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 |
Man Group
London,
United Kingdom
| USD 1280 M | -USD 58.9 M | 19 | 4.75% | Reducidas |
|
| 202 |
Soroban Capital Partners
New York
| USD 1278 M | -USD 33.2 M | 3 | 17.98% | Reducidas |
|
| 203 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1258 M | +USD 16 M | 7 | 13.93% | Aumentadas |
|
| 204 |
Melvin Capital Management
New York
| USD 1254 M | -USD 1.66 M | 2 | 10.16% | Reducidas |
|
| 205 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1250 M | -USD 531 M | 16 | 11.31% | Reducidas |
|
| 206 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 1234 M | +USD 25.8 M | 17 | 4.48% | Aumentadas |
|
| 207 |
Alkeon Capital Management
New York
| USD 1234 M | -USD 3.41 M | 4 | 4.35% | Reducidas |
|
| 208 |
KeyBank National Association
Cleveland,
Ohio
| USD 1230 M | -USD 20.3 M | 14 | 7.01% | Reducidas |
|
| 209 |
Longview Partners
St Peter Port,
Guernsey
| USD 1226 M | +USD 2.14 M | 1 | 5.71% | Aumentadas |
|
| 210 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1223 M | +USD 13.3 M | 20 | 10.25% | Aumentadas |
|
| 211 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1220 M | +USD 644 M | 3 | 35.73% | Aumentadas |
|
| 212 |
First Pacific Advisors
El Segundo,
California
| USD 1215 M | -USD 78.7 M | 6 | 11.45% | Reducidas |
|
| 213 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1201 M | -USD 112 M | 11 | 12.11% | Reducidas |
|
| 214 |
Natixis
Paris,
France
| USD 1189 M | +USD 381 M | 13 | 7.66% | Aumentadas |
|
| 215 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 1188 M | +USD 60.4 M | 18 | 6.19% | Aumentadas |
|
| 216 |
Charles Schwab Investment Advisory
San Francisco,
California
| USD 1171 M | +USD 18.8 M | 3 | 1.8% | Aumentadas |
|
| 217 |
Marshall Wace North America
New York
| USD 1164 M | +USD 148 M | 12 | 6.62% | Aumentadas |
|
| 218 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1139 M | -USD 2.21 M | 18 | 6.83% | Reducidas |
|
| 219 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1110 M | -USD 78 M | 14 | 9.72% | Reducidas |
|
| 220 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 1106 M | +USD 188 M | 14 | 4.96% | Aumentadas |
|
| 221 |
Yacktman Asset Management
Austin,
Texas
| USD 1089 M | -USD 43.9 M | 3 | 13.38% | Reducidas |
|
| 222 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 1086 M | -USD 5.89 M | 3 | 10.85% | Reducidas |
|
| 223 |
Findlay Park Partners
London,
United Kingdom
| USD 1080 M | -USD 51.6 M | 2 | 9.45% | Reducidas |
|
| 224 |
Millennium Management
New York
| USD 1079 M | +USD 226 M | 22 | 1.71% | Aumentadas |
|
| 225 |
Renaissance Technologies
New York
| USD 1059 M | -USD 977 M | 11 | 0.9% | Reducidas |
|