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 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 591 M | -USD 27.2 M | 4 | 73.29% | Reducidas |
|
| 427 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 588 M | -USD 340 M | 3 | 19.65% | Reducidas |
|
| 428 |
Balyasny Asset Management
Chicago,
Illinois
| USD 588 M | +USD 195 M | 18 | 2.45% | Aumentadas |
|
| 429 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 587 M | -USD 242 M | 4 | 17.71% | Reducidas |
|
| 430 |
RBC Europe
London,
United Kingdom
| USD 582 M | +USD 26.1 M | 16 | 23.89% | Aumentadas |
|
| 431 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 580 M | -USD 4.15 M | 5 | 29.4% | Reducidas |
|
| 432 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 579 M | +USD 94.5 M | 5 | 24.51% | Aumentadas |
|
| 433 |
HM Payson & Co
Portland,
Maine
| USD 577 M | -USD 600 k | 18 | 14.06% | Reducidas |
|
| 434 |
AKO Capital
London,
United Kingdom
| USD 577 M | +USD 13.6 M | 1 | 5.98% | Aumentadas |
|
| 435 |
Gladstone Capital Management
London,
United Kingdom
| USD 574 M | -USD 11.7 M | 4 | 28.92% | Reducidas |
|
| 436 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 569 M | -USD 32.6 M | 13 | 4.36% | Reducidas |
|
| 437 |
Welch & Forbes
Boston,
Massachusetts
| USD 568 M | +USD 265 k | 9 | 9.45% | Aumentadas |
|
| 438 |
Voloridge Investment Management
Jupiter,
Florida
| USD 566 M | +USD 8.08 M | 20 | 3.64% | Aumentadas |
|
| 439 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 559 M | +USD 7.05 M | 6 | 10.01% | Aumentadas |
|
| 440 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 557 M | USD 0 | 1 | 6.34% | Mantenido |
|
| 441 |
BlueSpruce Investments
Chicago,
Illinois
| USD 556 M | -USD 141 M | 1 | 9.68% | Reducidas |
|
| 442 |
Intermede Investment Partners
London,
United Kingdom
| USD 554 M | +USD 8.5 M | 3 | 12.73% | Aumentadas |
|
| 443 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 552 M | -USD 322 M | 2 | 16.96% | Reducidas |
|
| 444 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 551 M | -USD 3.49 M | 2 | 15.87% | Reducidas |
|
| 445 |
Norinchukin Bank
Tokyo,
Japan
| USD 550 M | +USD 24.8 M | 10 | 7.64% | Aumentadas |
|
| 446 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 549 M | +USD 46.2 M | 3 | 14.94% | Aumentadas |
|
| 447 |
Kestra Advisory Services
Austin,
Texas
| USD 549 M | +USD 69.2 M | 21 | 5.49% | Aumentadas |
|
| 448 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 549 M | -USD 27.2 M | 7 | 6.56% | Reducidas |
|
| 449 |
Oppenheimer Asset Management
New York
| USD 545 M | -USD 10.7 M | 16 | 7.74% | Reducidas |
|
| 450 |
Alphinity Investment Management
Sydney,
Australia
| USD 544 M | +USD 12.5 M | 3 | 20.26% | Aumentadas |
|