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 | |
|---|---|---|---|---|---|---|---|
| 301 |
Balyasny Asset Management
Chicago,
Illinois
| USD 397 M | -USD 109 M | 15 | 2.13% | Reducidas |
|
| 302 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 396 M | +USD 27.9 M | 4 | 13.57% | Aumentadas |
|
| 303 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 393 M | -USD 13 M | 12 | 5.01% | Reducidas |
|
| 304 |
Sarasin & Partners
London,
United Kingdom
| USD 388 M | -USD 125 M | 4 | 6.55% | Reducidas |
|
| 305 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 388 M | +USD 168 M | 1 | 90.87% | Aumentadas |
|
| 306 |
HighTower Advisors
Chicago,
Illinois
| USD 384 M | +USD 8.53 M | 14 | 4.18% | Aumentadas |
|
| 307 |
Martingale Asset Management
Boston,
Massachusetts
| USD 382 M | -USD 23.9 M | 7 | 5.39% | Reducidas |
|
| 308 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 382 M | +USD 8.19 M | 5 | 12.83% | Aumentadas |
|
| 309 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 377 M | +USD 46.4 M | 11 | 7.8% | Aumentadas |
|
| 310 |
Appaloosa LP
Short Hills,
New Jersey
| USD 373 M | -USD 19.5 M | 1 | 6.61% | Reducidas |
|
| 311 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 372 M | +USD 374 M | 11 | 9.63% | Nuevas |
|
| 312 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 367 M | +USD 85.3 k | 5 | 7.42% | Aumentadas |
|
| 313 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 365 M | +USD 109 M | 3 | 8.82% | Aumentadas |
|
| 314 |
Jupiter Investment Management
London,
United Kingdom
| USD 363 M | -USD 17.8 M | 8 | 6.26% | Reducidas |
|
| 315 |
ExxonMobil Investment Management
Irving,
Texas
| USD 362 M | -USD 37.2 M | 10 | 8.11% | Reducidas |
|
| 316 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 362 M | +USD 81.2 M | 12 | 6.96% | Aumentadas |
|
| 317 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 360 M | -USD 30.8 M | 7 | 7.65% | Reducidas |
|
| 318 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 359 M | +USD 63.9 M | 6 | 9.66% | Aumentadas |
|
| 319 |
ING Group
Amsterdam,
Netherlands
| USD 358 M | +USD 50 M | 10 | 6.72% | Aumentadas |
|
| 320 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 358 M | -USD 14.2 M | 5 | 6.11% | Reducidas |
|
| 321 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 356 M | +USD 64 M | 7 | 2.75% | Aumentadas |
|
| 322 |
Alyeska Investment Group
Chicago,
Illinois
| USD 356 M | +USD 82.2 M | 6 | 2.94% | Aumentadas |
|
| 323 |
Marsico Capital Management
Denver,
Colorado
| USD 354 M | -USD 32.3 M | 3 | 15.68% | Reducidas |
|
| 324 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 354 M | +USD 26.5 M | 13 | 2.97% | Aumentadas |
|
| 325 |
International Value Advisers
| USD 352 M | -USD 45 M | 4 | 11.87% | Reducidas |
|