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 |
Prudential plc
London, England,
United Kingdom
| USD 1461 M | -USD 207 M | 14 | 10.13% | Reducidas |
|
| 252 |
Melvin Capital Management
New York
| USD 1453 M | -USD 179 M | 4 | 8.3% | Reducidas |
|
| 253 |
Gilder Gagnon Howe & Co
New York
| USD 1442 M | -USD 96.2 M | 10 | 7.77% | Reducidas |
|
| 254 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 1442 M | +USD 385 M | 14 | 9.28% | Aumentadas |
|
| 255 |
Farallon Capital Management
San Francisco,
California
| USD 1442 M | +USD 79.1 M | 3 | 7.16% | Aumentadas |
|
| 256 |
Nikko Asset Management Americas
New York
| USD 1438 M | +USD 159 M | 9 | 7.04% | Aumentadas |
|
| 257 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1420 M | -USD 291 M | 4 | 20.4% | Reducidas |
|
| 258 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1385 M | +USD 5.12 M | 14 | 12.64% | Aumentadas |
|
| 259 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1351 M | -USD 79.6 M | 9 | 10.42% | Reducidas |
|
| 260 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1341 M | -USD 16.3 M | 16 | 7.23% | Reducidas |
|
| 261 |
M&T Bank
Buffalo,
New York
| USD 1338 M | +USD 945 k | 15 | 5.78% | Aumentadas |
|
| 262 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1321 M | -USD 29.9 M | 23 | 11.54% | Reducidas |
|
| 263 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1315 M | -USD 83.8 M | 9 | 14.24% | Reducidas |
|
| 264 |
PGGM Investments
Zeist,
Netherlands
| USD 1299 M | +USD 71.3 M | 7 | 5.62% | Aumentadas |
|
| 265 |
Genesis Investment Management
London,
United Kingdom
| USD 1295 M | +USD 42.7 M | 2 | 42.76% | Aumentadas |
|
| 266 |
Carmignac Gestion
Paris,
France
| USD 1269 M | -USD 35.2 M | 5 | 14.55% | Reducidas |
|
| 267 |
SG Americas Securities
New York
| USD 1263 M | -USD 13.4 M | 25 | 6.61% | Reducidas |
|
| 268 |
Commerce Bank
Kansas City,
Missouri
| USD 1242 M | +USD 6.3 M | 16 | 9.44% | Aumentadas |
|
| 269 |
Troy Asset Management
London,
United Kingdom
| USD 1225 M | +USD 5.65 M | 2 | 23.06% | Aumentadas |
|
| 270 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1210 M | +USD 16.5 M | 6 | 12.7% | Aumentadas |
|
| 271 |
Rathbones Group
Liverpool,
United Kingdom
| USD 1202 M | +USD 84.3 M | 9 | 15.39% | Aumentadas |
|
| 272 |
Dragoneer Investment Group
San Francisco,
California
| USD 1198 M | -USD 152 M | 3 | 17.14% | Reducidas |
|
| 273 |
Third Point
New York
| USD 1163 M | -USD 453 M | 3 | 7.84% | Reducidas |
|
| 274 |
Holocene Advisors
New York
| USD 1156 M | +USD 851 M | 14 | 7.25% | Aumentadas |
|
| 275 |
Parallax Volatility Advisers
San Francisco,
California
| USD 1147 M | -USD 81.8 M | 23 | 0.99% | Reducidas |
|