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 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 2614 M | -USD 4470 M | 23 | 13.02% | Reducidas |
|
| 202 |
Calamos Advisors
Naperville,
Illinois
| USD 2613 M | -USD 29 M | 13 | 11.6% | Reducidas |
|
| 203 |
Natixis
Paris,
France
| USD 2607 M | -USD 538 M | 17 | 14.92% | Reducidas |
|
| 204 |
Appaloosa LP
Short Hills,
New Jersey
| USD 2591 M | -USD 277 M | 5 | 41.96% | Reducidas |
|
| 205 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 2561 M | +USD 172 M | 14 | 7.33% | Aumentadas |
|
| 206 |
Polar Capital Holdings
London,
United Kingdom
| USD 2548 M | +USD 36.6 M | 9 | 15.01% | Aumentadas |
|
| 207 |
Brown Brothers Harriman & Co
New York
| USD 2527 M | -USD 25.4 M | 19 | 19.02% | Reducidas |
|
| 208 |
Creative Planning
Overland Park,
Kansas
| USD 2493 M | +USD 105 M | 25 | 2.66% | Aumentadas |
|
| 209 |
Resona Asset Management
Koto-Ku,tokyo,
Japan
| USD 2488 M | -USD 129 M | 14 | 15% | Reducidas |
|
| 210 |
Skye Global Management
West Palm Beach,
Florida
| USD 2487 M | -USD 31.7 M | 2 | 56.28% | Reducidas |
|
| 211 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 2473 M | +USD 555 M | 28 | 3.91% | Aumentadas |
|
| 212 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 2472 M | -USD 5.3 M | 14 | 12.71% | Reducidas |
|
| 213 |
Soroban Capital Partners
New York
| USD 2471 M | +USD 282 M | 3 | 36.31% | Aumentadas |
|
| 214 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 2452 M | +USD 303 M | 15 | 5.65% | Aumentadas |
|
| 215 |
M&T Bank
Buffalo,
New York
| USD 2439 M | +USD 88.8 M | 19 | 8.32% | Aumentadas |
|
| 216 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 2417 M | -USD 66.1 M | 4 | 35.9% | Reducidas |
|
| 217 |
Axiom Investors
Greenwich,
Connecticut
| USD 2404 M | +USD 138 M | 3 | 20.95% | Aumentadas |
|
| 218 |
AP
Altarock Partners
West Palm Beach,
Florida
| USD 2392 M | +USD 14.8 M | 3 | 49.23% | Aumentadas |
|
| 219 |
Alphinity Investment Management
Sydney,
Australia
| USD 2390 M | +USD 557 M | 3 | 17.6% | Aumentadas |
|
| 220 |
Credit Agricole
Montrouge Cedex,
France
| USD 2382 M | +USD 936 M | 19 | 12.79% | Aumentadas |
|
| 221 |
MetLife Investment Management
Whippany,
New Jersey
| USD 2369 M | +USD 270 M | 26 | 14.07% | Aumentadas |
|
| 222 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2362 M | -USD 153 M | 19 | 5.6% | Reducidas |
|
| 223 |
CIBC World Markets
New York
| USD 2345 M | +USD 230 M | 15 | 15.36% | Aumentadas |
|
| 224 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 2322 M | +USD 127 M | 20 | 5.52% | Aumentadas |
|
| 225 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 2288 M | +USD 287 M | 14 | 9.46% | Aumentadas |
|