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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 288 M | +USD 49 M | 7 | 5.36% | Aumentadas |
|
| 477 |
GMT Capital
Atlanta,
Georgia
| USD 287 M | +USD 7.25 M | 4 | 11.09% | Aumentadas |
|
| 478 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 287 M | -USD 24.8 M | 2 | 8.11% | Reducidas |
|
| 479 |
JC
Joho Capital
New York
| USD 287 M | USD 0 | 2 | 42.75% | Mantenido |
|
| 480 |
Squarepoint
New York
| USD 286 M | +USD 4.34 M | 18 | 1.7% | Aumentadas |
|
| 481 |
Gofen & Glossberg
Chicago,
Illinois
| USD 286 M | -USD 6.37 M | 7 | 9.09% | Reducidas |
|
| 482 |
Profund Advisors
Bethesda,
Maryland
| USD 284 M | +USD 875 k | 12 | 12.36% | Aumentadas |
|
| 483 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 282 M | +USD 15.9 M | 7 | 14.11% | Aumentadas |
|
| 484 |
Westwood Holdings Group
Dallas,
Texas
| USD 282 M | -USD 4 M | 7 | 3.01% | Reducidas |
|
| 485 |
PCM
Palestra Capital Management
New York
| USD 282 M | +USD 98.2 M | 2 | 8.39% | Aumentadas |
|
| 486 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 282 M | +USD 8.77 M | 8 | 8.3% | Aumentadas |
|
| 487 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 282 M | +USD 10 M | 10 | 4.98% | Aumentadas |
|
| 488 |
Athanor Capital
New York
| USD 280 M | +USD 55 M | 9 | 12.76% | Aumentadas |
|
| 489 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 279 M | +USD 389 k | 5 | 16.75% | Aumentadas |
|
| 490 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 278 M | -USD 3.31 M | 14 | 9.41% | Reducidas |
|
| 491 |
Tikehau Investment Management
Paris,
France
| USD 277 M | +USD 200 M | 2 | 14.04% | Aumentadas |
|
| 492 |
SC
SRB Corp
Boston,
Massachusetts
| USD 277 M | -USD 589 k | 2 | 22.41% | Reducidas |
|
| 493 |
Light Street Capital Management
Palo Alto,
California
| USD 277 M | -USD 46.9 M | 4 | 16.55% | Reducidas |
|
| 494 |
GAM Holding
Zurich,
Switzerland
| USD 275 M | -USD 3.89 M | 12 | 13% | Reducidas |
|
| 495 |
Douglass Winthrop Advisors
New York
| USD 274 M | +USD 2.88 M | 8 | 9.69% | Aumentadas |
|
| 496 |
Shelton Capital Management
Denver,
Colorado
| USD 268 M | +USD 6.52 M | 10 | 14.82% | Aumentadas |
|
| 497 |
Senator Investment Group
New York
| USD 268 M | +USD 121 M | 3 | 7.34% | Aumentadas |
|
| 498 |
Brighton Jones LLC
Seattle,
Washington
| USD 268 M | +USD 7.34 M | 9 | 28.74% | Aumentadas |
|
| 499 |
Voloridge Investment Management
Jupiter,
Florida
| USD 267 M | -USD 42.9 M | 11 | 5.21% | Reducidas |
|
| 500 |
Driehaus Capital Management
Chicago,
Illinois
| USD 265 M | +USD 18.9 M | 6 | 7.05% | Aumentadas |
|