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 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 595 M | +USD 67.9 M | 6 | 18.73% | Aumentadas |
|
| 277 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 590 M | +USD 4.91 M | 11 | 3.83% | Aumentadas |
|
| 278 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 589 M | +USD 26.3 M | 10 | 6.96% | Aumentadas |
|
| 279 |
Texas Permanent School Fund
Austin,
Texas
| USD 579 M | -USD 8.23 M | 11 | 7.24% | Reducidas |
|
| 280 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 577 M | -USD 174 M | 1 | 7.14% | Reducidas |
|
| 281 |
Rockefeller Financial Services
New York
| USD 575 M | -USD 85.4 M | 10 | 9.08% | Reducidas |
|
| 282 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 564 M | -USD 22.9 M | 5 | 15.06% | Reducidas |
|
| 283 |
MetLife Investment Management
Whippany,
New Jersey
| USD 561 M | +USD 542 M | 15 | 6.35% | Nuevas |
|
| 284 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 558 M | +USD 14 M | 11 | 5.43% | Aumentadas |
|
| 285 |
Jupiter Investment Management
London,
United Kingdom
| USD 557 M | -USD 33.1 M | 7 | 5.14% | Reducidas |
|
| 286 |
Employees Retirement System of Texas
Austin,
Texas
| USD 557 M | -USD 12.3 M | 13 | 7.05% | Reducidas |
|
| 287 |
Scharf Investments
Los Gatos,
California
| USD 550 M | -USD 30.8 M | 2 | 12.49% | Reducidas |
|
| 288 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 550 M | -USD 26.7 M | 11 | 4.73% | Reducidas |
|
| 289 |
SCM
Suvretta Capital Management
New York
| USD 546 M | -USD 277 M | 2 | 12.91% | Reducidas |
|
| 290 |
Alyeska Investment Group
Chicago,
Illinois
| USD 544 M | +USD 296 M | 8 | 4.33% | Aumentadas |
|
| 291 |
HighTower Advisors
Chicago,
Illinois
| USD 544 M | +USD 4.78 M | 15 | 4.46% | Aumentadas |
|
| 292 |
Two Sigma Investments
New York
| USD 539 M | +USD 105 M | 16 | 1.75% | Aumentadas |
|
| 293 |
VM
Valinor Management
New York
| USD 537 M | +USD 66 M | 5 | 15.88% | Aumentadas |
|
| 294 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 534 M | -USD 41.7 M | 3 | 27.85% | Reducidas |
|
| 295 |
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 531 M | -USD 102 M | 2 | 9.01% | Reducidas |
|
| 296 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 528 M | -USD 72.9 M | 5 | 6.71% | Reducidas |
|
| 297 |
LPL Financial
San Diego,
California
| USD 528 M | +USD 41.4 M | 16 | 1.61% | Aumentadas |
|
| 298 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 525 M | +USD 51 M | 12 | 4.6% | Aumentadas |
|
| 299 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 520 M | -USD 58.7 M | 7 | 3.62% | Reducidas |
|
| 300 |
Tocqueville Asset Management
New York
| USD 518 M | -USD 30.7 M | 9 | 5.89% | Reducidas |
|