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 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 528 M | +USD 7.08 M | 1 | 8.12% | Aumentadas |
|
| 277 |
Moore Capital Management
New York
| USD 521 M | +USD 64.2 M | 8 | 16.03% | Aumentadas |
|
| 278 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 517 M | -USD 41.7 M | 3 | 28.83% | Reducidas |
|
| 279 |
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 516 M | +USD 440 M | 3 | 7.95% | Aumentadas |
|
| 280 |
Texas Permanent School Fund
Austin,
Texas
| USD 513 M | -USD 14.2 M | 11 | 6.75% | Reducidas |
|
| 281 |
Silver Lake Group
Menlo Park,
California
| USD 505 M | USD 0 | 1 | 14.53% | Mantenido |
|
| 282 |
Tocqueville Asset Management
New York
| USD 504 M | -USD 14.2 M | 9 | 6.04% | Reducidas |
|
| 283 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 500 M | +USD 3.28 M | 12 | 6.93% | Aumentadas |
|
| 284 |
Jupiter Investment Management
London,
United Kingdom
| USD 500 M | +USD 146 M | 7 | 6.06% | Aumentadas |
|
| 285 |
Employees Retirement System of Texas
Austin,
Texas
| USD 499 M | -USD 1.35 M | 13 | 6.75% | Reducidas |
|
| 286 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 496 M | +USD 46.9 M | 14 | 3.43% | Aumentadas |
|
| 287 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 492 M | +USD 2.19 M | 11 | 4.73% | Aumentadas |
|
| 288 |
WCM Investment Management
Laguna Beach,
California
| USD 489 M | +USD 27.7 M | 3 | 7.55% | Aumentadas |
|
| 289 |
Geneva Advisors
Chicago,
Illinois
| USD 487 M | -USD 4.33 M | 7 | 8.38% | Reducidas |
|
| 290 |
Marshall Wace North America
New York
| USD 484 M | -USD 12.4 M | 13 | 3.54% | Reducidas |
|
| 291 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 479 M | +USD 178 M | 4 | 8.29% | Aumentadas |
|
| 292 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 473 M | -USD 1.03 M | 7 | 2.02% | Reducidas |
|
| 293 |
Meritage Group
San Francisco,
California
| USD 473 M | USD 0 | 3 | 11.58% | Mantenido |
|
| 294 |
PGGM Investments
Zeist,
Netherlands
| USD 472 M | +USD 20.6 M | 7 | 2.42% | Aumentadas |
|
| 295 |
HighTower Advisors
Chicago,
Illinois
| USD 472 M | +USD 5.32 M | 16 | 4.22% | Aumentadas |
|
| 296 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 470 M | -USD 24.4 M | 10 | 5.89% | Reducidas |
|
| 297 |
Hosking Partners
London,
United Kingdom
| USD 465 M | +USD 7.44 M | 7 | 12.28% | Aumentadas |
|
| 298 |
ClariVest Asset Management
San Diego,
California
| USD 462 M | -USD 29.8 M | 10 | 11.21% | Reducidas |
|
| 299 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 460 M | +USD 51.5 M | 14 | 7.48% | Aumentadas |
|
| 300 |
ING Group
Amsterdam,
Netherlands
| USD 458 M | -USD 50.1 M | 10 | 8.78% | Reducidas |
|