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 |
Cantillon Capital Management
New York
| USD 584 M | +USD 4.33 M | 2 | 7.05% | Aumentadas |
|
| 277 |
Axiom Investors
Greenwich,
Connecticut
| USD 578 M | -USD 26 M | 5 | 20.15% | Reducidas |
|
| 278 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 573 M | +USD 304 M | 11 | 8.7% | Aumentadas |
|
| 279 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 571 M | -USD 266 M | 12 | 11.29% | Reducidas |
|
| 280 |
Tesco Pension Investment
London,
United Kingdom
| USD 557 M | -USD 10.3 M | 4 | 16.54% | Reducidas |
|
| 281 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 556 M | -USD 60.1 M | 11 | 9.59% | Reducidas |
|
| 282 |
Nomura Holdings
Tokyo,
Japan
| USD 544 M | -USD 259 M | 14 | 2.02% | Reducidas |
|
| 283 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 540 M | -USD 5.3 M | 4 | 7.98% | Reducidas |
|
| 284 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 538 M | -USD 21.4 M | 7 | 5.27% | Reducidas |
|
| 285 |
Marsico Capital Management
Denver,
Colorado
| USD 534 M | -USD 473 k | 4 | 22.55% | Reducidas |
|
| 286 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 527 M | +USD 76.8 M | 4 | 14.74% | Aumentadas |
|
| 287 |
Tocqueville Asset Management
New York
| USD 525 M | +USD 3.69 M | 11 | 7.87% | Aumentadas |
|
| 288 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 520 M | +USD 17.5 M | 15 | 7.16% | Aumentadas |
|
| 289 |
Jupiter Investment Management
London,
United Kingdom
| USD 513 M | -USD 86.9 M | 11 | 4.55% | Reducidas |
|
| 290 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 512 M | -USD 40.5 M | 14 | 6.92% | Reducidas |
|
| 291 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 506 M | +USD 40.7 M | 16 | 9.15% | Aumentadas |
|
| 292 |
Manning & Napier Group
Fairport,
New York
| USD 504 M | -USD 139 M | 6 | 6.15% | Reducidas |
|
| 293 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 502 M | +USD 158 M | 7 | 28.26% | Aumentadas |
|
| 294 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 499 M | -USD 115 M | 12 | 6.42% | Reducidas |
|
| 295 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 497 M | -USD 213 M | 12 | 2.54% | Reducidas |
|
| 296 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 495 M | +USD 14.3 M | 13 | 7.82% | Aumentadas |
|
| 297 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 495 M | -USD 144 M | 1 | 3.56% | Reducidas |
|
| 298 |
Silver Lake Group
Menlo Park,
California
| USD 492 M | USD 0 | 1 | 11.99% | Mantenido |
|
| 299 |
SCGE Management
Menlo Park,
California
| USD 475 M | +USD 139 M | 5 | 42.01% | Aumentadas |
|
| 300 |
Westpac Banking Corp
Sydney,
Australia
| USD 475 M | +USD 128 M | 14 | 8.09% | Aumentadas |
|