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 |
IFM Investors
Melbourne,
Australia
| USD 197 M | +USD 16.5 M | 13 | 11.22% | Aumentadas |
|
| 552 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 197 M | -USD 1.23 M | 4 | 15.34% | Reducidas |
|
| 553 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 197 M | +USD 26.3 M | 1 | 3.64% | Aumentadas |
|
| 554 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 197 M | -USD 2.03 M | 7 | 1.04% | Reducidas |
|
| 555 |
SCM
Suvretta Capital Management
New York
| USD 194 M | -USD 49.8 M | 1 | 4.12% | Reducidas |
|
| 556 |
BTP
Bloom Tree Partners
New York
| USD 194 M | -USD 42.3 M | 4 | 20.21% | Reducidas |
|
| 557 |
PFM Health Sciences
San Francisco,
California
| USD 194 M | +USD 44.2 M | 3 | 3.68% | Aumentadas |
|
| 558 |
Driehaus Capital Management
Chicago,
Illinois
| USD 194 M | -USD 13.6 M | 9 | 6.06% | Reducidas |
|
| 559 |
Shelton Capital Management
Denver,
Colorado
| USD 193 M | +USD 2.46 M | 11 | 11.13% | Aumentadas |
|
| 560 |
Veritas Investment Management
London,
United Kingdom
| USD 193 M | +USD 3.54 M | 4 | 17.3% | Aumentadas |
|
| 561 |
Winton Group
London,
United Kingdom
| USD 192 M | +USD 31 M | 12 | 3.74% | Aumentadas |
|
| 562 |
Samlyn Capital
New York
| USD 192 M | +USD 1.18 M | 3 | 4.05% | Aumentadas |
|
| 563 |
UMB Bank
Kansas City,
Missouri
| USD 192 M | -USD 3.78 M | 7 | 4.71% | Reducidas |
|
| 564 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 191 M | +USD 3.01 M | 4 | 9.8% | Aumentadas |
|
| 565 |
QS Investors
New York
| USD 190 M | -USD 2.55 M | 15 | 2.05% | Reducidas |
|
| 566 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 190 M | +USD 2.2 M | 12 | 12.56% | Aumentadas |
|
| 567 |
Ninety One North America
New York
| USD 189 M | +USD 19.3 M | 6 | 16.64% | Aumentadas |
|
| 568 |
NA
Newport Asia
San Francisco,
California
| USD 189 M | -USD 1.55 M | 1 | 48.28% | Reducidas |
|
| 569 |
Avalon Investment & Advisory
Houston,
Texas
| USD 187 M | -USD 26.8 M | 9 | 4.15% | Reducidas |
|
| 570 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 187 M | -USD 7.5 M | 5 | 11.89% | Reducidas |
|
| 571 |
Balyasny Asset Management
Chicago,
Illinois
| USD 186 M | -USD 67.6 M | 13 | 1.19% | Reducidas |
|
| 572 |
Daiwa Securities Group
Tokyo,
Japan
| USD 184 M | -USD 3.38 M | 15 | 1.63% | Reducidas |
|
| 573 |
NA
Neuburgh Advisers
Los Angeles,
California
| USD 184 M | +USD 6.23 M | 10 | 5.92% | Aumentadas |
|
| 574 |
Capital International Inc
Los Angeles,
California
| USD 183 M | +USD 88.4 M | 7 | 12.78% | Aumentadas |
|
| 575 |
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 182 M | +USD 22 M | 2 | 5.82% | Aumentadas |
|