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 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 664 M | +USD 90.9 M | 2 | 7.31% | Aumentadas |
|
| 277 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 650 M | +USD 62.6 M | 12 | 10.28% | Aumentadas |
|
| 278 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 647 M | +USD 32.7 M | 20 | 3.38% | Aumentadas |
|
| 279 |
Farallon Capital Management
San Francisco,
California
| USD 644 M | -USD 11.5 M | 2 | 3.97% | Reducidas |
|
| 280 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 638 M | +USD 1.49 M | 11 | 6.42% | Aumentadas |
|
| 281 |
Rockefeller Capital Management
New York
| USD 638 M | -USD 28.1 M | 10 | 10.39% | Reducidas |
|
| 282 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 635 M | -USD 13 M | 5 | 5.13% | Reducidas |
|
| 283 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 631 M | +USD 47.8 M | 3 | 39% | Aumentadas |
|
| 284 |
ING Group
Amsterdam,
Netherlands
| USD 629 M | +USD 15.7 M | 10 | 12.02% | Aumentadas |
|
| 285 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 628 M | +USD 176 M | 11 | 5.36% | Aumentadas |
|
| 286 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 626 M | +USD 77.6 M | 3 | 10.22% | Aumentadas |
|
| 287 |
HighTower Advisors
Chicago,
Illinois
| USD 626 M | -USD 2.5 M | 16 | 4.9% | Reducidas |
|
| 288 |
MetLife Investment Management
Whippany,
New Jersey
| USD 624 M | -USD 19.9 M | 12 | 7.37% | Reducidas |
|
| 289 |
Meritage Group
San Francisco,
California
| USD 622 M | -USD 77.4 M | 3 | 10.42% | Reducidas |
|
| 290 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 615 M | USD 0 | 2 | 30.84% | Mantenido |
|
| 291 |
AustralianSuper
Melbourne,
Australia
| USD 609 M | +USD 54.8 M | 5 | 14.31% | Aumentadas |
|
| 292 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 609 M | -USD 73.1 M | 12 | 7.46% | Reducidas |
|
| 293 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 607 M | -USD 5.05 M | 7 | 10.16% | Reducidas |
|
| 294 |
Boston Advisors
Boston,
Massachusetts
| USD 601 M | +USD 120 M | 10 | 15.05% | Aumentadas |
|
| 295 |
Texas Permanent School Fund
Austin,
Texas
| USD 600 M | -USD 36.2 M | 11 | 8.2% | Reducidas |
|
| 296 |
Balyasny Asset Management
Chicago,
Illinois
| USD 600 M | +USD 94 M | 16 | 2.72% | Aumentadas |
|
| 297 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 600 M | +USD 15.1 M | 14 | 7.09% | Aumentadas |
|
| 298 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 597 M | -USD 42.6 M | 11 | 5.11% | Reducidas |
|
| 299 |
Suntrust Banks
Atlanta,
Georgia
| USD 593 M | +USD 15.7 M | 13 | 3.25% | Aumentadas |
|
| 300 |
Sculptor Capital
New York
| USD 581 M | +USD 565 M | 2 | 2.7% | Nuevas |
|