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 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 673 M | -USD 36.5 k | 13 | 13.51% | Reducidas |
|
| 402 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 672 M | -USD 31.3 M | 12 | 21.03% | Reducidas |
|
| 403 |
PointState Capital
New York
| USD 672 M | +USD 26.3 M | 3 | 11.6% | Aumentadas |
|
| 404 |
Venrock Management V
Palo Alto,
California
| USD 669 M | -USD 582 M | 1 | 99.56% | Reducidas |
|
| 405 |
BlueSpruce Investments
Chicago,
Illinois
| USD 666 M | +USD 98.3 M | 1 | 12.14% | Aumentadas |
|
| 406 |
ING Group
Amsterdam,
Netherlands
| USD 655 M | +USD 9.5 M | 9 | 10.44% | Aumentadas |
|
| 407 |
Pendal Group
Sydney,
Australia
| USD 647 M | -USD 220 M | 9 | 5.93% | Reducidas |
|
| 408 |
Tocqueville Asset Management
New York
| USD 646 M | -USD 17 M | 13 | 9.34% | Reducidas |
|
| 409 |
Douglas Lane & Associates
New York
| USD 644 M | +USD 4.85 M | 8 | 9.03% | Aumentadas |
|
| 410 |
Munro Partners
Melbourne,
Australia
| USD 640 M | -USD 201 k | 3 | 22.05% | Reducidas |
|
| 411 |
Williams Jones Wealth Management
New York
| USD 636 M | +USD 4.45 M | 9 | 8.89% | Aumentadas |
|
| 412 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 632 M | +USD 65.1 M | 2 | 17.24% | Aumentadas |
|
| 413 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 631 M | -USD 99.2 M | 13 | 7.89% | Reducidas |
|
| 414 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 630 M | -USD 48.5 M | 7 | 24.36% | Reducidas |
|
| 415 |
Cryder Capital Partners
London,
United Kingdom
| USD 628 M | +USD 97.3 M | 3 | 32.65% | Aumentadas |
|
| 416 |
Consulta
London,
United Kingdom
| USD 619 M | +USD 33.2 M | 2 | 29.15% | Aumentadas |
|
| 417 |
London Company of Virginia
Richmond,
Virginia
| USD 612 M | +USD 5.82 M | 3 | 3.26% | Aumentadas |
|
| 418 |
IFM Investors
Melbourne,
Australia
| USD 612 M | +USD 37.9 M | 13 | 12.51% | Aumentadas |
|
| 419 |
Causeway Capital Management
Los Angeles,
California
| USD 611 M | -USD 80.4 M | 3 | 12.47% | Reducidas |
|
| 420 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 605 M | -USD 3.19 M | 8 | 21.14% | Reducidas |
|
| 421 |
CCLA Investment Management
London,
United Kingdom
| USD 604 M | +USD 104 k | 3 | 7.34% | Aumentadas |
|
| 422 |
Gabelli Funds
Rye,
New York
| USD 601 M | +USD 5.12 M | 12 | 3.83% | Aumentadas |
|
| 423 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 600 M | -USD 6.64 M | 4 | 72.94% | Reducidas |
|
| 424 |
AH Equity Partners III
Menlo Park,
California
| USD 598 M | USD 0 | 1 | 90.01% | Mantenido |
|
| 425 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 598 M | -USD 10.6 M | 13 | 4.47% | Reducidas |
|