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 |
Suntrust Banks
Atlanta,
Georgia
| USD 472 M | -USD 2.06 M | 9 | 2.84% | Reducidas |
|
| 277 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
| USD 472 M | -USD 1.36 M | 11 | 9.7% | Reducidas |
|
| 278 |
TPI
Tesco Pension Investment
London,
United Kingdom
| USD 470 M | +USD 29.3 M | 4 | 15% | Aumentadas |
|
| 279 |
Texas Permanent School Fund
Austin,
Texas
| USD 469 M | -USD 13 M | 10 | 6.24% | Reducidas |
|
| 280 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 464 M | +USD 24 M | 1 | 8.03% | Aumentadas |
|
| 281 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 458 M | +USD 3.72 M | 8 | 3.87% | Aumentadas |
|
| 282 |
Jane Street
New York
| USD 454 M | +USD 150 M | 15 | 1.98% | Aumentadas |
|
| 283 |
Tocqueville Asset Management
New York
| USD 450 M | -USD 5.57 M | 8 | 5.76% | Reducidas |
|
| 284 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 441 M | -USD 185 k | 11 | 6.14% | Reducidas |
|
| 285 |
GAM Holding
Zurich,
Switzerland
| USD 438 M | -USD 13.3 M | 14 | 7.67% | Reducidas |
|
| 286 |
Alleghany Corporation
New York
| USD 438 M | -USD 74.4 M | 2 | 15.1% | Reducidas |
|
| 287 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 435 M | -USD 1.36 M | 11 | 6.4% | Reducidas |
|
| 288 |
NM
NWI Management
New York
| USD 434 M | +USD 435 M | 3 | 34.9% | Aumentadas |
|
| 289 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 434 M | -USD 51.4 M | 9 | 1.78% | Reducidas |
|
| 290 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 431 M | -USD 154 M | 6 | 9.72% | Reducidas |
|
| 291 |
Employees Retirement System of Texas
Austin,
Texas
| USD 425 M | -USD 9.8 M | 12 | 5.79% | Reducidas |
|
| 292 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 425 M | +USD 18.4 M | 3 | 4.34% | Aumentadas |
|
| 293 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 416 M | +USD 35.8 M | 9 | 10.7% | Aumentadas |
|
| 294 |
ClariVest Asset Management
San Diego,
California
| USD 415 M | +USD 32.8 M | 8 | 11.08% | Aumentadas |
|
| 295 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 412 M | -USD 16 M | 2 | 8.21% | Reducidas |
|
| 296 |
Geneva Advisors
Chicago,
Illinois
| USD 405 M | -USD 8.3 M | 10 | 7.91% | Reducidas |
|
| 297 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 405 M | +USD 13.6 M | 8 | 2.27% | Aumentadas |
|
| 298 |
Nomura Asset Management
Tokyo,
Japan
| USD 404 M | -USD 19.8 M | 13 | 7.27% | Reducidas |
|
| 299 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 403 M | +USD 7.72 M | 10 | 7.56% | Aumentadas |
|
| 300 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 402 M | +USD 30.2 M | 3 | 12.55% | Aumentadas |
|