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 |
Tocqueville Asset Management
New York
| USD 405 M | -USD 2.76 M | 8 | 4.83% | Reducidas |
|
| 277 |
KBC Group
Brussels,
Belgium
| USD 404 M | +USD 4.73 M | 12 | 5.78% | Aumentadas |
|
| 278 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 399 M | -USD 38 M | 11 | 5.6% | Reducidas |
|
| 279 |
Senator Investment Group
New York
| USD 398 M | -USD 147 M | 2 | 6.38% | Reducidas |
|
| 280 |
Axiom Investors
Greenwich,
Connecticut
| USD 398 M | -USD 21.6 M | 5 | 11.54% | Reducidas |
|
| 281 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 388 M | -USD 203 k | 1 | 7.8% | Reducidas |
|
| 282 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 387 M | -USD 9.7 M | 5 | 13.45% | Reducidas |
|
| 283 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 387 M | +USD 5.33 M | 12 | 5.09% | Aumentadas |
|
| 284 |
Ruffer LLP
London,
United Kingdom
| USD 386 M | -USD 189 k | 4 | 17.52% | Reducidas |
|
| 285 |
Farallon Capital Management
San Francisco,
California
| USD 386 M | +USD 75.7 M | 2 | 5.31% | Aumentadas |
|
| 286 |
C WorldWide Group
Copenhagen,
Denmark
| USD 386 M | +USD 27.4 M | 3 | 7.38% | Aumentadas |
|
| 287 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 385 M | +USD 386 M | 9 | 5.67% | Nuevas |
|
| 288 |
EPCM
Eton Park Capital Management
New York
| USD 385 M | +USD 255 M | 3 | 5.81% | Aumentadas |
|
| 289 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 376 M | -USD 110 M | 11 | 4.14% | Reducidas |
|
| 290 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 375 M | -USD 41.2 M | 5 | 11.52% | Reducidas |
|
| 291 |
Marsico Capital Management
Denver,
Colorado
| USD 372 M | -USD 160 M | 3 | 12.93% | Reducidas |
|
| 292 |
Geneva Advisors
Chicago,
Illinois
| USD 372 M | -USD 6.67 M | 10 | 7.35% | Reducidas |
|
| 293 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 371 M | -USD 30.6 M | 3 | 2.82% | Reducidas |
|
| 294 |
Jupiter Investment Management
London,
United Kingdom
| USD 369 M | +USD 21.3 M | 9 | 6.91% | Aumentadas |
|
| 295 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 366 M | -USD 140 M | 8 | 1.63% | Reducidas |
|
| 296 |
Employees Retirement System of Texas
Austin,
Texas
| USD 366 M | -USD 8.74 M | 12 | 5.02% | Reducidas |
|
| 297 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 364 M | +USD 21.6 M | 3 | 15.52% | Aumentadas |
|
| 298 |
Martingale Asset Management
Boston,
Massachusetts
| USD 364 M | +USD 27.1 M | 9 | 6.03% | Aumentadas |
|
| 299 |
ExxonMobil Investment Management
Irving,
Texas
| USD 363 M | +USD 20.3 M | 10 | 7.67% | Aumentadas |
|
| 300 |
Institutional Capital
Chicago,
Illinois
| USD 363 M | -USD 40.2 M | 2 | 4.44% | Reducidas |
|