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 |
Rockefeller Capital Management
New York
| USD 1890 M | -USD 42.3 M | 29 | 9.12% | Reducidas |
|
| 227 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1874 M | -USD 4.92 M | 13 | 10.84% | Reducidas |
|
| 228 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1830 M | +USD 9.9 M | 3 | 13.65% | Aumentadas |
|
| 229 |
Millennium Management
New York
| USD 1829 M | -USD 1517 M | 36 | 0.97% | Reducidas |
|
| 230 |
LSV Asset Management
Chicago,
Illinois
| USD 1807 M | +USD 19.8 M | 11 | 3.32% | Aumentadas |
|
| 231 |
MetLife Investment Management
Whippany,
New Jersey
| USD 1791 M | +USD 520 M | 25 | 11.61% | Aumentadas |
|
| 232 |
AIM
Allen Investment Management
New York
| USD 1774 M | +USD 47.3 M | 13 | 23.79% | Aumentadas |
|
| 233 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1764 M | +USD 21.1 M | 15 | 12.01% | Aumentadas |
|
| 234 |
Boston Partners
Boston,
Massachusetts
| USD 1762 M | +USD 367 M | 11 | 2.14% | Aumentadas |
|
| 235 |
Coatue Management
New York
| USD 1724 M | -USD 316 M | 4 | 12.61% | Reducidas |
|
| 236 |
Independent Franchise Partners
London,
United Kingdom
| USD 1718 M | -USD 640 k | 3 | 13.56% | Reducidas |
|
| 237 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 1700 M | +USD 180 M | 8 | 20.58% | Aumentadas |
|
| 238 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 1687 M | +USD 51.5 M | 4 | 24.4% | Aumentadas |
|
| 239 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 1686 M | +USD 119 M | 24 | 11.88% | Aumentadas |
|
| 240 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1682 M | +USD 26.6 M | 6 | 16.95% | Aumentadas |
|
| 241 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 1666 M | +USD 283 M | 8 | 13.33% | Aumentadas |
|
| 242 |
Epoch Investment Partners
New York
| USD 1646 M | +USD 118 M | 9 | 8.06% | Aumentadas |
|
| 243 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1642 M | -USD 14.9 M | 7 | 8.75% | Reducidas |
|
| 244 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1625 M | +USD 75.7 M | 2 | 34.16% | Aumentadas |
|
| 245 |
ING Group
Amsterdam,
Netherlands
| USD 1622 M | +USD 341 M | 10 | 16.36% | Aumentadas |
|
| 246 |
Rathbones Group
Liverpool,
United Kingdom
| USD 1614 M | +USD 51.4 M | 10 | 16.47% | Aumentadas |
|
| 247 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 1611 M | -USD 462 M | 14 | 9.82% | Reducidas |
|
| 248 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1600 M | +USD 1.36 M | 24 | 12.89% | Aumentadas |
|
| 249 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1594 M | -USD 103 M | 11 | 10.22% | Reducidas |
|
| 250 |
Commerce Bank
Kansas City,
Missouri
| USD 1594 M | +USD 20.8 M | 19 | 10.92% | Aumentadas |
|