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 |
Tocqueville Asset Management
New York
| USD 533 M | -USD 27.9 M | 9 | 6.79% | Reducidas |
|
| 302 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 531 M | +USD 9.9 M | 4 | 8.2% | Aumentadas |
|
| 303 |
BAMCO Inc
New York
| USD 530 M | +USD 36 M | 6 | 2.44% | Aumentadas |
|
| 304 |
Highfields Capital Management
Boston,
Massachusetts
| USD 525 M | -USD 181 M | 2 | 4.75% | Reducidas |
|
| 305 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 516 M | +USD 51.8 M | 6 | 10.12% | Aumentadas |
|
| 306 |
Aristotle Capital Management
Los Angeles,
California
| USD 515 M | +USD 8.05 M | 4 | 3.46% | Aumentadas |
|
| 307 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 514 M | -USD 58.9 M | 1 | 6.29% | Reducidas |
|
| 308 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 510 M | +USD 30.1 M | 2 | 9.06% | Aumentadas |
|
| 309 |
Sound Shore Management
Greenwich,
Connecticut
| USD 499 M | -USD 12.9 M | 3 | 8.08% | Reducidas |
|
| 310 |
AustralianSuper
Melbourne,
Australia
| USD 498 M | +USD 49.3 M | 4 | 15.83% | Aumentadas |
|
| 311 |
SCM
Steadfast Capital Management
New York
| USD 494 M | -USD 160 M | 2 | 8.73% | Reducidas |
|
| 312 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 493 M | +USD 50 M | 3 | 33.08% | Aumentadas |
|
| 313 |
VM
Valinor Management
New York
| USD 493 M | -USD 94.3 M | 5 | 14.96% | Reducidas |
|
| 314 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 491 M | -USD 111 M | 5 | 14.65% | Reducidas |
|
| 315 |
Capital Guardian Trust
Los Angeles,
California
| USD 488 M | -USD 30.8 M | 9 | 6.88% | Reducidas |
|
| 316 |
Xact Kapitalforvaltning
Stockholm,
Sweden
| USD 488 M | +USD 12.1 M | 16 | 11.03% | Aumentadas |
|
| 317 |
Swiss Life Asset Management
Zurich,
| USD 487 M | +USD 57.6 M | 9 | 8.52% | Aumentadas |
|
| 318 |
Hosking Partners
London,
United Kingdom
| USD 486 M | -USD 31.5 M | 7 | 10.76% | Reducidas |
|
| 319 |
SA
SPO Advisory
San Anselmo,
California
| USD 484 M | +USD 180 M | 2 | 9.96% | Aumentadas |
|
| 320 |
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 480 M | +USD 16.9 M | 7 | 10.7% | Aumentadas |
|
| 321 |
Barings
Charlotte,
North Carolina
| USD 476 M | -USD 2.96 M | 13 | 6.84% | Reducidas |
|
| 322 |
Balyasny Asset Management
Chicago,
Illinois
| USD 471 M | -USD 18.4 M | 18 | 1.97% | Reducidas |
|
| 323 |
Boston Trust Walden
Boston,
Massachusetts
| USD 466 M | -USD 4.11 M | 9 | 7.07% | Reducidas |
|
| 324 |
Atalanta Sosnoff Capital
New York
| USD 461 M | -USD 32 M | 6 | 15.37% | Reducidas |
|
| 325 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 460 M | -USD 15.8 M | 12 | 9.98% | Reducidas |
|