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 | |
|---|---|---|---|---|---|---|---|
| 426 |
PCM
Palestra Capital Management
New York
| USD 300 M | +USD 10.4 M | 3 | 16.61% | Aumentadas |
|
| 427 |
Douglas Lane & Associates
New York
| USD 300 M | +USD 16 M | 7 | 6.51% | Aumentadas |
|
| 428 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 298 M | +USD 105 M | 4 | 10.41% | Aumentadas |
|
| 429 |
BP
London,
United Kingdom
| USD 297 M | -USD 24.9 M | 10 | 10.78% | Reducidas |
|
| 430 |
Troy Asset Management
London,
United Kingdom
| USD 296 M | -USD 33.6 M | 2 | 13.63% | Reducidas |
|
| 431 |
Gotham Asset Management
New York
| USD 295 M | +USD 85 M | 9 | 4.13% | Aumentadas |
|
| 432 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 294 M | +USD 17.6 M | 8 | 4.06% | Aumentadas |
|
| 433 |
Huntington National Bank
Columbus,
Ohio
| USD 294 M | +USD 6.77 M | 15 | 4.9% | Aumentadas |
|
| 434 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 292 M | +USD 1.35 M | 1 | 4.49% | Aumentadas |
|
| 435 |
AIM
Allen Investment Management
New York
| USD 292 M | +USD 15.6 M | 5 | 12.17% | Aumentadas |
|
| 436 |
SAM
Scopus Asset Management
New York
| USD 292 M | -USD 21.9 M | 4 | 2.7% | Reducidas |
|
| 437 |
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 285 M | -USD 286 M | 1 | 5.03% | Reducidas |
|
| 438 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 280 M | +USD 56.4 M | 8 | 8.24% | Aumentadas |
|
| 439 |
BWA
Brave Warrior Advisors
New York
| USD 279 M | +USD 31.1 M | 1 | 12.28% | Aumentadas |
|
| 440 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 279 M | +USD 12.2 M | 14 | 8.12% | Aumentadas |
|
| 441 |
Select Equity Group
New York
| USD 277 M | +USD 164 M | 2 | 2.27% | Aumentadas |
|
| 442 |
Markel Group
Glen Allen,
Virginia
| USD 276 M | +USD 16.6 M | 5 | 5.24% | Aumentadas |
|
| 443 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 275 M | +USD 24.5 M | 12 | 5.72% | Aumentadas |
|
| 444 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 275 M | -USD 42.7 M | 7 | 17.83% | Reducidas |
|
| 445 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 274 M | -USD 940 k | 12 | 6.62% | Reducidas |
|
| 446 |
Senator Investment Group
New York
| USD 273 M | -USD 38.6 M | 1 | 3.25% | Reducidas |
|
| 447 |
Skye Global Management
West Palm Beach,
Florida
| USD 270 M | +USD 160 M | 3 | 68.62% | Aumentadas |
|
| 448 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 268 M | -USD 1.28 M | 3 | 43.32% | Reducidas |
|
| 449 |
Rheos Capital Works
Tokyo,
Japan
| USD 268 M | +USD 119 M | 3 | 45.97% | Aumentadas |
|
| 450 |
Voloridge Investment Management
Jupiter,
Florida
| USD 268 M | -USD 76 M | 8 | 6.3% | Reducidas |
|