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 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1401 M | -USD 86.3 M | 2 | 20.99% | Reducidas |
|
| 302 |
Two Sigma Investments
New York
| USD 1397 M | +USD 363 M | 30 | 2.99% | Aumentadas |
|
| 303 |
AssetMark Inc
Concord,
California
| USD 1395 M | +USD 39.8 M | 23 | 3.83% | Aumentadas |
|
| 304 |
VanEck Associates
New York
| USD 1379 M | +USD 127 M | 15 | 1.78% | Aumentadas |
|
| 305 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1356 M | -USD 57.7 M | 5 | 7.82% | Reducidas |
|
| 306 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1351 M | +USD 14 M | 15 | 13.61% | Aumentadas |
|
| 307 |
Quantinno Capital Management
New York
| USD 1348 M | +USD 480 M | 19 | 8.78% | Aumentadas |
|
| 308 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 1348 M | +USD 259 M | 11 | 18.58% | Aumentadas |
|
| 309 |
USS Investment Management
London,
United Kingdom
| USD 1347 M | -USD 164 M | 13 | 9.84% | Reducidas |
|
| 310 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 1337 M | +USD 81 M | 28 | 6.62% | Aumentadas |
|
| 311 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1331 M | -USD 9.26 M | 25 | 4.49% | Reducidas |
|
| 312 |
Waverton Investment Management
London,
United Kingdom
| USD 1327 M | +USD 76.6 M | 6 | 20.54% | Aumentadas |
|
| 313 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 1320 M | +USD 438 M | 6 | 14.99% | Aumentadas |
|
| 314 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1311 M | -USD 13.6 M | 6 | 13.69% | Reducidas |
|
| 315 |
Mercer Global Advisors
Denver,
Colorado
| USD 1300 M | +USD 35.9 M | 21 | 2.98% | Aumentadas |
|
| 316 |
Epoch Investment Partners
New York
| USD 1289 M | -USD 82.2 M | 7 | 6.68% | Reducidas |
|
| 317 |
Cantillon Capital Management
New York
| USD 1286 M | -USD 45.5 M | 3 | 8.33% | Reducidas |
|
| 318 |
MML Investors Services
Springfield,
Massachusetts
| USD 1283 M | +USD 72.2 M | 18 | 4.27% | Aumentadas |
|
| 319 |
IFM Investors
Melbourne,
Australia
| USD 1274 M | +USD 1.39 M | 15 | 13.81% | Aumentadas |
|
| 320 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 1274 M | -USD 8.32 M | 15 | 14.34% | Reducidas |
|
| 321 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1266 M | +USD 15.1 M | 10 | 14.53% | Aumentadas |
|
| 322 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1223 M | +USD 1.72 M | 18 | 11.04% | Aumentadas |
|
| 323 |
QRG Capital Management
Chicago,
Illinois
| USD 1219 M | +USD 58.4 M | 16 | 12.65% | Aumentadas |
|
| 324 |
IEQ Capital
Foster City,
California
| USD 1200 M | +USD 126 M | 21 | 9.55% | Aumentadas |
|
| 325 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1197 M | -USD 90.8 M | 8 | 17.45% | Reducidas |
|