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 |
Swiss Life Asset Management
Zurich,
| USD 679 M | -USD 4.06 M | 9 | 10.09% | Reducidas |
|
| 352 |
Första AP-fonden
Stockholm,
Sweden
| USD 677 M | +USD 150 M | 12 | 13.97% | Aumentadas |
|
| 353 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 667 M | -USD 199 M | 2 | 14.6% | Reducidas |
|
| 354 |
Barings
Charlotte,
North Carolina
| USD 662 M | -USD 1.91 M | 14 | 15.21% | Reducidas |
|
| 355 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 652 M | +USD 184 M | 5 | 11.01% | Aumentadas |
|
| 356 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 652 M | -USD 93.9 M | 13 | 7.05% | Reducidas |
|
| 357 |
BP
London,
United Kingdom
| USD 642 M | +USD 145 M | 12 | 15.57% | Aumentadas |
|
| 358 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 642 M | +USD 21.6 M | 4 | 6.24% | Aumentadas |
|
| 359 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 639 M | -USD 145 M | 4 | 10.05% | Reducidas |
|
| 360 |
United Capital Financial Advisors
Irving,
Texas
| USD 636 M | -USD 13.4 M | 15 | 4.15% | Reducidas |
|
| 361 |
Clal Insurance
Tel-Aviv,
Israel
| USD 636 M | +USD 151 M | 5 | 10.73% | Aumentadas |
|
| 362 |
John W. Bristol & Co
New York
| USD 636 M | -USD 15 M | 5 | 14.41% | Reducidas |
|
| 363 |
Markel Group
Glen Allen,
Virginia
| USD 631 M | USD 0 | 4 | 10.7% | Mantenido |
|
| 364 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 630 M | -USD 120 M | 2 | 4.96% | Reducidas |
|
| 365 |
Atalanta Sosnoff Capital
New York
| USD 625 M | -USD 6.61 M | 6 | 17.7% | Reducidas |
|
| 366 |
Davenport & Co
Richmond,
Virginia
| USD 623 M | -USD 200 k | 10 | 6.96% | Reducidas |
|
| 367 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 610 M | -USD 2.62 M | 4 | 12.8% | Reducidas |
|
| 368 |
Huntington National Bank
Columbus,
Ohio
| USD 606 M | -USD 5.21 M | 18 | 8.85% | Reducidas |
|
| 369 |
VanEck Associates
New York
| USD 604 M | -USD 39.6 M | 9 | 1.92% | Reducidas |
|
| 370 |
Holocene Advisors
New York
| USD 597 M | +USD 34.7 M | 11 | 4.54% | Aumentadas |
|
| 371 |
Pzena Investment Management
New York
| USD 583 M | +USD 35.5 M | 2 | 3.64% | Aumentadas |
|
| 372 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 582 M | +USD 10.1 M | 8 | 13.68% | Aumentadas |
|
| 373 |
Mariner
Overland Park,
Kansas
| USD 577 M | +USD 9.09 M | 11 | 5.44% | Aumentadas |
|
| 374 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 574 M | -USD 7.68 M | 12 | 11.16% | Reducidas |
|
| 375 |
Martingale Asset Management
Boston,
Massachusetts
| USD 571 M | +USD 8.74 M | 10 | 6.84% | Aumentadas |
|