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 |
Private Advisor Group
Morristown,
New Jersey
| USD 420 M | -USD 4.77 M | 17 | 4.37% | Reducidas |
|
| 477 |
WorldQuant Millennium Advisors
New York
| USD 418 M | -USD 33.7 M | 11 | 9.15% | Reducidas |
|
| 478 |
Bridges Investment Management
Omaha,
Nebraska
| USD 418 M | -USD 5.16 M | 6 | 12.85% | Reducidas |
|
| 479 |
Antipodes Partners
Royal Exchange,
Australia
| USD 417 M | -USD 65.2 M | 4 | 18.13% | Reducidas |
|
| 480 |
Consulta
London,
United Kingdom
| USD 415 M | +USD 98.9 M | 2 | 22.52% | Aumentadas |
|
| 481 |
TRG Investments
Richmond,
Virginia
| USD 410 M | +USD 213 M | 1 | 26.04% | Aumentadas |
|
| 482 |
Oppenheimer Asset Management
New York
| USD 409 M | +USD 3.34 M | 16 | 6.83% | Aumentadas |
|
| 483 |
Impax Asset Management Group
London,
United Kingdom
| USD 408 M | +USD 93.8 M | 6 | 2.6% | Aumentadas |
|
| 484 |
HMI Capital Management
San Francisco,
California
| USD 408 M | +USD 162 M | 2 | 16.4% | Aumentadas |
|
| 485 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 406 M | -USD 197 M | 4 | 2.94% | Reducidas |
|
| 486 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 406 M | -USD 5.64 M | 8 | 10.72% | Reducidas |
|
| 487 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 404 M | -USD 838 k | 5 | 29.28% | Reducidas |
|
| 488 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 401 M | +USD 171 M | 12 | 11.62% | Aumentadas |
|
| 489 |
Dorsal Capital Management
Redwood City,
California
| USD 401 M | +USD 86.6 M | 3 | 23.21% | Aumentadas |
|
| 490 |
Cryder Capital Partners
London,
United Kingdom
| USD 401 M | +USD 130 M | 3 | 32.04% | Aumentadas |
|
| 491 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 400 M | +USD 25.3 M | 15 | 1.16% | Aumentadas |
|
| 492 |
Securian Asset Management
St Paul,
Minnesota
| USD 400 M | -USD 8.19 M | 11 | 9.04% | Reducidas |
|
| 493 |
La Financiere de L'Echiquier
Paris,
France
| USD 398 M | +USD 112 M | 10 | 18.95% | Aumentadas |
|
| 494 |
Castle Hook Partners
New York
| USD 396 M | +USD 126 M | 3 | 19.97% | Aumentadas |
|
| 495 |
SVB Wealth
Boston,
Massachusetts
| USD 394 M | +USD 23 M | 10 | 5.79% | Aumentadas |
|
| 496 |
MAI Capital Management
Independence,
Ohio
| USD 394 M | -USD 74.5 M | 9 | 9.85% | Reducidas |
|
| 497 |
Athanor Capital
New York
| USD 394 M | -USD 27.4 M | 11 | 8.95% | Reducidas |
|
| 498 |
Eminence Capital
New York
| USD 393 M | +USD 32.3 M | 4 | 3.68% | Aumentadas |
|
| 499 |
SRS Investment Management
New York
| USD 391 M | +USD 50.2 M | 2 | 6.46% | Aumentadas |
|
| 500 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 391 M | -USD 176 M | 12 | 7.34% | Reducidas |
|