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 |
Calamos Advisors
Naperville,
Illinois
| USD 2404 M | -USD 56.8 M | 15 | 11.39% | Reducidas |
|
| 202 |
Resona Asset Management
Koto-Ku,tokyo,
Japan
| USD 2397 M | +USD 2277 M | 13 | 14.26% | Nuevas |
|
| 203 |
Skye Global Management
West Palm Beach,
Florida
| USD 2356 M | -USD 333 M | 2 | 55.98% | Reducidas |
|
| 204 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2327 M | -USD 49.7 M | 23 | 5.36% | Reducidas |
|
| 205 |
Polar Capital Holdings
London,
United Kingdom
| USD 2317 M | -USD 102 M | 9 | 12.15% | Reducidas |
|
| 206 |
Brown Brothers Harriman & Co
New York
| USD 2277 M | -USD 56.3 M | 19 | 17.47% | Reducidas |
|
| 207 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 2262 M | +USD 12.6 M | 14 | 12.16% | Aumentadas |
|
| 208 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 2196 M | +USD 114 M | 7 | 16.64% | Aumentadas |
|
| 209 |
Aristotle Capital Management
Los Angeles,
California
| USD 2188 M | -USD 65.8 M | 1 | 4.06% | Reducidas |
|
| 210 |
Creative Planning
Overland Park,
Kansas
| USD 2187 M | +USD 70.3 M | 26 | 2.42% | Aumentadas |
|
| 211 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 2183 M | +USD 616 M | 13 | 7.36% | Aumentadas |
|
| 212 |
M&T Bank
Buffalo,
New York
| USD 2145 M | -USD 100 M | 19 | 7.46% | Reducidas |
|
| 213 |
Wellcome Trust
London,
United Kingdom
| USD 2144 M | -USD 204 M | 5 | 25.75% | Reducidas |
|
| 214 |
Altarock Partners
West Palm Beach,
Florida
| USD 2143 M | -USD 216 M | 3 | 46.06% | Reducidas |
|
| 215 |
Osaic Holdings
Scottsdale,
Arizona
| USD 2139 M | -USD 487 M | 42 | 4.78% | Reducidas |
|
| 216 |
Longview Partners
St Peter Port,
Guernsey
| USD 2121 M | -USD 66.1 M | 3 | 13.69% | Reducidas |
|
| 217 |
Third Point
New York
| USD 2115 M | +USD 478 M | 3 | 26.96% | Aumentadas |
|
| 218 |
Boston Partners
Boston,
Massachusetts
| USD 2110 M | +USD 176 M | 7 | 2.51% | Aumentadas |
|
| 219 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 2108 M | -USD 68.7 M | 7 | 28.81% | Reducidas |
|
| 220 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 2090 M | -USD 63.9 M | 10 | 13.46% | Reducidas |
|
| 221 |
Pershing Square Capital Management
New York
| USD 2085 M | USD 0 | 2 | 19.38% | Mantenido |
|
| 222 |
Axiom Investors
Greenwich,
Connecticut
| USD 2079 M | +USD 76.2 M | 4 | 18.15% | Aumentadas |
|
| 223 |
American International Group
New York
| USD 2071 M | -USD 61.9 M | 26 | 7.42% | Reducidas |
|
| 224 |
AIM
Allen Investment Management
New York
| USD 2033 M | +USD 75.4 M | 10 | 25.52% | Aumentadas |
|
| 225 |
WCM Investment Management
Laguna Beach,
California
| USD 2016 M | +USD 5.72 M | 3 | 4.79% | Aumentadas |
|