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 |
Cantillon Capital Management
New York
| USD 879 M | -USD 9.37 M | 3 | 7.35% | Reducidas |
|
| 302 |
Nikko Asset Management Americas
New York
| USD 873 M | +USD 389 M | 8 | 7.73% | Aumentadas |
|
| 303 |
Railway Pension Investments
London,
United Kingdom
| USD 868 M | -USD 6.59 M | 11 | 8.97% | Reducidas |
|
| 304 |
PGGM Investments
Zeist,
Netherlands
| USD 867 M | +USD 59.3 M | 7 | 4.53% | Aumentadas |
|
| 305 |
PointState Capital
New York
| USD 862 M | +USD 155 M | 4 | 22.61% | Aumentadas |
|
| 306 |
Yacktman Asset Management
Austin,
Texas
| USD 858 M | -USD 27.3 M | 3 | 12.72% | Reducidas |
|
| 307 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 846 M | +USD 1.26 M | 6 | 10.57% | Aumentadas |
|
| 308 |
M&G Investment Management
London,
United Kingdom
| USD 841 M | -USD 53.4 M | 13 | 8.37% | Reducidas |
|
| 309 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 841 M | +USD 96 M | 11 | 5.59% | Aumentadas |
|
| 310 |
Creative Planning
Overland Park,
Kansas
| USD 840 M | +USD 28.4 M | 19 | 2.19% | Aumentadas |
|
| 311 |
TT International
London,
United Kingdom
| USD 829 M | +USD 773 M | 5 | 42.83% | Nuevas |
|
| 312 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 827 M | +USD 2.26 M | 7 | 16.72% | Aumentadas |
|
| 313 |
Capital Bank & Trust
Irvine,
California
| USD 825 M | -USD 9.7 M | 7 | 11.1% | Reducidas |
|
| 314 |
MC
Maplelane Capital
New York
| USD 824 M | +USD 298 M | 6 | 15.11% | Aumentadas |
|
| 315 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 813 M | +USD 25.4 M | 18 | 13.5% | Aumentadas |
|
| 316 |
Causeway Capital Management
Los Angeles,
California
| USD 808 M | +USD 17.4 M | 4 | 15.04% | Aumentadas |
|
| 317 |
Manning & Napier Group
Fairport,
New York
| USD 808 M | -USD 68.9 M | 8 | 8.2% | Reducidas |
|
| 318 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 803 M | -USD 64.4 M | 8 | 10.62% | Reducidas |
|
| 319 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 795 M | +USD 23.3 M | 9 | 23.73% | Aumentadas |
|
| 320 |
PCM
Palestra Capital Management
New York
| USD 789 M | +USD 232 M | 4 | 18.36% | Aumentadas |
|
| 321 |
ARK Investment Management
St. Petersburg,
Florida
| USD 785 M | +USD 479 M | 8 | 4.65% | Aumentadas |
|
| 322 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 775 M | -USD 14 M | 13 | 9.56% | Reducidas |
|
| 323 |
PineBridge Investments
New York
| USD 770 M | +USD 11.6 M | 13 | 13.3% | Aumentadas |
|
| 324 |
Texas Permanent School Fund
Austin,
Texas
| USD 768 M | +USD 54.1 M | 12 | 10.36% | Aumentadas |
|
| 325 |
Westpac Banking Corp
Sydney,
Australia
| USD 767 M | -USD 19.9 M | 16 | 10.39% | Reducidas |
|