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 |
Tesco Pension Investment
London,
United Kingdom
| USD 640 M | -USD 38.5 M | 4 | 19.5% | Reducidas |
|
| 302 |
PCM
Palestra Capital Management
New York
| USD 635 M | +USD 384 M | 4 | 20.59% | Aumentadas |
|
| 303 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 635 M | +USD 15.4 M | 6 | 9.26% | Aumentadas |
|
| 304 |
BAMCO Inc
New York
| USD 630 M | +USD 12.8 M | 8 | 3.09% | Aumentadas |
|
| 305 |
ClariVest Asset Management
San Diego,
California
| USD 621 M | -USD 61 M | 7 | 18.57% | Reducidas |
|
| 306 |
M&G Investment Management
London,
United Kingdom
| USD 620 M | -USD 122 M | 13 | 7.53% | Reducidas |
|
| 307 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 620 M | -USD 43.8 M | 9 | 6.94% | Reducidas |
|
| 308 |
Marshall Wace
London,
United Kingdom
| USD 615 M | +USD 25 M | 16 | 6.15% | Aumentadas |
|
| 309 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 609 M | +USD 20.3 M | 3 | 32.64% | Aumentadas |
|
| 310 |
Westpac Banking Corp
Sydney,
Australia
| USD 607 M | -USD 39.4 M | 15 | 10.47% | Reducidas |
|
| 311 |
Jupiter Investment Management
London,
United Kingdom
| USD 601 M | -USD 206 M | 10 | 11.71% | Reducidas |
|
| 312 |
Green Court Capital Management
Hong Kong
| USD 597 M | -USD 36.9 M | 1 | 69.1% | Reducidas |
|
| 313 |
PGGM Investments
Zeist,
Netherlands
| USD 595 M | +USD 132 M | 5 | 4.29% | Aumentadas |
|
| 314 |
Point72 Asset Management
Stamford,
Connecticut
| USD 590 M | -USD 111 M | 9 | 4.8% | Reducidas |
|
| 315 |
Guggenheim Capital
Chicago,
Illinois
| USD 589 M | -USD 171 M | 16 | 5.93% | Reducidas |
|
| 316 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 575 M | -USD 8.28 M | 19 | 11.8% | Reducidas |
|
| 317 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 574 M | +USD 35.4 M | 9 | 24.1% | Aumentadas |
|
| 318 |
Creative Planning
Overland Park,
Kansas
| USD 572 M | +USD 1.02 M | 17 | 2.03% | Aumentadas |
|
| 319 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 567 M | -USD 356 k | 16 | 12.26% | Reducidas |
|
| 320 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 567 M | -USD 5.8 M | 4 | 10.17% | Reducidas |
|
| 321 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 566 M | +USD 33.2 M | 8 | 6.86% | Aumentadas |
|
| 322 |
Everett Harris & Co
Los Angeles,
California
| USD 564 M | -USD 4.99 M | 7 | 14.54% | Reducidas |
|
| 323 |
ING Group
Amsterdam,
Netherlands
| USD 564 M | +USD 279 M | 7 | 24.11% | Aumentadas |
|
| 324 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 557 M | -USD 24.6 M | 19 | 9.57% | Reducidas |
|
| 325 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 556 M | +USD 72.3 M | 7 | 16% | Aumentadas |
|