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 |
Sarasin & Partners
London,
United Kingdom
| USD 921 M | -USD 6.48 M | 4 | 12.76% | Reducidas |
|
| 277 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 917 M | +USD 1040 M | 19 | 10.75% | Nuevas |
|
| 278 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 916 M | +USD 71.2 M | 13 | 7.72% | Aumentadas |
|
| 279 |
BlueSpruce Investments
Chicago,
Illinois
| USD 914 M | -USD 143 M | 2 | 18.69% | Reducidas |
|
| 280 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 913 M | +USD 73.1 M | 3 | 14.26% | Aumentadas |
|
| 281 |
M&G Investment Management
London,
United Kingdom
| USD 910 M | +USD 15.1 M | 12 | 5.28% | Aumentadas |
|
| 282 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 903 M | -USD 158 M | 7 | 25.38% | Reducidas |
|
| 283 |
First Pacific Advisors
El Segundo,
California
| USD 896 M | -USD 8.9 M | 5 | 14.23% | Reducidas |
|
| 284 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 893 M | +USD 20.4 M | 14 | 3.43% | Aumentadas |
|
| 285 |
Carmignac Gestion
Paris,
France
| USD 890 M | +USD 573 M | 6 | 19.13% | Aumentadas |
|
| 286 |
SCGE Management
Menlo Park,
California
| USD 879 M | -USD 20.5 M | 4 | 29.65% | Reducidas |
|
| 287 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 870 M | +USD 993 M | 15 | 9.85% | Nuevas |
|
| 288 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 848 M | +USD 725 M | 3 | 16.22% | Aumentadas |
|
| 289 |
Credit Agricole
Montrouge Cedex,
France
| USD 840 M | +USD 731 M | 18 | 15.9% | Aumentadas |
|
| 290 |
Voloridge Investment Management
Jupiter,
Florida
| USD 833 M | +USD 176 M | 15 | 4.49% | Aumentadas |
|
| 291 |
GuardCap Asset Management
London,
United Kingdom
| USD 827 M | -USD 3.83 M | 3 | 13.88% | Reducidas |
|
| 292 |
Farallon Capital Management
San Francisco,
California
| USD 822 M | +USD 163 M | 4 | 4.51% | Aumentadas |
|
| 293 |
Xponance
Philadelphia,
Pennsylvania
| USD 814 M | +USD 65.5 M | 19 | 15.65% | Aumentadas |
|
| 294 |
Holocene Advisors
New York
| USD 812 M | +USD 73.7 M | 9 | 5.19% | Aumentadas |
|
| 295 |
Impax Asset Management Group
London,
United Kingdom
| USD 811 M | +USD 86.9 M | 8 | 4.17% | Aumentadas |
|
| 296 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 806 M | -USD 2.96 M | 7 | 16.29% | Reducidas |
|
| 297 |
Echo Street Capital Management
New York
| USD 802 M | +USD 117 M | 6 | 7.69% | Aumentadas |
|
| 298 |
Comgest Global Investors
Paris,
France
| USD 802 M | -USD 3.25 M | 4 | 17.64% | Reducidas |
|
| 299 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 801 M | -USD 10 M | 4 | 11.17% | Reducidas |
|
| 300 |
ING Group
Amsterdam,
Netherlands
| USD 792 M | -USD 294 M | 11 | 13.25% | Reducidas |
|