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 |
Columbus Circle Investors
| USD 457 M | -USD 76.7 M | 5 | 7.56% | Reducidas |
|
| 302 |
CI Global Investments
Oakland,
California
| USD 453 M | +USD 135 M | 5 | 8.58% | Aumentadas |
|
| 303 |
Farallon Capital Management
San Francisco,
California
| USD 449 M | -USD 82.5 M | 2 | 4.67% | Reducidas |
|
| 304 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 449 M | -USD 31.3 M | 5 | 12.85% | Reducidas |
|
| 305 |
Suntrust Banks
Atlanta,
Georgia
| USD 448 M | +USD 1.18 M | 10 | 2.74% | Aumentadas |
|
| 306 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
| USD 443 M | -USD 63.8 M | 9 | 9.83% | Reducidas |
|
| 307 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 441 M | -USD 12.6 M | 12 | 10.53% | Reducidas |
|
| 308 |
TCM
Tybourne Capital Management
Hong Kong
| USD 441 M | +USD 132 M | 1 | 19.71% | Aumentadas |
|
| 309 |
Atalanta Sosnoff Capital
New York
| USD 439 M | -USD 12.2 M | 6 | 15.51% | Reducidas |
|
| 310 |
Sachem Head Capital Management
New York
| USD 434 M | +USD 242 M | 2 | 19.88% | Aumentadas |
|
| 311 |
MC
Maplelane Capital
New York
| USD 432 M | +USD 116 M | 5 | 7.85% | Aumentadas |
|
| 312 |
Westwood Holdings Group
Dallas,
Texas
| USD 430 M | -USD 26.8 M | 9 | 3.51% | Reducidas |
|
| 313 |
International Value Advisers
| USD 430 M | -USD 1.34 M | 4 | 13.29% | Reducidas |
|
| 314 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 425 M | +USD 60.7 M | 11 | 8.57% | Aumentadas |
|
| 315 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 421 M | -USD 28.4 M | 13 | 5.27% | Reducidas |
|
| 316 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 420 M | -USD 13.3 M | 5 | 12.38% | Reducidas |
|
| 317 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 420 M | -USD 32.7 M | 11 | 8.08% | Reducidas |
|
| 318 |
Natixis
Paris,
France
| USD 418 M | -USD 82.1 M | 8 | 4.76% | Reducidas |
|
| 319 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 417 M | +USD 52.2 M | 11 | 7.04% | Aumentadas |
|
| 320 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 417 M | -USD 211 M | 13 | 1.77% | Reducidas |
|
| 321 |
Nomura Holdings
Tokyo,
Japan
| USD 415 M | +USD 277 M | 13 | 1.01% | Aumentadas |
|
| 322 |
SCM
Steadfast Capital Management
New York
| USD 413 M | +USD 24.3 M | 3 | 7.56% | Aumentadas |
|
| 323 |
Marsico Capital Management
Denver,
Colorado
| USD 413 M | +USD 2.61 M | 5 | 17.27% | Aumentadas |
|
| 324 |
EP
Elkfork Partners
Portland,
Oregon
| USD 412 M | -USD 11.2 M | 9 | 12.42% | Reducidas |
|
| 325 |
HMP
HS Management Partners
New York
| USD 410 M | +USD 3.8 M | 2 | 13.46% | Aumentadas |
|