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 | |
|---|---|---|---|---|---|---|---|
| 126 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 1205 M | +USD 206 M | 4 | 10.63% | Aumentadas |
|
| 127 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 1190 M | +USD 239 M | 8 | 6.24% | Aumentadas |
|
| 128 |
Millennium Management
New York
| USD 1150 M | +USD 663 M | 12 | 2.23% | Aumentadas |
|
| 129 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 1121 M | +USD 43.7 M | 8 | 7% | Aumentadas |
|
| 130 |
Independent Franchise Partners
London,
United Kingdom
| USD 1121 M | +USD 40.7 M | 2 | 14.2% | Aumentadas |
|
| 131 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1095 M | +USD 12.4 M | 10 | 5.78% | Aumentadas |
|
| 132 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1095 M | +USD 97.9 M | 2 | 10.61% | Aumentadas |
|
| 133 |
Coatue Management
New York
| USD 1085 M | -USD 273 M | 5 | 12.17% | Reducidas |
|
| 134 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 1071 M | +USD 68.5 M | 12 | 2.3% | Aumentadas |
|
| 135 |
Manning & Napier Advisors
Fairport,
New York
| USD 1038 M | -USD 52.4 M | 5 | 5.58% | Reducidas |
|
| 136 |
GE
General Electric
Evendale,
Ohio
| USD 1027 M | -USD 3.31 M | 8 | 2.44% | Reducidas |
|
| 137 |
Generation Investment Management
London,
United Kingdom
| USD 1019 M | -USD 181 M | 2 | 14.77% | Reducidas |
|
| 138 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 1009 M | +USD 11.4 M | 4 | 22.79% | Aumentadas |
|
| 139 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 981 M | +USD 32.2 M | 10 | 3.85% | Aumentadas |
|
| 140 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 978 M | +USD 486 M | 6 | 10.88% | Aumentadas |
|
| 141 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 953 M | +USD 60.8 M | 2 | 8.03% | Aumentadas |
|
| 142 |
Ruane, Cunniff & Goldfarb
New York
| USD 937 M | -USD 27 M | 5 | 4.81% | Reducidas |
|
| 143 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 923 M | +USD 4.81 M | 10 | 4.06% | Aumentadas |
|
| 144 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 922 M | +USD 4.97 M | 11 | 5.85% | Aumentadas |
|
| 145 |
Nationwide Fund Advisors
Columbus,
Ohio
| USD 919 M | +USD 716 k | 12 | 4.12% | Aumentadas |
|
| 146 |
abrdn Investment Management
Edinburgh,
United Kingdom
| USD 907 M | +USD 190 M | 3 | 3.89% | Aumentadas |
|
| 147 |
Wellcome Trust
London,
United Kingdom
| USD 862 M | +USD 6.65 M | 4 | 19.06% | Aumentadas |
|
| 148 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 859 M | -USD 600 M | 6 | 3.52% | Reducidas |
|
| 149 |
Marsico Capital Management
Denver,
Colorado
| USD 852 M | +USD 719 M | 3 | 8.88% | Aumentadas |
|
| 150 |
Pzena Investment Management
New York
| USD 850 M | -USD 32.6 M | 2 | 5.41% | Reducidas |
|