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 |
First Pacific Advisors
El Segundo,
California
| USD 964 M | -USD 259 M | 7 | 12.42% | Reducidas |
|
| 302 |
DFO
Duquesne Family Office
New York
| USD 963 M | -USD 179 M | 5 | 25.95% | Reducidas |
|
| 303 |
Verition Fund Management
Greenwich,
Connecticut
| USD 957 M | +USD 180 M | 10 | 8.39% | Aumentadas |
|
| 304 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 955 M | -USD 15 M | 13 | 10.02% | Reducidas |
|
| 305 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 955 M | -USD 5.95 M | 19 | 4.49% | Reducidas |
|
| 306 |
Creative Planning
Overland Park,
Kansas
| USD 951 M | +USD 56.2 M | 21 | 2.09% | Aumentadas |
|
| 307 |
SCM
Steadfast Capital Management
New York
| USD 944 M | -USD 422 M | 3 | 9.52% | Reducidas |
|
| 308 |
Yacktman Asset Management
Austin,
Texas
| USD 942 M | -USD 14.7 M | 3 | 11.64% | Reducidas |
|
| 309 |
Första AP-fonden
Stockholm,
Sweden
| USD 930 M | +USD 189 M | 13 | 14.03% | Aumentadas |
|
| 310 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 898 M | +USD 4.36 M | 18 | 12.75% | Aumentadas |
|
| 311 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 895 M | +USD 24.4 M | 7 | 13.1% | Aumentadas |
|
| 312 |
Capital Bank & Trust
Irvine,
California
| USD 894 M | -USD 24.6 M | 7 | 10.85% | Reducidas |
|
| 313 |
PointState Capital
New York
| USD 888 M | +USD 4.93 M | 4 | 16.69% | Aumentadas |
|
| 314 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 882 M | -USD 10.7 M | 9 | 5.21% | Reducidas |
|
| 315 |
PineBridge Investments
New York
| USD 871 M | +USD 32.2 M | 13 | 13.39% | Aumentadas |
|
| 316 |
M&G Investment Management
London,
United Kingdom
| USD 870 M | +USD 35.4 M | 10 | 5.41% | Aumentadas |
|
| 317 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 862 M | +USD 118 M | 4 | 15.05% | Aumentadas |
|
| 318 |
Marshall Wace
London,
United Kingdom
| USD 861 M | -USD 346 M | 11 | 4.67% | Reducidas |
|
| 319 |
Tybourne Capital Management
Hong Kong
| USD 858 M | +USD 182 M | 5 | 17.85% | Aumentadas |
|
| 320 |
Westpac Banking Corp
Sydney,
Australia
| USD 848 M | +USD 32.4 M | 15 | 9.62% | Aumentadas |
|
| 321 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 835 M | -USD 4.86 M | 11 | 21.49% | Reducidas |
|
| 322 |
Everett Harris & Co
Los Angeles,
California
| USD 828 M | -USD 10.3 M | 7 | 14.64% | Reducidas |
|
| 323 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 826 M | +USD 39.6 M | 15 | 7.59% | Aumentadas |
|
| 324 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 816 M | -USD 24.2 M | 13 | 9.25% | Reducidas |
|
| 325 |
Abdiel Capital Advisors
New York
| USD 813 M | -USD 17.3 M | 1 | 22.95% | Reducidas |
|