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 | |
|---|---|---|---|---|---|---|---|
| 276 |
Ninety One (UK)
London,
United Kingdom
| USD 331 M | -USD 150 M | 4 | 1.89% | Reducidas |
|
| 277 |
Winton Group
London,
United Kingdom
| USD 331 M | -USD 118 M | 6 | 3.04% | Reducidas |
|
| 278 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 326 M | +USD 1.39 M | 1 | 6.39% | Aumentadas |
|
| 279 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 326 M | -USD 26.8 M | 3 | 13.11% | Reducidas |
|
| 280 |
Balyasny Asset Management
Chicago,
Illinois
| USD 326 M | +USD 83.2 M | 4 | 2% | Aumentadas |
|
| 281 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 325 M | +USD 45 M | 1 | 4.36% | Aumentadas |
|
| 282 |
Tocqueville Asset Management
New York
| USD 324 M | -USD 11.7 M | 7 | 3.82% | Reducidas |
|
| 283 |
Maverick Capital
Dallas,
Texas
| USD 324 M | -USD 46 M | 2 | 4.95% | Reducidas |
|
| 284 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 320 M | -USD 191 k | 3 | 6.36% | Reducidas |
|
| 285 |
Fundsmith LLP
London,
United Kingdom
| USD 318 M | +USD 371 k | 1 | 10% | Aumentadas |
|
| 286 |
Causeway Capital Management
Los Angeles,
California
| USD 317 M | +USD 23.6 M | 2 | 7.93% | Aumentadas |
|
| 287 |
Employees Retirement System of Texas
Austin,
Texas
| USD 313 M | +USD 2.87 M | 10 | 4.11% | Aumentadas |
|
| 288 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 312 M | -USD 1.66 M | 10 | 3.58% | Reducidas |
|
| 289 |
Bessemer Group
Woodbridge,
New Jersey
| USD 312 M | -USD 29 M | 10 | 1.63% | Reducidas |
|
| 290 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 306 M | -USD 154 M | 5 | 2.27% | Reducidas |
|
| 291 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 300 M | +USD 20.1 M | 8 | 4.56% | Aumentadas |
|
| 292 |
KBC Group
Brussels,
Belgium
| USD 298 M | -USD 60.8 M | 10 | 3.83% | Reducidas |
|
| 293 |
HMP
HS Management Partners
New York
| USD 297 M | -USD 35.7 M | 2 | 11.38% | Reducidas |
|
| 294 |
Appaloosa Management
Miami Beach,
Florida
| USD 294 M | -USD 99.3 M | 2 | 7.27% | Reducidas |
|
| 295 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 293 M | -USD 23.8 M | 3 | 1.99% | Reducidas |
|
| 296 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 293 M | -USD 5.03 M | 8 | 5.95% | Reducidas |
|
| 297 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 291 M | +USD 278 M | 2 | 1.24% | Aumentadas |
|
| 298 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 290 M | -USD 60.2 M | 9 | 3.45% | Reducidas |
|
| 299 |
Atalanta Sosnoff Capital
New York
| USD 288 M | +USD 21.8 M | 6 | 7.88% | Aumentadas |
|
| 300 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 288 M | +USD 115 M | 4 | 1.63% | Aumentadas |
|