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 | |
|---|---|---|---|---|---|---|---|
| 351 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 367 M | -USD 50.6 M | 6 | 11.74% | Reducidas |
|
| 352 |
PointState Capital
New York
| USD 367 M | -USD 450 M | 4 | 14.58% | Reducidas |
|
| 353 |
United Capital Financial Advisors
Irving,
Texas
| USD 366 M | +USD 10.5 M | 12 | 2.91% | Aumentadas |
|
| 354 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 365 M | -USD 36 M | 1 | 5.21% | Reducidas |
|
| 355 |
Marshall Wace
London,
United Kingdom
| USD 364 M | +USD 61.2 M | 13 | 3.72% | Aumentadas |
|
| 356 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 363 M | -USD 27 M | 10 | 2.47% | Reducidas |
|
| 357 |
Shell Asset Management
The Hague,
Netherlands
| USD 362 M | -USD 46.3 M | 16 | 9.03% | Reducidas |
|
| 358 |
Railway Pension Investments
London,
United Kingdom
| USD 361 M | +USD 392 M | 12 | 7.2% | Nuevas |
|
| 359 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 361 M | -USD 128 M | 4 | 8.61% | Reducidas |
|
| 360 |
Skye Global Management
West Palm Beach,
Florida
| USD 358 M | +USD 76.6 M | 4 | 72.43% | Aumentadas |
|
| 361 |
Melvin Capital Management
New York
| USD 357 M | -USD 589 M | 2 | 4.85% | Reducidas |
|
| 362 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 356 M | +USD 3.39 M | 16 | 6.87% | Aumentadas |
|
| 363 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 356 M | -USD 833 M | 4 | 5.25% | Reducidas |
|
| 364 |
BB&T Securities
Richmond,
Virginia
| USD 353 M | +USD 21.1 M | 12 | 3.91% | Aumentadas |
|
| 365 |
Parallax Volatility Advisers
San Francisco,
California
| USD 352 M | +USD 204 M | 19 | 0.47% | Aumentadas |
|
| 366 |
SA
SPO Advisory
San Anselmo,
California
| USD 348 M | -USD 102 M | 2 | 16.47% | Reducidas |
|
| 367 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 345 M | -USD 65.5 M | 11 | 5.77% | Reducidas |
|
| 368 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 345 M | +USD 19.4 M | 5 | 11.59% | Aumentadas |
|
| 369 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 345 M | +USD 9.09 M | 6 | 8.67% | Aumentadas |
|
| 370 |
GHCM
Glen Harbor Capital Management
San Diego,
California
| USD 344 M | +USD 8.22 M | 14 | 8.31% | Aumentadas |
|
| 371 |
Nissay Asset Management
Tokyo,
Japan
| USD 344 M | +USD 20.1 M | 12 | 10.47% | Aumentadas |
|
| 372 |
HP
Hound Partners
New York
| USD 343 M | +USD 115 M | 3 | 11.03% | Aumentadas |
|
| 373 |
Martingale Asset Management
Boston,
Massachusetts
| USD 343 M | -USD 29 M | 9 | 4.53% | Reducidas |
|
| 374 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 342 M | -USD 97.8 M | 1 | 7.45% | Reducidas |
|
| 375 |
Homestead Advisers
Arlington,
Virginia
| USD 341 M | -USD 10.7 M | 2 | 6.61% | Reducidas |
|