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 |
Coatue Management
New York
| USD 922 M | -USD 814 M | 3 | 8.12% | Reducidas |
|
| 277 |
Marshall Wace
London,
United Kingdom
| USD 916 M | +USD 118 M | 12 | 6.42% | Aumentadas |
|
| 278 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 902 M | +USD 162 M | 20 | 12.72% | Aumentadas |
|
| 279 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 902 M | +USD 22.7 M | 13 | 12.44% | Aumentadas |
|
| 280 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 893 M | -USD 40.6 M | 13 | 8.28% | Reducidas |
|
| 281 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 874 M | +USD 22.4 M | 15 | 5.52% | Aumentadas |
|
| 282 |
TCW Group
Los Angeles,
California
| USD 872 M | -USD 64 M | 9 | 10.17% | Reducidas |
|
| 283 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 870 M | -USD 71.3 M | 19 | 10.35% | Reducidas |
|
| 284 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 867 M | -USD 21.8 M | 6 | 14.72% | Reducidas |
|
| 285 |
Cantillon Capital Management
New York
| USD 858 M | +USD 7.57 M | 3 | 7.46% | Aumentadas |
|
| 286 |
Meritage Group
San Francisco,
California
| USD 855 M | -USD 112 M | 3 | 18.06% | Reducidas |
|
| 287 |
Capital International Inc
Los Angeles,
California
| USD 853 M | -USD 56.6 M | 7 | 10.4% | Reducidas |
|
| 288 |
Yacktman Asset Management
Austin,
Texas
| USD 850 M | -USD 249 M | 3 | 13.55% | Reducidas |
|
| 289 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 848 M | +USD 406 M | 1 | 7.75% | Aumentadas |
|
| 290 |
Rathbones Group
Liverpool,
United Kingdom
| USD 846 M | +USD 112 M | 10 | 17.17% | Aumentadas |
|
| 291 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 844 M | -USD 84.7 M | 4 | 17.71% | Reducidas |
|
| 292 |
DFO
Duquesne Family Office
New York
| USD 843 M | -USD 167 M | 5 | 25.8% | Reducidas |
|
| 293 |
Jupiter Investment Management
London,
United Kingdom
| USD 841 M | +USD 74.4 M | 9 | 13.42% | Aumentadas |
|
| 294 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 838 M | +USD 61.4 M | 9 | 7.17% | Aumentadas |
|
| 295 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 830 M | -USD 8.66 M | 12 | 9.79% | Reducidas |
|
| 296 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 825 M | +USD 208 M | 13 | 8.19% | Aumentadas |
|
| 297 |
Farallon Capital Management
San Francisco,
California
| USD 823 M | -USD 195 M | 3 | 6.59% | Reducidas |
|
| 298 |
Railway Pension Investments
London,
United Kingdom
| USD 820 M | +USD 153 M | 12 | 9.19% | Aumentadas |
|
| 299 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 815 M | +USD 18.5 M | 6 | 10.64% | Aumentadas |
|
| 300 |
M&G Investment Management
London,
United Kingdom
| USD 810 M | +USD 29.3 M | 13 | 8.58% | Aumentadas |
|