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 | |
|---|---|---|---|---|---|---|---|
| 251 |
Farallon Capital Management
San Francisco,
California
| USD 362 M | -USD 89.3 M | 3 | 7.5% | Reducidas |
|
| 252 |
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 360 M | +USD 10.3 M | 4 | 6.87% | Aumentadas |
|
| 253 |
USS Investment Management
London,
United Kingdom
| USD 359 M | -USD 7.54 M | 3 | 6.89% | Reducidas |
|
| 254 |
Alkeon Capital Management
New York
| USD 358 M | -USD 11 M | 2 | 6.03% | Reducidas |
|
| 255 |
Tiger Global Management
New York
| USD 356 M | +USD 48.1 M | 2 | 4.44% | Aumentadas |
|
| 256 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 356 M | +USD 3.59 M | 8 | 3.44% | Aumentadas |
|
| 257 |
Employees Retirement System of Texas
Austin,
Texas
| USD 349 M | -USD 7.63 M | 10 | 4.51% | Reducidas |
|
| 258 |
Millennium Management
New York
| USD 349 M | +USD 91.5 M | 13 | 1.1% | Aumentadas |
|
| 259 |
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 347 M | -USD 37.9 M | 2 | 27.48% | Reducidas |
|
| 260 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 346 M | -USD 12.9 M | 10 | 5.68% | Reducidas |
|
| 261 |
Los Angeles Capital Management
Los Angeles,
California
| USD 345 M | +USD 32.3 M | 10 | 3.86% | Aumentadas |
|
| 262 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 345 M | -USD 26.2 M | 3 | 7.05% | Reducidas |
|
| 263 |
ZE
ZBI Equities
New York
| USD 345 M | +USD 311 M | 2 | 18.66% | Nuevas |
|
| 264 |
Sound Shore Management
Greenwich,
Connecticut
| USD 344 M | +USD 40.9 M | 4 | 5.79% | Aumentadas |
|
| 265 |
JAT Capital Management LP (Connecticut)
Greenwich,
Connecticut
| USD 343 M | +USD 181 M | 3 | 9.07% | Aumentadas |
|
| 266 |
Atalanta Sosnoff Capital
New York
| USD 342 M | +USD 17.8 M | 4 | 7.37% | Aumentadas |
|
| 267 |
Two Sigma Investments
New York
| USD 342 M | -USD 92.4 M | 7 | 1.89% | Reducidas |
|
| 268 |
Mondrian Investment Partners
London,
United Kingdom
| USD 339 M | +USD 37 M | 3 | 4.74% | Aumentadas |
|
| 269 |
Sarasin & Partners
London,
United Kingdom
| USD 331 M | -USD 3.72 M | 3 | 4.64% | Reducidas |
|
| 270 |
Soros Fund Management
New York
| USD 327 M | -USD 575 M | 6 | 2.77% | Reducidas |
|
| 271 |
DFO
Duquesne Family Office
New York
| USD 324 M | +USD 10.2 M | 2 | 21.61% | Aumentadas |
|
| 272 |
Hexavest
Montreal,
Quebec, Canada
| USD 322 M | -USD 1.12 M | 4 | 4.94% | Reducidas |
|
| 273 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 314 M | +USD 88.5 M | 2 | 2.25% | Aumentadas |
|
| 274 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 313 M | -USD 50 M | 8 | 1.58% | Reducidas |
|
| 275 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 313 M | -USD 20.1 M | 9 | 6.53% | Reducidas |
|