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 | |
|---|---|---|---|---|---|---|---|
| 226 |
Cantillon Capital Management
New York
| USD 486 M | +USD 2.41 M | 1 | 10.01% | Aumentadas |
|
| 227 |
Comgest Global Investors
Paris,
France
| USD 480 M | +USD 552 M | 5 | 14.64% | Nuevas |
|
| 228 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 467 M | +USD 32.8 M | 9 | 3.53% | Aumentadas |
|
| 229 |
BRC
Blue Ridge Capital
New York
| USD 466 M | -USD 277 M | 3 | 5.66% | Reducidas |
|
| 230 |
Appaloosa Management
Miami Beach,
Florida
| USD 459 M | -USD 177 M | 1 | 11.34% | Reducidas |
|
| 231 |
Two Sigma Investments
New York
| USD 458 M | -USD 96.9 M | 13 | 2.53% | Reducidas |
|
| 232 |
Soros Fund Management
New York
| USD 457 M | -USD 120 M | 1 | 4.99% | Reducidas |
|
| 233 |
Rockefeller Financial Services
New York
| USD 452 M | -USD 38.7 M | 6 | 9.9% | Reducidas |
|
| 234 |
Nuveen
Charlotte,
North Carolina
| USD 451 M | +USD 53.8 M | 9 | 2.54% | Aumentadas |
|
| 235 |
EA
Euclid Advisors
Hartford,
Connecticut
| USD 451 M | +USD 19.9 M | 8 | 4.2% | Aumentadas |
|
| 236 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 450 M | +USD 4 M | 11 | 3.53% | Aumentadas |
|
| 237 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 442 M | +USD 63.8 M | 4 | 2.73% | Aumentadas |
|
| 238 |
GTP
Global Thematic Partners
New York
| USD 438 M | +USD 56.1 M | 2 | 6.9% | Aumentadas |
|
| 239 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 436 M | -USD 128 k | 10 | 5.5% | Reducidas |
|
| 240 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 436 M | +USD 29.9 M | 9 | 3.21% | Aumentadas |
|
| 241 |
Millennium Management
New York
| USD 434 M | +USD 146 M | 13 | 0.92% | Aumentadas |
|
| 242 |
Texas Permanent School Fund
Austin,
Texas
| USD 428 M | -USD 9.6 M | 8 | 4.7% | Reducidas |
|
| 243 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 428 M | +USD 29.2 M | 8 | 4.39% | Aumentadas |
|
| 244 |
TSU
TD Securities (USA)
New York
| USD 428 M | +USD 33.4 M | 8 | 6.12% | Aumentadas |
|
| 245 |
Farallon Capital Management
San Francisco,
California
| USD 427 M | +USD 63.1 M | 2 | 5.83% | Aumentadas |
|
| 246 |
Raymond James & Associates
St Petersburg,
Florida
| USD 426 M | +USD 83.6 M | 10 | 2.08% | Aumentadas |
|
| 247 |
Marsico Capital Management
Denver,
Colorado
| USD 425 M | -USD 608 M | 1 | 3.42% | Reducidas |
|
| 248 |
USS Investment Management
London,
United Kingdom
| USD 425 M | +USD 34.8 M | 4 | 6.98% | Aumentadas |
|
| 249 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 419 M | -USD 37.9 M | 4 | 12.81% | Reducidas |
|
| 250 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 418 M | +USD 58.7 M | 4 | 8.67% | Aumentadas |
|