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 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 528 M | -USD 21.9 M | 5 | 13.84% | Reducidas |
|
| 402 |
Tocqueville Asset Management
New York
| USD 525 M | -USD 25.4 M | 13 | 10.05% | Reducidas |
|
| 403 |
Salesforce Inc
San Francisco,
California
| USD 523 M | +USD 496 M | 1 | 37.66% | Nuevas |
|
| 404 |
Congress Asset Management
Boston,
Massachusetts
| USD 523 M | -USD 3.21 M | 6 | 5.66% | Reducidas |
|
| 405 |
Martin Currie
Edinburgh,
United Kingdom
| USD 521 M | -USD 11.1 M | 3 | 26.91% | Reducidas |
|
| 406 |
Douglas Lane & Associates
New York
| USD 520 M | -USD 6.47 M | 8 | 10.29% | Reducidas |
|
| 407 |
Close Asset Management
London,
United Kingdom
| USD 515 M | +USD 2.57 M | 8 | 35.04% | Aumentadas |
|
| 408 |
Crake Asset Management
London,
United Kingdom
| USD 513 M | +USD 162 M | 4 | 27.2% | Aumentadas |
|
| 409 |
Hitchwood Capital Management
New York
| USD 513 M | +USD 26.7 M | 7 | 13.56% | Aumentadas |
|
| 410 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 502 M | +USD 1.02 M | 12 | 9.01% | Aumentadas |
|
| 411 |
Silvercrest Asset Management
New York
| USD 496 M | -USD 62.3 M | 10 | 4.25% | Reducidas |
|
| 412 |
Williams Jones Wealth Management
New York
| USD 493 M | -USD 16.9 M | 9 | 9.13% | Reducidas |
|
| 413 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 487 M | -USD 8.9 M | 12 | 10.73% | Reducidas |
|
| 414 |
Norinchukin Bank
Tokyo,
Japan
| USD 486 M | +USD 10.3 M | 10 | 7.69% | Aumentadas |
|
| 415 |
Antipodes Partners
Royal Exchange,
Australia
| USD 485 M | -USD 71 M | 4 | 22.24% | Reducidas |
|
| 416 |
Mizuho Securities
Tokyo,
Japan
| USD 485 M | +USD 11.3 M | 6 | 87.29% | Aumentadas |
|
| 417 |
Daiwa Securities Group
Tokyo,
Japan
| USD 480 M | +USD 94.6 M | 18 | 4.35% | Aumentadas |
|
| 418 |
Banco Santander
Madrid,
Spain
| USD 480 M | -USD 37 M | 8 | 6.31% | Reducidas |
|
| 419 |
Gates Foundation Trust
Kirkland,
Washington
| USD 479 M | USD 0 | 4 | 2.17% | Mantenido |
|
| 420 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 475 M | -USD 3.2 M | 4 | 49.53% | Reducidas |
|
| 421 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 473 M | +USD 28.6 M | 12 | 23.41% | Aumentadas |
|
| 422 |
Hosking Partners
London,
United Kingdom
| USD 473 M | -USD 75.8 M | 7 | 14.55% | Reducidas |
|
| 423 |
Suvretta Capital Management
New York
| USD 473 M | +USD 163 M | 2 | 8.52% | Aumentadas |
|
| 424 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 470 M | -USD 141 M | 13 | 4.73% | Reducidas |
|
| 425 |
TIAA FSB
Jacksonville,
Florida
| USD 470 M | -USD 11.8 M | 8 | 2.1% | Reducidas |
|