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 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 424 M | -USD 10.3 M | 5 | 11.7% | Reducidas |
|
| 277 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 419 M | +USD 7.98 M | 1 | 8.44% | Aumentadas |
|
| 278 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 417 M | -USD 13 M | 5 | 13.53% | Reducidas |
|
| 279 |
Two Sigma Investments
New York
| USD 417 M | +USD 22.7 M | 14 | 1.99% | Aumentadas |
|
| 280 |
GAM Holding
Zurich,
Switzerland
| USD 415 M | +USD 5.51 M | 12 | 6.91% | Aumentadas |
|
| 281 |
Axiom Investors
Greenwich,
Connecticut
| USD 414 M | +USD 41.4 M | 5 | 12.88% | Aumentadas |
|
| 282 |
Natixis Advisors
Boston,
Massachusetts
| USD 410 M | +USD 48.5 M | 11 | 6.14% | Aumentadas |
|
| 283 |
Atalanta Sosnoff Capital
New York
| USD 407 M | -USD 73.8 M | 8 | 12.8% | Reducidas |
|
| 284 |
Tocqueville Asset Management
New York
| USD 407 M | -USD 8.38 M | 9 | 5.39% | Reducidas |
|
| 285 |
Virginia Retirement System
Richmond,
Virginia
| USD 405 M | +USD 382 M | 10 | 5.87% | Nuevas |
|
| 286 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 404 M | +USD 148 M | 3 | 7.42% | Aumentadas |
|
| 287 |
Institutional Capital
Chicago,
Illinois
| USD 404 M | -USD 76.7 M | 1 | 4.3% | Reducidas |
|
| 288 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 403 M | +USD 52.1 M | 9 | 3.86% | Aumentadas |
|
| 289 |
KBC Group
Brussels,
Belgium
| USD 403 M | +USD 81.4 M | 12 | 6.69% | Aumentadas |
|
| 290 |
Ruffer LLP
London,
United Kingdom
| USD 401 M | -USD 17.8 M | 4 | 16.74% | Reducidas |
|
| 291 |
LPL Financial
San Diego,
California
| USD 395 M | +USD 28 M | 12 | 1.1% | Aumentadas |
|
| 292 |
C WorldWide Group
Copenhagen,
Denmark
| USD 384 M | +USD 8.7 M | 3 | 7.44% | Aumentadas |
|
| 293 |
Nomura Asset Management
Tokyo,
Japan
| USD 384 M | +USD 68.4 M | 13 | 7.31% | Aumentadas |
|
| 294 |
Employees Retirement System of Texas
Austin,
Texas
| USD 378 M | +USD 5.07 M | 12 | 5.21% | Aumentadas |
|
| 295 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 377 M | +USD 6.03 M | 12 | 4.89% | Aumentadas |
|
| 296 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 376 M | +USD 16.9 M | 11 | 4.22% | Aumentadas |
|
| 297 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 375 M | +USD 353 M | 5 | 3.04% | Nuevas |
|
| 298 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 373 M | -USD 13.9 M | 7 | 8.15% | Reducidas |
|
| 299 |
GX
Greylock XIII
Menlo Park,
California
| USD 367 M | USD 0 | 1 | 99.93% | Mantenido |
|
| 300 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 366 M | -USD 78.6 M | 5 | 15.62% | Reducidas |
|