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 |
EP
Elkfork Partners
Portland,
Oregon
| USD 614 M | +USD 33.3 M | 14 | 14.94% | Aumentadas |
|
| 302 |
Capital International Inc
Los Angeles,
California
| USD 614 M | +USD 439 M | 7 | 9.25% | Aumentadas |
|
| 303 |
Manning & Napier Group
Fairport,
New York
| USD 608 M | -USD 177 M | 7 | 6.81% | Reducidas |
|
| 304 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 606 M | +USD 2.56 M | 6 | 7.32% | Aumentadas |
|
| 305 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 602 M | -USD 28 M | 8 | 4.35% | Reducidas |
|
| 306 |
Norinchukin Bank
Tokyo,
Japan
| USD 602 M | +USD 7.35 M | 10 | 8.5% | Aumentadas |
|
| 307 |
Silver Lake Group
Menlo Park,
California
| USD 600 M | USD 0 | 1 | 14.48% | Mantenido |
|
| 308 |
Boston Trust Walden
Boston,
Massachusetts
| USD 594 M | +USD 6.28 M | 9 | 7.47% | Aumentadas |
|
| 309 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 594 M | +USD 30.4 M | 18 | 11.67% | Aumentadas |
|
| 310 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 591 M | -USD 68.6 M | 6 | 11.95% | Reducidas |
|
| 311 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 590 M | +USD 14.7 M | 17 | 4.29% | Aumentadas |
|
| 312 |
Dragoneer Investment Group
San Francisco,
California
| USD 587 M | +USD 12.9 M | 3 | 24.83% | Aumentadas |
|
| 313 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 561 M | -USD 13.9 M | 14 | 6.84% | Reducidas |
|
| 314 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 560 M | +USD 7.17 M | 19 | 9.49% | Aumentadas |
|
| 315 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 560 M | -USD 64.3 M | 4 | 15.06% | Reducidas |
|
| 316 |
Green Court Capital Management
Hong Kong
| USD 560 M | -USD 9.42 M | 1 | 65.96% | Reducidas |
|
| 317 |
SCGE Management
Menlo Park,
California
| USD 556 M | -USD 10 M | 4 | 28.08% | Reducidas |
|
| 318 |
Sarasin & Partners
London,
United Kingdom
| USD 553 M | +USD 59.1 M | 5 | 9.15% | Aumentadas |
|
| 319 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 553 M | +USD 150 M | 14 | 7.47% | Aumentadas |
|
| 320 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 553 M | +USD 17.4 M | 10 | 10.48% | Aumentadas |
|
| 321 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 552 M | -USD 13.7 M | 16 | 7.26% | Reducidas |
|
| 322 |
Troy Asset Management
London,
United Kingdom
| USD 552 M | +USD 42.1 M | 2 | 22.18% | Aumentadas |
|
| 323 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 548 M | +USD 21.8 M | 11 | 5.16% | Aumentadas |
|
| 324 |
BAMCO Inc
New York
| USD 545 M | +USD 53.7 M | 8 | 2.24% | Aumentadas |
|
| 325 |
Primavera Capital Management
George Town,
Cayman Islands
| USD 544 M | USD 0 | 2 | 26.28% | Mantenido |
|