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 |
Lazard Frères Gestion
Paris,
France
| USD 584 M | +USD 8.33 M | 5 | 20.32% | Aumentadas |
|
| 402 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 584 M | +USD 18.8 M | 5 | 13.51% | Aumentadas |
|
| 403 |
Tower Research Capital (TRC)
New York
| USD 584 M | +USD 439 M | 36 | 9.82% | Aumentadas |
|
| 404 |
Tocqueville Asset Management
New York
| USD 582 M | -USD 3.08 M | 13 | 8.96% | Reducidas |
|
| 405 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 582 M | -USD 218 M | 12 | 5.19% | Reducidas |
|
| 406 |
DCP
Darsana Capital Partners
New York
| USD 581 M | +USD 287 M | 2 | 16.25% | Aumentadas |
|
| 407 |
PointState Capital
New York
| USD 581 M | -USD 339 M | 3 | 11.5% | Reducidas |
|
| 408 |
SCM
Steadfast Capital Management
New York
| USD 581 M | -USD 387 M | 2 | 6.04% | Reducidas |
|
| 409 |
H&H International Investment
Palo Alto,
California
| USD 579 M | -USD 193 M | 1 | 8.06% | Reducidas |
|
| 410 |
Deccan Value Investors
Greenwich,
Connecticut
| USD 577 M | -USD 98.3 M | 2 | 25.55% | Reducidas |
|
| 411 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 572 M | +USD 161 M | 5 | 4.09% | Aumentadas |
|
| 412 |
Eminence Capital
New York
| USD 569 M | +USD 167 M | 4 | 7.05% | Aumentadas |
|
| 413 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 568 M | +USD 39 M | 27 | 6.27% | Aumentadas |
|
| 414 |
ING Group
Amsterdam,
Netherlands
| USD 568 M | -USD 76.9 M | 9 | 11.76% | Reducidas |
|
| 415 |
Douglas Lane & Associates
New York
| USD 564 M | +USD 5.39 M | 8 | 8.75% | Aumentadas |
|
| 416 |
Munro Partners
Melbourne,
Australia
| USD 564 M | +USD 191 M | 4 | 24.26% | Aumentadas |
|
| 417 |
Impax Asset Management Group
London,
United Kingdom
| USD 549 M | +USD 116 M | 7 | 2.81% | Aumentadas |
|
| 418 |
Williams Jones Wealth Management
New York
| USD 547 M | -USD 729 k | 9 | 8.55% | Reducidas |
|
| 419 |
TIAA FSB
Jacksonville,
Florida
| USD 543 M | +USD 2.92 M | 8 | 1.94% | Aumentadas |
|
| 420 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 538 M | -USD 26 M | 14 | 4.27% | Reducidas |
|
| 421 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 535 M | +USD 37.6 M | 5 | 25.06% | Aumentadas |
|
| 422 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 531 M | +USD 46.5 M | 8 | 21.36% | Aumentadas |
|
| 423 |
Madrona Venture Group
Seattle,
Washington
| USD 529 M | -USD 100 M | 1 | 97.23% | Reducidas |
|
| 424 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 527 M | -USD 2.83 M | 4 | 72.09% | Reducidas |
|
| 425 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 525 M | -USD 17.8 M | 12 | 13.8% | Reducidas |
|