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 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 682 M | -USD 40.3 M | 7 | 4.26% | Reducidas |
|
| 277 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 671 M | +USD 1.44 M | 12 | 11.67% | Aumentadas |
|
| 278 |
Sculptor Capital
New York
| USD 665 M | -USD 108 M | 3 | 3.95% | Reducidas |
|
| 279 |
Comerica Bank
Dallas,
Texas
| USD 664 M | -USD 22.8 M | 18 | 5.38% | Reducidas |
|
| 280 |
Cantillon Capital Management
New York
| USD 657 M | -USD 2.77 M | 2 | 6.98% | Reducidas |
|
| 281 |
Silver Lake Group
Menlo Park,
California
| USD 654 M | USD 0 | 1 | 14.96% | Mantenido |
|
| 282 |
Marsico Capital Management
Denver,
Colorado
| USD 651 M | +USD 10 M | 4 | 23.47% | Aumentadas |
|
| 283 |
Melvin Capital Management
New York
| USD 645 M | +USD 210 M | 2 | 7.55% | Aumentadas |
|
| 284 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 640 M | -USD 84.8 M | 13 | 5.78% | Reducidas |
|
| 285 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 638 M | +USD 13.3 M | 4 | 8.51% | Aumentadas |
|
| 286 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 636 M | +USD 105 M | 6 | 14.99% | Aumentadas |
|
| 287 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 636 M | +USD 42.9 M | 6 | 12.3% | Aumentadas |
|
| 288 |
Swiss Life Asset Management
Zurich,
| USD 635 M | +USD 80 M | 10 | 8.05% | Aumentadas |
|
| 289 |
SCGE Management
Menlo Park,
California
| USD 635 M | -USD 18.3 M | 5 | 39.61% | Reducidas |
|
| 290 |
Dragoneer Investment Group
San Francisco,
California
| USD 616 M | +USD 76.3 M | 2 | 37.25% | Aumentadas |
|
| 291 |
Farallon Capital Management
San Francisco,
California
| USD 611 M | -USD 404 M | 3 | 4.6% | Reducidas |
|
| 292 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 606 M | +USD 589 k | 14 | 7.49% | Aumentadas |
|
| 293 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 605 M | +USD 357 M | 13 | 5.68% | Aumentadas |
|
| 294 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 602 M | +USD 18.4 M | 14 | 2.77% | Aumentadas |
|
| 295 |
Carmignac Gestion
Paris,
France
| USD 600 M | +USD 115 M | 3 | 6.99% | Aumentadas |
|
| 296 |
Tocqueville Asset Management
New York
| USD 599 M | -USD 11 M | 12 | 8% | Reducidas |
|
| 297 |
Primavera Capital Management
George Town,
Cayman Islands
| USD 596 M | USD 0 | 2 | 27.73% | Mantenido |
|
| 298 |
Appaloosa LP
Short Hills,
New Jersey
| USD 592 M | +USD 392 M | 3 | 16.96% | Aumentadas |
|
| 299 |
PointState Capital
New York
| USD 591 M | +USD 149 M | 6 | 11.66% | Aumentadas |
|
| 300 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 585 M | -USD 12.2 M | 12 | 6.92% | Reducidas |
|