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 | |
|---|---|---|---|---|---|---|---|
| 601 |
Squarepoint
New York
| USD 243 M | +USD 87.5 M | 17 | 3.28% | Aumentadas |
|
| 602 |
NS Partners
London,
United Kingdom
| USD 243 M | -USD 20.4 M | 5 | 16% | Reducidas |
|
| 603 |
Cambiar Investors
Denver,
Colorado
| USD 241 M | -USD 19.6 M | 4 | 10.99% | Reducidas |
|
| 604 |
SC
Serenity Capital
Palo Alto,
California
| USD 241 M | -USD 50.1 M | 1 | 44.28% | Reducidas |
|
| 605 |
Nippon Life Global Investors Americas
New York
| USD 240 M | -USD 781 k | 3 | 15.83% | Reducidas |
|
| 606 |
GAM Holding
Zurich,
Switzerland
| USD 240 M | -USD 92.1 M | 12 | 14.44% | Reducidas |
|
| 607 |
TimesSquare Capital Management
New York
| USD 239 M | +USD 54.9 M | 4 | 2.23% | Aumentadas |
|
| 608 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 238 M | +USD 12 M | 10 | 14.68% | Aumentadas |
|
| 609 |
Wealthfront Advisers
Palo Alto,
California
| USD 237 M | -USD 2.72 M | 9 | 1.7% | Reducidas |
|
| 610 |
Mercer Global Advisors
Denver,
Colorado
| USD 236 M | +USD 22.7 M | 15 | 3.55% | Aumentadas |
|
| 611 |
Confluence Investment Management
St. Louis,
Missouri
| USD 236 M | -USD 57.7 M | 7 | 3.84% | Reducidas |
|
| 612 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 236 M | -USD 1.77 M | 8 | 3.62% | Reducidas |
|
| 613 |
Northeast Investment Management
Boston,
Massachusetts
| USD 234 M | +USD 1.45 M | 8 | 15.58% | Aumentadas |
|
| 614 |
HMI Capital Management
San Francisco,
California
| USD 234 M | -USD 3.05 M | 1 | 9.7% | Reducidas |
|
| 615 |
Penserra Capital Management
Orinda,
California
| USD 234 M | +USD 56.2 M | 19 | 8.9% | Aumentadas |
|
| 616 |
Newbrook Capital Advisors
New York
| USD 234 M | -USD 186 M | 2 | 16.27% | Reducidas |
|
| 617 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 233 M | +USD 4.79 M | 4 | 12.14% | Aumentadas |
|
| 618 |
AssetMark Inc
Concord,
California
| USD 233 M | +USD 74.7 M | 12 | 1.5% | Aumentadas |
|
| 619 |
Cresset Asset Management
Chicago,
Illinois
| USD 233 M | +USD 17 M | 14 | 4.35% | Aumentadas |
|
| 620 |
CM
Conifer Management
New York
| USD 232 M | -USD 111 M | 2 | 16.22% | Reducidas |
|
| 621 |
TA
Trivest Advisors
Hong Kong
| USD 232 M | +USD 83.7 M | 2 | 35.52% | Aumentadas |
|
| 622 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 231 M | -USD 12.1 M | 7 | 11.92% | Reducidas |
|
| 623 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 230 M | -USD 49.6 M | 1 | 15.61% | Reducidas |
|
| 624 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 230 M | -USD 3.6 M | 7 | 3.58% | Reducidas |
|
| 625 |
Harvard Management Company
Boston,
Massachusetts
| USD 229 M | +USD 142 M | 1 | 12.62% | Aumentadas |
|