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 |
Abdiel Capital Advisors
New York
| USD 809 M | -USD 34.2 M | 1 | 23.89% | Reducidas |
|
| 302 |
Sarasin & Partners
London,
United Kingdom
| USD 808 M | -USD 3.36 M | 5 | 12.92% | Reducidas |
|
| 303 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 804 M | -USD 206 M | 4 | 22.57% | Reducidas |
|
| 304 |
AJO LP
Philadelphia,
Pennsylvania
| USD 795 M | -USD 114 M | 11 | 7.26% | Reducidas |
|
| 305 |
Capital Bank & Trust
Irvine,
California
| USD 788 M | -USD 184 M | 7 | 11.5% | Reducidas |
|
| 306 |
PGGM Investments
Zeist,
Netherlands
| USD 779 M | +USD 49.9 M | 6 | 4.51% | Aumentadas |
|
| 307 |
Manning & Napier Group
Fairport,
New York
| USD 773 M | -USD 291 M | 8 | 8.26% | Reducidas |
|
| 308 |
Tesco Pension Investment
London,
United Kingdom
| USD 763 M | -USD 10.5 M | 4 | 19.73% | Reducidas |
|
| 309 |
Sculptor Capital
New York
| USD 755 M | -USD 311 M | 4 | 6.43% | Reducidas |
|
| 310 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 753 M | -USD 193 M | 7 | 10.13% | Reducidas |
|
| 311 |
Creative Planning
Overland Park,
Kansas
| USD 750 M | +USD 1.51 M | 17 | 2.17% | Aumentadas |
|
| 312 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 748 M | +USD 22.7 M | 7 | 16.79% | Aumentadas |
|
| 313 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 746 M | +USD 28.3 M | 16 | 4.38% | Aumentadas |
|
| 314 |
Pendal Group
Sydney,
Australia
| USD 744 M | -USD 72.8 M | 10 | 10.14% | Reducidas |
|
| 315 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 743 M | -USD 3.24 M | 21 | 13.18% | Reducidas |
|
| 316 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 740 M | +USD 26.1 M | 13 | 9.46% | Aumentadas |
|
| 317 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 736 M | +USD 50.3 k | 17 | 13.52% | Aumentadas |
|
| 318 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 731 M | +USD 36.8 M | 4 | 11.2% | Aumentadas |
|
| 319 |
Everett Harris & Co
Los Angeles,
California
| USD 730 M | +USD 2.11 M | 7 | 16.09% | Aumentadas |
|
| 320 |
Westpac Banking Corp
Sydney,
Australia
| USD 722 M | -USD 44.8 M | 15 | 10.77% | Reducidas |
|
| 321 |
PineBridge Investments
New York
| USD 715 M | +USD 5.67 M | 14 | 13.7% | Aumentadas |
|
| 322 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 710 M | -USD 123 M | 7 | 9.12% | Reducidas |
|
| 323 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 706 M | +USD 19.5 M | 15 | 10.45% | Aumentadas |
|
| 324 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 703 M | -USD 25 M | 11 | 23.57% | Reducidas |
|
| 325 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 694 M | -USD 4.95 M | 9 | 5.22% | Reducidas |
|