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 |
Martin Currie
Edinburgh,
United Kingdom
| USD 525 M | +USD 184 M | 3 | 29.23% | Aumentadas |
|
| 352 |
Dragoneer Investment Group
San Francisco,
California
| USD 522 M | -USD 80.5 M | 2 | 21.67% | Reducidas |
|
| 353 |
Railway Pension Investments
London,
United Kingdom
| USD 519 M | +USD 6.41 M | 11 | 5.81% | Aumentadas |
|
| 354 |
Mondrian Investment Partners
London,
United Kingdom
| USD 516 M | +USD 101 M | 2 | 13.57% | Aumentadas |
|
| 355 |
Atalanta Sosnoff Capital
New York
| USD 512 M | -USD 9.41 M | 5 | 15.24% | Reducidas |
|
| 356 |
Hosking Partners
London,
United Kingdom
| USD 512 M | -USD 4.05 M | 8 | 12.43% | Reducidas |
|
| 357 |
Employees Retirement System of Texas
Austin,
Texas
| USD 511 M | -USD 65.7 M | 10 | 7.96% | Reducidas |
|
| 358 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 510 M | +USD 13.1 M | 12 | 5.67% | Aumentadas |
|
| 359 |
PGGM Investments
Zeist,
Netherlands
| USD 510 M | +USD 86.2 M | 4 | 2.88% | Aumentadas |
|
| 360 |
Nissay Asset Management
Tokyo,
Japan
| USD 506 M | -USD 1.8 M | 14 | 11.25% | Reducidas |
|
| 361 |
Regions Financial Corp
Birmingham,
Alabama
| USD 505 M | -USD 8.77 M | 12 | 5.3% | Reducidas |
|
| 362 |
Rathbones Group
Liverpool,
United Kingdom
| USD 500 M | +USD 17.6 M | 8 | 13.16% | Aumentadas |
|
| 363 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 495 M | USD 0 | 1 | 10.34% | Mantenido |
|
| 364 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 490 M | +USD 24.4 M | 3 | 13.35% | Aumentadas |
|
| 365 |
Martingale Asset Management
Boston,
Massachusetts
| USD 476 M | -USD 52.8 M | 8 | 4.87% | Reducidas |
|
| 366 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 469 M | -USD 32.9 M | 5 | 11.21% | Reducidas |
|
| 367 |
Skye Global Management
West Palm Beach,
Florida
| USD 469 M | -USD 241 M | 3 | 44.84% | Reducidas |
|
| 368 |
Homestead Advisers
Arlington,
Virginia
| USD 466 M | -USD 4.17 M | 3 | 9.7% | Reducidas |
|
| 369 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 465 M | +USD 118 M | 4 | 69.39% | Aumentadas |
|
| 370 |
Advisors Asset Management
Monument,
Colorado
| USD 465 M | +USD 7.6 M | 15 | 8.15% | Aumentadas |
|
| 371 |
TT International
London,
United Kingdom
| USD 463 M | +USD 9.01 M | 3 | 39.66% | Aumentadas |
|
| 372 |
Shell Asset Management
The Hague,
Netherlands
| USD 462 M | -USD 2.22 M | 17 | 9.96% | Reducidas |
|
| 373 |
Alleghany Corporation
New York
| USD 455 M | USD 0 | 3 | 21.09% | Mantenido |
|
| 374 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 454 M | -USD 8.35 M | 5 | 18.32% | Reducidas |
|
| 375 |
Markel Group
Glen Allen,
Virginia
| USD 454 M | +USD 5.87 M | 4 | 6.3% | Aumentadas |
|