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 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 2792 M | -USD 133 M | 14 | 10.13% | Reducidas |
|
| 202 |
Axiom Investors
Greenwich,
Connecticut
| USD 2790 M | +USD 337 M | 3 | 20.56% | Aumentadas |
|
| 203 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 2777 M | -USD 17.2 M | 3 | 17.4% | Reducidas |
|
| 204 |
Creative Planning
Overland Park,
Kansas
| USD 2770 M | +USD 78.6 M | 30 | 2.69% | Aumentadas |
|
| 205 |
Skye Global Management
West Palm Beach,
Florida
| USD 2768 M | -USD 88.3 M | 2 | 57.69% | Reducidas |
|
| 206 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 2764 M | +USD 178 M | 19 | 5.79% | Aumentadas |
|
| 207 |
Boston Partners
Boston,
Massachusetts
| USD 2756 M | -USD 154 M | 9 | 3.35% | Reducidas |
|
| 208 |
Soroban Capital Partners
New York
| USD 2748 M | +USD 59.6 M | 3 | 36.8% | Aumentadas |
|
| 209 |
Citadel Advisors
Miami,
Florida
| USD 2747 M | +USD 658 M | 39 | 0.48% | Aumentadas |
|
| 210 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 2709 M | +USD 78.4 M | 7 | 19.25% | Aumentadas |
|
| 211 |
Westfield Capital Management
Boston,
Massachusetts
| USD 2708 M | +USD 91.3 M | 9 | 11.79% | Aumentadas |
|
| 212 |
Brown Brothers Harriman & Co
New York
| USD 2697 M | -USD 16.4 M | 19 | 18.91% | Reducidas |
|
| 213 |
Altarock Partners
West Palm Beach,
Florida
| USD 2614 M | -USD 18.1 M | 3 | 52.88% | Reducidas |
|
| 214 |
Calamos Advisors
Naperville,
Illinois
| USD 2577 M | -USD 30 M | 11 | 10.78% | Reducidas |
|
| 215 |
Appaloosa LP
Short Hills,
New Jersey
| USD 2575 M | +USD 20.6 M | 5 | 39.84% | Aumentadas |
|
| 216 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 2547 M | +USD 406 M | 13 | 10.7% | Aumentadas |
|
| 217 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 2545 M | -USD 22.7 M | 14 | 13.23% | Reducidas |
|
| 218 |
CIBC World Markets
New York
| USD 2544 M | +USD 474 M | 19 | 14.9% | Aumentadas |
|
| 219 |
UniSuper Management
Melbourne, Victoria,
Australia
| USD 2542 M | +USD 51.7 M | 16 | 18.24% | Aumentadas |
|
| 220 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 2504 M | +USD 213 M | 26 | 9.71% | Aumentadas |
|
| 221 |
M&T Bank
Buffalo,
New York
| USD 2468 M | +USD 3.68 M | 19 | 8.27% | Aumentadas |
|
| 222 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2461 M | +USD 32.5 M | 20 | 5.39% | Aumentadas |
|
| 223 |
Polar Capital Holdings
London,
United Kingdom
| USD 2456 M | +USD 184 M | 10 | 13.74% | Aumentadas |
|
| 224 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 2429 M | +USD 164 M | 16 | 8.59% | Aumentadas |
|
| 225 |
Holocene Advisors
New York
| USD 2420 M | +USD 1088 M | 10 | 7.75% | Aumentadas |
|