2.85% | Reducidas |
|
| 424 |
Rheos Capital Works
Tokyo,
Japan
| USD 318 M | +USD 19.1 M | 3 | 45.03% | Aumentadas |
|
| 425 |
Omega Advisors
New York
| USD 318 M | -USD 23.1 M | 4 | 11.07% | Reducidas |
|