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 | |
|---|---|---|---|---|---|---|---|
| 201 |
Cantillon Capital Management
New York
| USD 695 M | +USD 22.1 M | 2 | 13.07% | Aumentadas |
|
| 202 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 687 M | -USD 83.5 M | 12 | 5.28% | Reducidas |
|
| 203 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 681 M | -USD 36.1 M | 1 | 3.87% | Reducidas |
|
| 204 |
Orbis Holdings
Hamilton,
Bermuda
| USD 677 M | -USD 188 M | 5 | 5.3% | Reducidas |
|
| 205 |
BNP Paribas Asset Management
Paris,
France
| USD 674 M | -USD 17.7 M | 13 | 5.73% | Reducidas |
|
| 206 |
Balyasny Asset Management
Chicago,
Illinois
| USD 673 M | +USD 240 M | 8 | 4.67% | Aumentadas |
|
| 207 |
Egerton Capital (UK)
London,
United Kingdom
| USD 649 M | +USD 322 M | 1 | 6.74% | Aumentadas |
|
| 208 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 649 M | -USD 8.18 M | 7 | 6.09% | Reducidas |
|
| 209 |
Flossbach Von Storch
Cologne,
Germany
| USD 649 M | -USD 253 M | 4 | 11.06% | Reducidas |
|
| 210 |
Longview Partners
St Peter Port,
Guernsey
| USD 648 M | +USD 4.24 M | 1 | 4.42% | Aumentadas |
|
| 211 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 638 M | -USD 6.91 M | 7 | 8.96% | Reducidas |
|
| 212 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 610 M | +USD 1.27 M | 5 | 10.23% | Aumentadas |
|
| 213 |
Sculptor Capital
New York
| USD 604 M | +USD 12 M | 5 | 3.3% | Aumentadas |
|
| 214 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 604 M | +USD 20.1 M | 11 | 4.96% | Aumentadas |
|
| 215 |
Aperio Group
Sausalito,
California
| USD 594 M | +USD 42.6 M | 12 | 5.44% | Aumentadas |
|
| 216 |
Columbus Circle Investors
| USD 592 M | +USD 161 M | 3 | 4.75% | Aumentadas |
|
| 217 |
Alkeon Capital Management
New York
| USD 592 M | +USD 343 M | 3 | 12% | Aumentadas |
|
| 218 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 591 M | +USD 44.6 M | 14 | 1.87% | Aumentadas |
|
| 219 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 586 M | -USD 125 M | 9 | 5.01% | Reducidas |
|
| 220 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 585 M | +USD 642 k | 7 | 9.41% | Aumentadas |
|
| 221 |
USS Investment Management
London,
United Kingdom
| USD 584 M | +USD 304 M | 6 | 9.63% | Aumentadas |
|
| 222 |
Corvex Management
New York
| USD 584 M | +USD 555 M | 1 | 7.77% | Nuevas |
|
| 223 |
Polar Capital
London,
United Kingdom
| USD 582 M | +USD 81.4 M | 8 | 10.52% | Aumentadas |
|
| 224 |
Rockefeller Financial Services
New York
| USD 578 M | -USD 47.2 M | 9 | 11.23% | Reducidas |
|
| 225 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 560 M | -USD 447 M | 11 | 3.41% | Reducidas |
|