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 |
D1 Capital Partners
New York
| USD 1249 M | +USD 973 M | 4 | 17.8% | Aumentadas |
|
| 202 |
Soroban Capital Partners
New York
| USD 1239 M | +USD 491 M | 3 | 18.61% | Aumentadas |
|
| 203 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 1237 M | +USD 99.2 M | 14 | 10.66% | Aumentadas |
|
| 204 |
KeyBank National Association
Cleveland,
Ohio
| USD 1232 M | -USD 1.31 M | 13 | 7.18% | Reducidas |
|
| 205 |
Alkeon Capital Management
New York
| USD 1225 M | +USD 9.8 M | 5 | 4.85% | Aumentadas |
|
| 206 |
Envestnet Asset Management
Chicago,
Illinois
| USD 1221 M | +USD 91.7 M | 17 | 1.54% | Aumentadas |
|
| 207 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1220 M | -USD 343 k | 7 | 13.6% | Reducidas |
|
| 208 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 1195 M | +USD 48.7 M | 17 | 4.59% | Aumentadas |
|
| 209 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 1189 M | +USD 335 M | 4 | 12.81% | Aumentadas |
|
| 210 |
First Pacific Advisors
El Segundo,
California
| USD 1187 M | -USD 16.9 M | 7 | 10.35% | Reducidas |
|
| 211 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1186 M | +USD 1.06 M | 20 | 10.06% | Aumentadas |
|
| 212 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1174 M | +USD 127 M | 11 | 9.75% | Aumentadas |
|
| 213 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 1145 M | -USD 35.3 M | 7 | 6.37% | Reducidas |
|
| 214 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1135 M | -USD 3.4 M | 7 | 19.44% | Reducidas |
|
| 215 |
Charles Schwab Investment Advisory
San Francisco,
California
| USD 1124 M | +USD 20.2 M | 4 | 1.79% | Aumentadas |
|
| 216 |
DFO
Duquesne Family Office
New York
| USD 1116 M | -USD 40.3 M | 4 | 33.12% | Reducidas |
|
| 217 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1115 M | +USD 42.5 M | 17 | 6.81% | Aumentadas |
|
| 218 |
Yacktman Asset Management
Austin,
Texas
| USD 1108 M | -USD 64.7 M | 3 | 13.3% | Reducidas |
|
| 219 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 1104 M | +USD 472 M | 14 | 8.29% | Aumentadas |
|
| 220 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 1098 M | -USD 59.8 M | 18 | 6.02% | Reducidas |
|
| 221 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1091 M | -USD 85.9 M | 7 | 8.22% | Reducidas |
|
| 222 |
Mackay Shields LLC
New York
| USD 1083 M | -USD 57 M | 16 | 7.39% | Reducidas |
|
| 223 |
Findlay Park Partners
London,
United Kingdom
| USD 1058 M | +USD 14.9 M | 2 | 9.45% | Aumentadas |
|
| 224 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 1042 M | +USD 126 M | 3 | 10.41% | Aumentadas |
|
| 225 |
Natixis Advisors
Boston,
Massachusetts
| USD 1034 M | -USD 3.71 M | 11 | 8.44% | Reducidas |
|