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 |
Appaloosa LP
Short Hills,
New Jersey
| USD 583 M | -USD 9.7 M | 2 | 6.29% | Reducidas |
|
| 302 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 583 M | +USD 43.3 M | 13 | 8.48% | Aumentadas |
|
| 303 |
TCM
Tybourne Capital Management
Hong Kong
| USD 581 M | +USD 29.9 M | 2 | 20.65% | Aumentadas |
|
| 304 |
Norinchukin Bank
Tokyo,
Japan
| USD 581 M | -USD 207 M | 10 | 8.92% | Reducidas |
|
| 305 |
GCCM
Green Court Capital Management
Hong Kong
| USD 576 M | +USD 105 M | 1 | 68.84% | Aumentadas |
|
| 306 |
Westpac Banking Corp
Sydney,
Australia
| USD 571 M | +USD 25.7 M | 13 | 8.72% | Aumentadas |
|
| 307 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 570 M | +USD 6.78 M | 8 | 6.73% | Aumentadas |
|
| 308 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 567 M | +USD 2.06 M | 14 | 6.57% | Aumentadas |
|
| 309 |
EP
Elkfork Partners
Portland,
Oregon
| USD 566 M | +USD 30.8 M | 14 | 13.83% | Aumentadas |
|
| 310 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 564 M | +USD 8.88 M | 16 | 4.33% | Aumentadas |
|
| 311 |
Nomura Holdings
Tokyo,
Japan
| USD 561 M | +USD 223 M | 10 | 2.48% | Aumentadas |
|
| 312 |
Boston Trust Walden
Boston,
Massachusetts
| USD 561 M | +USD 1.85 M | 9 | 7.29% | Aumentadas |
|
| 313 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 554 M | +USD 22.2 M | 16 | 7.53% | Aumentadas |
|
| 314 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 554 M | +USD 24.4 M | 6 | 6.64% | Aumentadas |
|
| 315 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 553 M | -USD 37.9 M | 6 | 13% | Reducidas |
|
| 316 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 552 M | USD 0 | 2 | 26.21% | Mantenido |
|
| 317 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 551 M | +USD 150 M | 2 | 3.97% | Aumentadas |
|
| 318 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 551 M | +USD 28.4 M | 17 | 10.96% | Aumentadas |
|
| 319 |
Capital Guardian Trust
Los Angeles,
California
| USD 548 M | -USD 12.3 M | 7 | 7.38% | Reducidas |
|
| 320 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 545 M | +USD 15 M | 2 | 36.07% | Aumentadas |
|
| 321 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 543 M | +USD 26.9 M | 18 | 9.15% | Aumentadas |
|
| 322 |
Carmignac Gestion
Paris,
France
| USD 541 M | -USD 35.3 M | 4 | 6.73% | Reducidas |
|
| 323 |
Texas Permanent School Fund
Austin,
Texas
| USD 541 M | -USD 6.22 M | 12 | 8.41% | Reducidas |
|
| 324 |
AIM
Allen Investment Management
New York
| USD 541 M | +USD 36.5 M | 7 | 15.43% | Aumentadas |
|
| 325 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 538 M | +USD 141 M | 1 | 24.36% | Aumentadas |
|