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 |
BlueSpruce Investments
Chicago,
Illinois
| USD 764 M | -USD 171 M | 1 | 14.68% | Reducidas |
|
| 302 |
Nissay Asset Management
Tokyo,
Japan
| USD 760 M | +USD 38.6 M | 14 | 7.26% | Aumentadas |
|
| 303 |
Manning & Napier Group
Fairport,
New York
| USD 757 M | +USD 100 M | 5 | 9.32% | Aumentadas |
|
| 304 |
Echo Street Capital Management
New York
| USD 752 M | -USD 63 M | 10 | 7.29% | Reducidas |
|
| 305 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 748 M | -USD 1.67 M | 17 | 10.92% | Reducidas |
|
| 306 |
Everett Harris & Co
Los Angeles,
California
| USD 731 M | -USD 6.48 M | 6 | 12.56% | Reducidas |
|
| 307 |
VanEck Associates
New York
| USD 725 M | +USD 80 M | 14 | 1.87% | Aumentadas |
|
| 308 |
Stockbridge Partners
Boston,
Massachusetts
| USD 720 M | +USD 26.2 M | 2 | 19.32% | Aumentadas |
|
| 309 |
Guggenheim Capital
Chicago,
Illinois
| USD 708 M | +USD 43.6 M | 18 | 6.22% | Aumentadas |
|
| 310 |
Champlain Investment Partners
Burlington,
Vermont
| USD 707 M | -USD 15.3 M | 3 | 4.54% | Reducidas |
|
| 311 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 706 M | +USD 22.1 M | 4 | 7.8% | Aumentadas |
|
| 312 |
Voyager Global Management
New York
| USD 705 M | +USD 174 M | 3 | 43.67% | Aumentadas |
|
| 313 |
IFM Investors
Melbourne,
Australia
| USD 704 M | +USD 25.5 M | 14 | 11.83% | Aumentadas |
|
| 314 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 702 M | -USD 18.2 M | 25 | 3.64% | Reducidas |
|
| 315 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 702 M | -USD 7.25 M | 19 | 11.13% | Reducidas |
|
| 316 |
Troy Asset Management
London,
United Kingdom
| USD 700 M | +USD 2.01 M | 2 | 19.6% | Aumentadas |
|
| 317 |
Comgest Global Investors
Paris,
France
| USD 696 M | -USD 72.5 M | 4 | 15.37% | Reducidas |
|
| 318 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 695 M | +USD 108 M | 11 | 11.86% | Aumentadas |
|
| 319 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 693 M | -USD 8.63 M | 3 | 18.32% | Reducidas |
|
| 320 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 680 M | +USD 103 M | 14 | 5.75% | Aumentadas |
|
| 321 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 677 M | -USD 51.2 M | 15 | 7.41% | Reducidas |
|
| 322 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 676 M | -USD 111 M | 17 | 3.31% | Reducidas |
|
| 323 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 675 M | +USD 4.11 M | 15 | 8.39% | Aumentadas |
|
| 324 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 674 M | +USD 254 M | 5 | 5.35% | Aumentadas |
|
| 325 |
Comerica Bank
Dallas,
Texas
| USD 669 M | +USD 634 k | 22 | 5.2% | Aumentadas |
|