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 |
Silver Lake Group
Menlo Park,
California
| USD 591 M | USD 0 | 1 | 18.45% | Mantenido |
|
| 302 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 585 M | +USD 4.85 M | 11 | 8.05% | Aumentadas |
|
| 303 |
SG Americas Securities
New York
| USD 584 M | +USD 168 M | 19 | 4.33% | Aumentadas |
|
| 304 |
Sachem Head Capital Management
New York
| USD 574 M | +USD 100 M | 3 | 26.69% | Aumentadas |
|
| 305 |
Xact Kapitalforvaltning
Stockholm,
Sweden
| USD 567 M | -USD 32.7 M | 16 | 11.91% | Reducidas |
|
| 306 |
Sculptor Capital
New York
| USD 558 M | -USD 83.2 M | 3 | 3.05% | Reducidas |
|
| 307 |
Employees Retirement System of Texas
Austin,
Texas
| USD 554 M | -USD 49.1 M | 12 | 7.38% | Reducidas |
|
| 308 |
Hosking Partners
London,
United Kingdom
| USD 552 M | -USD 60.9 M | 8 | 12.18% | Reducidas |
|
| 309 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 548 M | -USD 67.5 M | 15 | 8.45% | Reducidas |
|
| 310 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 545 M | +USD 4.99 M | 16 | 4.69% | Aumentadas |
|
| 311 |
Atalanta Sosnoff Capital
New York
| USD 544 M | -USD 23.4 M | 6 | 16.28% | Reducidas |
|
| 312 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 543 M | USD 0 | 2 | 29.13% | Mantenido |
|
| 313 |
Capital Guardian Trust
Los Angeles,
California
| USD 541 M | +USD 4.66 M | 9 | 7.3% | Aumentadas |
|
| 314 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 541 M | -USD 52.2 M | 3 | 27.62% | Reducidas |
|
| 315 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 537 M | +USD 62.3 M | 17 | 9.08% | Aumentadas |
|
| 316 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 533 M | +USD 9.42 M | 12 | 10.95% | Aumentadas |
|
| 317 |
Boston Trust Walden
Boston,
Massachusetts
| USD 532 M | -USD 7.06 M | 9 | 7.33% | Reducidas |
|
| 318 |
SCM
Steadfast Capital Management
New York
| USD 532 M | -USD 77.1 M | 4 | 7.55% | Reducidas |
|
| 319 |
AGDR
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 525 M | +USD 35.8 M | 4 | 33.7% | Aumentadas |
|
| 320 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 525 M | -USD 286 M | 6 | 14.89% | Reducidas |
|
| 321 |
Commerce Bank
Kansas City,
Missouri
| USD 524 M | -USD 15.9 M | 12 | 6.24% | Reducidas |
|
| 322 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 524 M | -USD 68.3 M | 5 | 14.47% | Reducidas |
|
| 323 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 522 M | +USD 1.56 M | 15 | 10.11% | Aumentadas |
|
| 324 |
HL Financial Services
Louisville,
Kentucky
| USD 521 M | +USD 3.93 M | 7 | 8.05% | Aumentadas |
|
| 325 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 515 M | -USD 19.7 M | 13 | 10.14% | Reducidas |
|