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 |
Appaloosa LP
Short Hills,
New Jersey
| USD 454 M | -USD 91.6 M | 4 | 28.48% | Reducidas |
|
| 427 |
Metropolis Capital
Amersham,
United Kingdom
| USD 452 M | +USD 198 M | 3 | 23.99% | Aumentadas |
|
| 428 |
London Company of Virginia
Richmond,
Virginia
| USD 450 M | -USD 13.7 M | 4 | 2.75% | Reducidas |
|
| 429 |
Nikko Asset Management Americas
New York
| USD 449 M | +USD 54.1 M | 9 | 5.54% | Aumentadas |
|
| 430 |
SCM
Steadfast Capital Management
New York
| USD 448 M | -USD 47.7 M | 2 | 9.86% | Reducidas |
|
| 431 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 447 M | +USD 6.25 M | 12 | 13.77% | Aumentadas |
|
| 432 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 444 M | -USD 20.3 M | 3 | 18.16% | Reducidas |
|
| 433 |
WI
Wafra Inc
New York
| USD 444 M | +USD 14 M | 5 | 16.9% | Aumentadas |
|
| 434 |
IEQ Capital
Foster City,
California
| USD 443 M | +USD 47 M | 18 | 13.43% | Aumentadas |
|
| 435 |
Marsico Capital Management
Denver,
Colorado
| USD 440 M | -USD 22 M | 5 | 21.5% | Reducidas |
|
| 436 |
TD Waterhouse Canada
Toronto,
Ontario, Canada
| USD 440 M | +USD 21 M | 22 | 4.95% | Aumentadas |
|
| 437 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 439 M | +USD 2524 M | 13 | 11.73% | Aumentadas |
|
| 438 |
Himalaya Capital Management
Seattle,
Washington
| USD 436 M | +USD 268 M | 2 | 23.28% | Aumentadas |
|
| 439 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 434 M | +USD 102 M | 18 | 9.14% | Aumentadas |
|
| 440 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 433 M | +USD 355 M | 6 | 6.48% | Aumentadas |
|
| 441 |
Baupost Group
Boston,
Massachusetts
| USD 433 M | -USD 103 M | 2 | 6.4% | Reducidas |
|
| 442 |
AE Wealth Management
Topeka,
Kansas
| USD 431 M | +USD 46.4 M | 21 | 3.45% | Aumentadas |
|
| 443 |
Waverton Investment Management
London,
United Kingdom
| USD 431 M | +USD 9.46 M | 4 | 16.76% | Aumentadas |
|
| 444 |
Point72 Asset Management
Stamford,
Connecticut
| USD 428 M | +USD 38.5 M | 8 | 1.81% | Aumentadas |
|
| 445 |
Tower Research Capital (TRC)
New York
| USD 423 M | -USD 800 M | 42 | 9.49% | Reducidas |
|
| 446 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 422 M | -USD 9.12 M | 8 | 10.87% | Reducidas |
|
| 447 |
Ossiam
Paris,
France
| USD 421 M | -USD 5.04 M | 11 | 12.68% | Reducidas |
|
| 448 |
PCM
Palestra Capital Management
New York
| USD 420 M | -USD 115 M | 3 | 19.85% | Reducidas |
|
| 449 |
Shell Asset Management
The Hague,
Netherlands
| USD 417 M | -USD 25.8 M | 18 | 12.33% | Reducidas |
|
| 450 |
Carmignac Gestion
Paris,
France
| USD 416 M | -USD 371 M | 4 | 8.81% | Reducidas |
|