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 | |
|---|---|---|---|---|---|---|---|
| 551 |
Senator Investment Group
New York
| USD 199 M | -USD 33.7 M | 1 | 4.5% | Reducidas |
|
| 552 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 199 M | -USD 94.4 k | 4 | 14.7% | Reducidas |
|
| 553 |
Deer VIII & Co
Larchmont,
New York
| USD 199 M | +USD 173 M | 1 | 100% | Nuevas |
|
| 554 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 198 M | +USD 1.58 M | 14 | 3.45% | Aumentadas |
|
| 555 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 198 M | +USD 41 M | 5 | 6.78% | Aumentadas |
|
| 556 |
Fullerton Fund Management
Singapore
| USD 197 M | +USD 32 M | 1 | 69.11% | Aumentadas |
|
| 557 |
Daiwa Securities Group
Tokyo,
Japan
| USD 197 M | -USD 3.5 M | 13 | 1.72% | Reducidas |
|
| 558 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 197 M | +USD 29.3 M | 6 | 1.12% | Aumentadas |
|
| 559 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 197 M | +USD 5.87 M | 7 | 9.69% | Aumentadas |
|
| 560 |
RBC Europe
London,
United Kingdom
| USD 196 M | +USD 9.3 M | 14 | 21.65% | Aumentadas |
|
| 561 |
NF Trinity Capital
Central,
Hong Kong
| USD 196 M | -USD 13 M | 3 | 31.31% | Reducidas |
|
| 562 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 195 M | +USD 5.5 M | 4 | 17.33% | Aumentadas |
|
| 563 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 194 M | +USD 3.36 M | 5 | 3.77% | Aumentadas |
|
| 564 |
Cortland Advisers
Wilmington,
Delaware
| USD 192 M | USD 0 | 1 | 8.25% | Mantenido |
|
| 565 |
Thrive Capital Management (New York)
New York
| USD 192 M | -USD 460 M | 1 | 96.34% | Reducidas |
|
| 566 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 192 M | +USD 72.5 M | 2 | 3.4% | Aumentadas |
|
| 567 |
SeaTown Holdings
Singapore
| USD 192 M | +USD 149 M | 5 | 22.59% | Aumentadas |
|
| 568 |
World Asset Management
Detroit,
Michigan
| USD 191 M | +USD 5.83 M | 14 | 9.76% | Aumentadas |
|
| 569 |
Rheos Capital Works
Tokyo,
Japan
| USD 190 M | -USD 80.4 M | 3 | 23.12% | Reducidas |
|
| 570 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 190 M | -USD 62.7 M | 4 | 17.67% | Reducidas |
|
| 571 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 189 M | +USD 46 M | 6 | 4.94% | Aumentadas |
|
| 572 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 189 M | +USD 272 k | 6 | 13.61% | Aumentadas |
|
| 573 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 188 M | +USD 29.8 M | 4 | 23.66% | Aumentadas |
|
| 574 |
Samlyn Capital
New York
| USD 188 M | -USD 55.5 M | 2 | 4.45% | Reducidas |
|
| 575 |
Tiedemann Advisors
New York
| USD 187 M | +USD 1.67 M | 10 | 8.82% | Aumentadas |
|