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 |
Atreides Management
Boston,
Massachusetts
| USD 642 M | +USD 352 M | 4 | 20.06% | Aumentadas |
|
| 427 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 641 M | +USD 19.9 M | 7 | 10.72% | Aumentadas |
|
| 428 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 640 M | +USD 47.9 M | 11 | 14.78% | Aumentadas |
|
| 429 |
HM Payson & Co
Portland,
Maine
| USD 639 M | -USD 697 k | 23 | 13.88% | Reducidas |
|
| 430 |
Institutional Venture Management XVI
Menlo Park,
California
| USD 638 M | +USD 609 M | 1 | 46.08% | Nuevas |
|
| 431 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 637 M | +USD 25.3 M | 13 | 4.59% | Aumentadas |
|
| 432 |
Welch & Forbes
Boston,
Massachusetts
| USD 632 M | -USD 2.99 M | 9 | 9.47% | Reducidas |
|
| 433 |
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 632 M | +USD 626 M | 8 | 14.6% | Nuevas |
|
| 434 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 632 M | -USD 39 M | 4 | 16.81% | Reducidas |
|
| 435 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 632 M | -USD 6.58 M | 5 | 28.96% | Reducidas |
|
| 436 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 631 M | +USD 62.3 M | 17 | 13.64% | Aumentadas |
|
| 437 |
Balyasny Asset Management
Chicago,
Illinois
| USD 630 M | -USD 8.22 M | 20 | 2.15% | Reducidas |
|
| 438 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 629 M | -USD 43.7 M | 15 | 8.07% | Reducidas |
|
| 439 |
PCM
Palestra Capital Management
New York
| USD 628 M | +USD 40.2 M | 3 | 18.18% | Aumentadas |
|
| 440 |
Hyperion Asset Management
Brisbane,
Australia
| USD 625 M | +USD 71.8 M | 3 | 24.61% | Aumentadas |
|
| 441 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 624 M | -USD 11 M | 3 | 19.81% | Reducidas |
|
| 442 |
Standard Investments
New York
| USD 621 M | -USD 76 M | 2 | 15.81% | Reducidas |
|
| 443 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 617 M | -USD 6.56 M | 7 | 6.72% | Reducidas |
|
| 444 |
Private Advisor Group
Morristown,
New Jersey
| USD 615 M | -USD 200 M | 23 | 4.61% | Reducidas |
|
| 445 |
Oppenheimer Asset Management
New York
| USD 612 M | +USD 20 M | 18 | 8.11% | Aumentadas |
|
| 446 |
La Financiere de L'Echiquier
Paris,
France
| USD 608 M | -USD 47.5 M | 8 | 20.49% | Reducidas |
|
| 447 |
Stockbridge Partners
Boston,
Massachusetts
| USD 605 M | +USD 140 M | 3 | 12.21% | Aumentadas |
|
| 448 |
Intermede Investment Partners
London,
United Kingdom
| USD 599 M | +USD 51.2 M | 3 | 12.34% | Aumentadas |
|
| 449 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 599 M | -USD 12.5 M | 6 | 26.9% | Reducidas |
|
| 450 |
London Company of Virginia
Richmond,
Virginia
| USD 598 M | -USD 151 M | 3 | 3.02% | Reducidas |
|