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 |
Soroban Capital Partners
New York
| USD 2019 M | USD 0 | 3 | 27.26% | Mantenido |
|
| 202 |
Calamos Advisors
Naperville,
Illinois
| USD 2011 M | -USD 39.4 M | 12 | 9.95% | Reducidas |
|
| 203 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 2004 M | +USD 46.7 M | 23 | 10.74% | Aumentadas |
|
| 204 |
Aristotle Capital Management
Los Angeles,
California
| USD 2002 M | -USD 57.5 M | 1 | 4.06% | Reducidas |
|
| 205 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1999 M | +USD 38.5 M | 18 | 11.78% | Aumentadas |
|
| 206 |
Magellan Asset Management
Sydney,
Australia
| USD 1993 M | -USD 275 M | 5 | 17.74% | Reducidas |
|
| 207 |
Brown Brothers Harriman & Co
New York
| USD 1949 M | -USD 89 M | 19 | 15.68% | Reducidas |
|
| 208 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 1917 M | +USD 29 M | 14 | 12.57% | Aumentadas |
|
| 209 |
Two Sigma Advisers
New York
| USD 1887 M | -USD 601 M | 30 | 4.81% | Reducidas |
|
| 210 |
Holocene Advisors
New York
| USD 1886 M | +USD 188 M | 10 | 8.05% | Aumentadas |
|
| 211 |
M&T Bank
Buffalo,
New York
| USD 1882 M | +USD 6.14 M | 21 | 7.02% | Aumentadas |
|
| 212 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 1854 M | +USD 41.6 M | 3 | 17.13% | Aumentadas |
|
| 213 |
CIBC World Markets
New York
| USD 1843 M | +USD 697 M | 10 | 14.96% | Aumentadas |
|
| 214 |
Edgewood Management
Greenwich,
Connecticut
| USD 1820 M | -USD 49.8 M | 2 | 5.52% | Reducidas |
|
| 215 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1813 M | -USD 84.3 M | 8 | 13.09% | Reducidas |
|
| 216 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 1806 M | +USD 133 M | 24 | 4.48% | Aumentadas |
|
| 217 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1791 M | -USD 65.3 M | 3 | 23.11% | Reducidas |
|
| 218 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| USD 1790 M | +USD 36.9 M | 4 | 4.6% | Aumentadas |
|
| 219 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1781 M | +USD 24.1 M | 13 | 10.99% | Aumentadas |
|
| 220 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1764 M | -USD 43.2 M | 3 | 12.94% | Reducidas |
|
| 221 |
Acadian Asset Management
Boston,
Massachusetts
| USD 1753 M | +USD 428 M | 23 | 7.21% | Aumentadas |
|
| 222 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1749 M | -USD 536 M | 6 | 10.66% | Reducidas |
|
| 223 |
AIG
American International Group
New York
| USD 1741 M | +USD 9.11 M | 26 | 10.63% | Aumentadas |
|
| 224 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1679 M | +USD 370 M | 7 | 5.78% | Aumentadas |
|
| 225 |
Cerity Partners
New York
| USD 1639 M | +USD 65.3 M | 16 | 6.38% | Aumentadas |
|