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 |
Acadian Asset Management
Boston,
Massachusetts
| USD 2186 M | +USD 126 M | 24 | 8.48% | Aumentadas |
|
| 202 |
Calamos Advisors
Naperville,
Illinois
| USD 2185 M | -USD 43.6 M | 15 | 10.6% | Reducidas |
|
| 203 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 2179 M | +USD 46.3 M | 3 | 18.34% | Aumentadas |
|
| 204 |
Polar Capital Holdings
London,
United Kingdom
| USD 2162 M | -USD 252 M | 8 | 13.25% | Reducidas |
|
| 205 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2133 M | +USD 24.7 M | 23 | 5.3% | Aumentadas |
|
| 206 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 2125 M | -USD 111 M | 8 | 17.59% | Reducidas |
|
| 207 |
Wellcome Trust
London,
United Kingdom
| USD 2121 M | -USD 54 M | 5 | 26.28% | Reducidas |
|
| 208 |
Altarock Partners
West Palm Beach,
Florida
| USD 2101 M | -USD 155 M | 3 | 46.87% | Reducidas |
|
| 209 |
Brown Brothers Harriman & Co
New York
| USD 2069 M | -USD 14.2 M | 19 | 17.18% | Reducidas |
|
| 210 |
Appaloosa LP
Short Hills,
New Jersey
| USD 2040 M | +USD 194 M | 5 | 35.23% | Aumentadas |
|
| 211 |
Soroban Capital Partners
New York
| USD 2028 M | -USD 88.4 M | 3 | 25.1% | Reducidas |
|
| 212 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| USD 2020 M | USD 0 | 4 | 5.73% | Mantenido |
|
| 213 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 2020 M | +USD 218 M | 30 | 3.93% | Aumentadas |
|
| 214 |
Aristotle Capital Management
Los Angeles,
California
| USD 2017 M | -USD 126 M | 1 | 3.95% | Reducidas |
|
| 215 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1999 M | -USD 7.79 M | 13 | 11.89% | Reducidas |
|
| 216 |
M&T Bank
Buffalo,
New York
| USD 1998 M | -USD 62.3 M | 19 | 7.34% | Reducidas |
|
| 217 |
Epoch Investment Partners
New York
| USD 1951 M | +USD 538 M | 8 | 8.88% | Aumentadas |
|
| 218 |
Longview Partners
St Peter Port,
Guernsey
| USD 1946 M | -USD 158 M | 3 | 12.98% | Reducidas |
|
| 219 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1932 M | +USD 22.2 M | 7 | 29.55% | Aumentadas |
|
| 220 |
Pershing Square Capital Management
New York
| USD 1930 M | USD 0 | 2 | 18.56% | Mantenido |
|
| 221 |
Edgewood Management
Greenwich,
Connecticut
| USD 1911 M | -USD 36.6 M | 2 | 5.52% | Reducidas |
|
| 222 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1909 M | -USD 38.4 M | 9 | 13.2% | Reducidas |
|
| 223 |
PineStone Asset Management
Montreal,
Quebec, Canada
| USD 1902 M | +USD 256 M | 3 | 20.44% | Aumentadas |
|
| 224 |
American International Group
New York
| USD 1898 M | +USD 23.3 M | 26 | 7.82% | Aumentadas |
|
| 225 |
Creative Planning
Overland Park,
Kansas
| USD 1884 M | -USD 51.3 M | 23 | 3.49% | Reducidas |
|