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 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2029 M | +USD 56.2 M | 18 | 12.6% | Aumentadas |
|
| 202 |
SC US (TTGP)
Menlo Park,
California
| USD 1992 M | -USD 3.39 M | 1 | 18.36% | Reducidas |
|
| 203 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1976 M | -USD 97.5 M | 10 | 23.32% | Reducidas |
|
| 204 |
Altarock Partners
West Palm Beach,
Florida
| USD 1971 M | -USD 150 M | 3 | 49.37% | Reducidas |
|
| 205 |
ING Group
Amsterdam,
Netherlands
| USD 1969 M | -USD 758 M | 12 | 17.37% | Reducidas |
|
| 206 |
Calamos Advisors
Naperville,
Illinois
| USD 1946 M | -USD 31 M | 14 | 10.11% | Reducidas |
|
| 207 |
Longview Partners
St Peter Port,
Guernsey
| USD 1946 M | -USD 286 M | 3 | 13.79% | Reducidas |
|
| 208 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1945 M | -USD 104 M | 8 | 18.9% | Reducidas |
|
| 209 |
Wellcome Trust
London,
United Kingdom
| USD 1939 M | -USD 179 M | 5 | 25.78% | Reducidas |
|
| 210 |
Farallon Capital Management
San Francisco,
California
| USD 1885 M | +USD 323 M | 4 | 8.8% | Aumentadas |
|
| 211 |
Brown Brothers Harriman & Co
New York
| USD 1884 M | -USD 22.8 M | 18 | 16.64% | Reducidas |
|
| 212 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 1854 M | +USD 84.3 M | 23 | 4.94% | Aumentadas |
|
| 213 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 1853 M | +USD 23.6 M | 3 | 16.82% | Aumentadas |
|
| 214 |
Soroban Capital Partners
New York
| USD 1851 M | -USD 129 M | 3 | 27.38% | Reducidas |
|
| 215 |
Acadian Asset Management
Boston,
Massachusetts
| USD 1821 M | +USD 91.2 M | 24 | 7.63% | Aumentadas |
|
| 216 |
Pershing Square Capital Management
New York
| USD 1806 M | +USD 281 M | 2 | 17.21% | Aumentadas |
|
| 217 |
Aristotle Capital Management
Los Angeles,
California
| USD 1805 M | -USD 53.5 M | 1 | 3.88% | Reducidas |
|
| 218 |
M&T Bank
Buffalo,
New York
| USD 1800 M | -USD 37.1 M | 21 | 7.18% | Reducidas |
|
| 219 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| USD 1784 M | USD 0 | 4 | 4.89% | Mantenido |
|
| 220 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1771 M | +USD 11.3 M | 3 | 14% | Aumentadas |
|
| 221 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1771 M | +USD 297 M | 2 | 32.23% | Aumentadas |
|
| 222 |
CIBC World Markets
New York
| USD 1764 M | -USD 43.8 M | 12 | 17.28% | Reducidas |
|
| 223 |
Holocene Advisors
New York
| USD 1763 M | -USD 32.8 M | 12 | 7.72% | Reducidas |
|
| 224 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1749 M | -USD 1.93 M | 13 | 11.31% | Reducidas |
|
| 225 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1738 M | -USD 24.4 M | 3 | 23.73% | Reducidas |
|