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 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 418 M | -USD 25.6 M | 5 | 12.84% | Reducidas |
|
| 277 |
GX
Greylock XIII
Menlo Park,
California
| USD 418 M | +USD 455 M | 1 | 98.96% | Nuevas |
|
| 278 |
Fundsmith LLP
London,
United Kingdom
| USD 418 M | USD 0 | 1 | 10.5% | Mantenido |
|
| 279 |
Comerica Bank
Dallas,
Texas
| USD 417 M | +USD 13 M | 11 | 4.1% | Aumentadas |
|
| 280 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 413 M | +USD 3.53 M | 1 | 8.51% | Aumentadas |
|
| 281 |
GAM Holding
Zurich,
Switzerland
| USD 411 M | +USD 39 M | 12 | 6.39% | Aumentadas |
|
| 282 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 408 M | +USD 15.7 M | 7 | 3.6% | Aumentadas |
|
| 283 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 408 M | -USD 5.93 M | 6 | 5.21% | Reducidas |
|
| 284 |
Two Sigma Investments
New York
| USD 407 M | -USD 355 M | 14 | 1.95% | Reducidas |
|
| 285 |
Winton Group
London,
United Kingdom
| USD 406 M | +USD 69.8 M | 6 | 3.61% | Aumentadas |
|
| 286 |
Thomaspartners
Boston,
Massachusetts
| USD 406 M | +USD 11.7 M | 3 | 6.24% | Aumentadas |
|
| 287 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 404 M | +USD 33.9 M | 8 | 2.51% | Aumentadas |
|
| 288 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 402 M | +USD 58.8 M | 5 | 7.27% | Aumentadas |
|
| 289 |
Omega Advisors
New York
| USD 402 M | +USD 50.8 M | 3 | 8.77% | Aumentadas |
|
| 290 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 401 M | +USD 156 M | 13 | 4.12% | Aumentadas |
|
| 291 |
Ruffer LLP
London,
United Kingdom
| USD 399 M | -USD 59.6 M | 4 | 17.49% | Reducidas |
|
| 292 |
Fayez Sarofim & Co
Houston,
Texas
| USD 394 M | -USD 14.5 M | 6 | 2.27% | Reducidas |
|
| 293 |
Alleghany Corporation
New York
| USD 388 M | +USD 131 M | 2 | 13.69% | Aumentadas |
|
| 294 |
Axiom Investors
Greenwich,
Connecticut
| USD 384 M | +USD 113 M | 5 | 12.41% | Aumentadas |
|
| 295 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 383 M | +USD 62 M | 3 | 15.67% | Aumentadas |
|
| 296 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 383 M | +USD 13 M | 13 | 4.88% | Aumentadas |
|
| 297 |
C WorldWide Group
Copenhagen,
Denmark
| USD 382 M | -USD 15.1 M | 3 | 6.68% | Reducidas |
|
| 298 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 381 M | -USD 19.1 M | 7 | 8.34% | Reducidas |
|
| 299 |
Employees Retirement System of Texas
Austin,
Texas
| USD 378 M | +USD 3.04 M | 12 | 5.24% | Aumentadas |
|
| 300 |
Natixis
Paris,
France
| USD 368 M | +USD 157 M | 7 | 6.14% | Aumentadas |
|