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 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 474 M | +USD 50.8 M | 6 | 9.56% | Aumentadas |
|
| 302 |
Eminence Capital
New York
| USD 473 M | +USD 156 M | 3 | 9.21% | Aumentadas |
|
| 303 |
Swiss Life Asset Management
Zurich,
| USD 470 M | -USD 96.4 M | 8 | 9.56% | Reducidas |
|
| 304 |
Texas Permanent School Fund
Austin,
Texas
| USD 468 M | -USD 59.2 M | 12 | 8.25% | Reducidas |
|
| 305 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 464 M | -USD 87.2 M | 8 | 6.05% | Reducidas |
|
| 306 |
Commerce Bank
Kansas City,
Missouri
| USD 462 M | +USD 22.4 M | 12 | 5.88% | Aumentadas |
|
| 307 |
Jane Street
New York
| USD 462 M | -USD 775 M | 20 | 0.97% | Reducidas |
|
| 308 |
Boston Trust Walden
Boston,
Massachusetts
| USD 462 M | -USD 8.29 M | 9 | 7.34% | Reducidas |
|
| 309 |
Xact Kapitalforvaltning
Stockholm,
Sweden
| USD 458 M | -USD 14.1 M | 16 | 11.76% | Reducidas |
|
| 310 |
HL Financial Services
Louisville,
Kentucky
| USD 456 M | +USD 6.75 M | 7 | 7.98% | Aumentadas |
|
| 311 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 454 M | +USD 45.1 M | 9 | 10.91% | Aumentadas |
|
| 312 |
Capital Guardian Trust
Los Angeles,
California
| USD 449 M | +USD 5.03 M | 7 | 7.15% | Aumentadas |
|
| 313 |
Primavera Capital Management
George Town,
Cayman Islands
| USD 448 M | USD 0 | 2 | 27.21% | Mantenido |
|
| 314 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 447 M | +USD 108 M | 7 | 4.78% | Aumentadas |
|
| 315 |
Employees Retirement System of Texas
Austin,
Texas
| USD 446 M | -USD 15.9 M | 12 | 7.08% | Reducidas |
|
| 316 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 446 M | -USD 6.21 M | 16 | 4.3% | Reducidas |
|
| 317 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 444 M | -USD 6.84 M | 6 | 15% | Reducidas |
|
| 318 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 441 M | +USD 11.8 M | 12 | 11.12% | Aumentadas |
|
| 319 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 441 M | -USD 4.12 M | 17 | 8.83% | Reducidas |
|
| 320 |
Select Equity Group
New York
| USD 441 M | +USD 54.5 M | 2 | 3.33% | Aumentadas |
|
| 321 |
Atalanta Sosnoff Capital
New York
| USD 440 M | -USD 14.6 M | 5 | 16% | Reducidas |
|
| 322 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 436 M | +USD 29.7 M | 6 | 5.88% | Aumentadas |
|
| 323 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 435 M | -USD 40.8 M | 3 | 29.14% | Reducidas |
|
| 324 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 434 M | +USD 656 k | 15 | 9.81% | Aumentadas |
|
| 325 |
Everett Harris & Co
Los Angeles,
California
| USD 432 M | -USD 2.02 M | 7 | 12.27% | Reducidas |
|