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 | |
|---|---|---|---|---|---|---|---|
| 326 |
Causeway Capital Management
Los Angeles,
California
| USD 227 M | +USD 36.8 M | 2 | 10.21% | Aumentadas |
|
| 327 |
OI
Oakbrook Investments
Lisle,
Illinois
| USD 225 M | -USD 40.5 M | 7 | 7.11% | Reducidas |
|
| 328 |
Capital International Inc
Los Angeles,
California
| USD 224 M | -USD 11.3 M | 4 | 9.91% | Reducidas |
|
| 329 |
United States Steel & Carnegie Pension Fund
New York
| USD 224 M | -USD 9.7 M | 2 | 5% | Reducidas |
|
| 330 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 222 M | -USD 23.4 M | 5 | 4.23% | Reducidas |
|
| 331 |
Levin Capital Strategies
New York
| USD 222 M | -USD 73.7 M | 5 | 3.72% | Reducidas |
|
| 332 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 221 M | +USD 57.2 M | 1 | 5.03% | Aumentadas |
|
| 333 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 221 M | +USD 20 M | 5 | 2.65% | Aumentadas |
|
| 334 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 221 M | -USD 58.4 M | 1 | 4.09% | Reducidas |
|
| 335 |
Boston Trust Walden
Boston,
Massachusetts
| USD 220 M | -USD 1.31 M | 6 | 3.27% | Reducidas |
|
| 336 |
Weitz Investment Management
Omaha,
Nebraska
| USD 220 M | -USD 9.8 M | 3 | 7.02% | Reducidas |
|
| 337 |
Coatue Management
New York
| USD 220 M | -USD 1083 M | 2 | 3.89% | Reducidas |
|
| 338 |
Parnassus Investments
San Francisco,
California
| USD 219 M | +USD 13.9 M | 2 | 2.11% | Aumentadas |
|
| 339 |
Kames Capital Management
Edinburgh,
United Kingdom
| USD 219 M | -USD 24.1 M | 6 | 6.92% | Reducidas |
|
| 340 |
Natixis Advisors
Boston,
Massachusetts
| USD 218 M | -USD 2.97 M | 10 | 3.36% | Reducidas |
|
| 341 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 217 M | +USD 2.02 M | 9 | 5.67% | Aumentadas |
|
| 342 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 216 M | +USD 1.35 M | 5 | 5.92% | Aumentadas |
|
| 343 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 215 M | -USD 465 k | 9 | 3.31% | Reducidas |
|
| 344 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 214 M | USD 0 | 1 | 11.56% | Mantenido |
|
| 345 |
Andra AP-fonden
Goteborg,
Sweden
| USD 213 M | +USD 8.63 M | 9 | 4.92% | Aumentadas |
|
| 346 |
Shell Asset Management
The Hague,
Netherlands
| USD 212 M | +USD 4.09 M | 8 | 3.52% | Aumentadas |
|
| 347 |
TCM
Tybourne Capital Management
Hong Kong
| USD 209 M | +USD 50.4 M | 2 | 23.83% | Aumentadas |
|
| 348 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 207 M | +USD 1.53 M | 9 | 5.97% | Aumentadas |
|
| 349 |
Osterweis Capital Management
San Francisco,
California
| USD 206 M | -USD 2.33 M | 2 | 6.29% | Reducidas |
|
| 350 |
Asset Management One
Tokyo,
Japan
| USD 204 M | -USD 6.82 M | 10 | 3.21% | Reducidas |
|