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 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 897 M | -USD 437 M | 1 | 20.52% | Reducidas |
|
| 452 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 896 M | -USD 791 M | 15 | 16.18% | Reducidas |
|
| 453 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 889 M | -USD 600 M | 8 | 16.75% | Reducidas |
|
| 454 |
Great Lakes Advisors
Chicago,
Illinois
| USD 884 M | +USD 13 M | 10 | 7.33% | Aumentadas |
|
| 455 |
Ruane, Cunniff & Goldfarb
New York
| USD 882 M | -USD 78.3 M | 3 | 14.63% | Reducidas |
|
| 456 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 869 M | -USD 105 M | 6 | 7.97% | Reducidas |
|
| 457 |
United Capital Financial Advisors
Irving,
Texas
| USD 864 M | -USD 29.7 M | 18 | 5.32% | Reducidas |
|
| 458 |
GF Fund Management
Guangzhou,
China
| USD 862 M | -USD 48.5 M | 7 | 14.41% | Reducidas |
|
| 459 |
Ethic Inc
New York
| USD 859 M | +USD 12.9 M | 18 | 13.45% | Aumentadas |
|
| 460 |
Meritage Group
San Francisco,
California
| USD 857 M | +USD 6.08 M | 2 | 32.33% | Aumentadas |
|
| 461 |
ValueAct Holdings
San Francisco,
California
| USD 855 M | -USD 236 M | 2 | 14.96% | Reducidas |
|
| 462 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 854 M | -USD 30.1 M | 9 | 13.28% | Reducidas |
|
| 463 |
ARK Investment Management
St. Petersburg,
Florida
| USD 849 M | +USD 158 M | 7 | 6.61% | Aumentadas |
|
| 464 |
Silvercrest Asset Management
New York
| USD 848 M | -USD 32.3 M | 12 | 6.13% | Reducidas |
|
| 465 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 845 M | -USD 5.6 M | 7 | 4.26% | Reducidas |
|
| 466 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 845 M | +USD 57.3 M | 7 | 17.66% | Aumentadas |
|
| 467 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 838 M | +USD 31.2 M | 16 | 13.82% | Aumentadas |
|
| 468 |
Hyperion Asset Management
Brisbane,
Australia
| USD 828 M | +USD 226 M | 3 | 26.38% | Aumentadas |
|
| 469 |
Prudential plc
London, England,
United Kingdom
| USD 827 M | -USD 8.4 M | 13 | 4.84% | Reducidas |
|
| 470 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 824 M | -USD 563 M | 1 | 8.82% | Reducidas |
|
| 471 |
Evelyn Partners Investment Management
London,
| USD 819 M | +USD 7.96 M | 11 | 22.24% | Aumentadas |
|
| 472 |
Midwest Trust
Overland Park,
Kansas
| USD 817 M | +USD 14.6 M | 7 | 10.19% | Aumentadas |
|
| 473 |
BSN Capital Partners
London,
United Kingdom
| USD 812 M | +USD 432 M | 4 | 20.67% | Aumentadas |
|
| 474 |
Manning & Napier Advisors
Fairport,
New York
| USD 810 M | +USD 78 M | 8 | 11.42% | Aumentadas |
|
| 475 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 807 M | +USD 72 M | 3 | 16.47% | Aumentadas |
|