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 | |
|---|---|---|---|---|---|---|---|
| 451 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 541 M | -USD 25.2 M | 16 | 12.52% | Reducidas |
|
| 452 |
Consulta
London,
United Kingdom
| USD 541 M | -USD 91.5 M | 2 | 26.95% | Reducidas |
|
| 453 |
Dorsal Capital Management
Redwood City,
California
| USD 539 M | +USD 41.2 M | 4 | 26.34% | Aumentadas |
|
| 454 |
Wafra Inc
New York
| USD 538 M | +USD 15.1 M | 6 | 19.69% | Aumentadas |
|
| 455 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 536 M | -USD 27.2 M | 4 | 13.82% | Reducidas |
|
| 456 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 536 M | -USD 68.2 M | 11 | 14.76% | Reducidas |
|
| 457 |
Eminence Capital
New York
| USD 533 M | -USD 205 M | 3 | 7.19% | Reducidas |
|
| 458 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 530 M | +USD 20.6 M | 8 | 12.45% | Aumentadas |
|
| 459 |
NM
NWI Management
New York
| USD 530 M | +USD 19.8 M | 5 | 32.84% | Aumentadas |
|
| 460 |
Bridgewater Associates
Westport,
Connecticut
| USD 526 M | +USD 297 M | 11 | 2.88% | Aumentadas |
|
| 461 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 525 M | -USD 1.02 M | 12 | 12.68% | Reducidas |
|
| 462 |
MUFG Americas
New York
| USD 523 M | -USD 178 M | 11 | 9.19% | Reducidas |
|
| 463 |
DF Dent & Co
Baltimore,
Maryland
| USD 523 M | +USD 31 M | 6 | 5.36% | Aumentadas |
|
| 464 |
PCM
Palestra Capital Management
New York
| USD 522 M | -USD 318 M | 2 | 11.09% | Reducidas |
|
| 465 |
Rafferty Asset Management
New York
| USD 521 M | +USD 57.7 M | 18 | 3.56% | Aumentadas |
|
| 466 |
MAI Capital Management
Independence,
Ohio
| USD 521 M | +USD 20.2 M | 9 | 10.03% | Aumentadas |
|
| 467 |
Hosking Partners
London,
United Kingdom
| USD 518 M | -USD 61.2 M | 8 | 12.84% | Reducidas |
|
| 468 |
PointState Capital
New York
| USD 515 M | -USD 165 M | 3 | 8.59% | Reducidas |
|
| 469 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 513 M | -USD 9.26 M | 10 | 10.21% | Reducidas |
|
| 470 |
Fiduciary Trust
Boston,
Massachusetts
| USD 511 M | -USD 10.7 M | 10 | 9.09% | Reducidas |
|
| 471 |
Pendal Group
Sydney,
Australia
| USD 510 M | -USD 6.75 M | 8 | 4.21% | Reducidas |
|
| 472 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 508 M | -USD 22.2 M | 4 | 16.56% | Reducidas |
|
| 473 |
Hyperion Asset Management
Brisbane,
Australia
| USD 507 M | +USD 114 M | 3 | 22.94% | Aumentadas |
|
| 474 |
Banco Santander
Madrid,
Spain
| USD 506 M | -USD 39.2 M | 13 | 2.72% | Reducidas |
|
| 475 |
Oppenheimer & Co
New York
| USD 505 M | -USD 31.9 M | 20 | 9.45% | Reducidas |
|