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 | |
|---|---|---|---|---|---|---|---|
| 401 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 384 M | -USD 2.51 M | 4 | 50.81% | Reducidas |
|
| 402 |
Quilter Plc
London,
United Kingdom
| USD 384 M | +USD 17.3 M | 8 | 25.38% | Aumentadas |
|
| 403 |
H&H International Investment
Palo Alto,
California
| USD 381 M | -USD 132 M | 2 | 13.1% | Reducidas |
|
| 404 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 380 M | -USD 105 M | 5 | 18.17% | Reducidas |
|
| 405 |
Close Asset Management
London,
United Kingdom
| USD 379 M | +USD 3.72 M | 9 | 33.74% | Aumentadas |
|
| 406 |
Hitchwood Capital Management
New York
| USD 376 M | +USD 40.6 M | 5 | 30.82% | Aumentadas |
|
| 407 |
Congress Asset Management
Boston,
Massachusetts
| USD 374 M | +USD 72.9 M | 7 | 5.69% | Aumentadas |
|
| 408 |
NM
NWI Management
New York
| USD 373 M | +USD 142 M | 4 | 31.6% | Aumentadas |
|
| 409 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 372 M | -USD 17.8 M | 12 | 14.26% | Reducidas |
|
| 410 |
Smith Group Asset Management
Dallas,
Texas
| USD 371 M | +USD 16.5 M | 7 | 20.23% | Aumentadas |
|
| 411 |
Williams Jones Wealth Management
New York
| USD 368 M | -USD 11.2 M | 8 | 9.62% | Reducidas |
|
| 412 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 368 M | -USD 346 M | 11 | 6.54% | Reducidas |
|
| 413 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 367 M | +USD 187 M | 9 | 19.02% | Aumentadas |
|
| 414 |
Clal Insurance
Tel-Aviv,
Israel
| USD 366 M | +USD 227 M | 5 | 9.15% | Aumentadas |
|
| 415 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 363 M | +USD 4.86 M | 11 | 12.59% | Aumentadas |
|
| 416 |
BP
London,
United Kingdom
| USD 359 M | +USD 8.43 M | 11 | 15.38% | Aumentadas |
|
| 417 |
Norinchukin Bank
Tokyo,
Japan
| USD 357 M | -USD 247 M | 10 | 6.97% | Reducidas |
|
| 418 |
Scharf Investments
Los Gatos,
California
| USD 357 M | -USD 40.4 M | 4 | 17.83% | Reducidas |
|
| 419 |
Select Equity Group
New York
| USD 356 M | +USD 202 M | 4 | 2.45% | Aumentadas |
|
| 420 |
TIAA FSB
Jacksonville,
Florida
| USD 356 M | +USD 33.8 M | 8 | 2.05% | Aumentadas |
|
| 421 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 355 M | +USD 1.93 M | 10 | 12.17% | Aumentadas |
|
| 422 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 351 M | +USD 53.4 M | 12 | 8.37% | Aumentadas |
|
| 423 |
Baupost Group
Boston,
Massachusetts
| USD 349 M | +USD 408 M | 1 | 5.16% | Nuevas |
|
| 424 |
Antipodes Partners
Royal Exchange,
Australia
| USD 348 M | -USD 19.7 M | 3 | 18.21% | Reducidas |
|
| 425 |
Oak Associates
Akron,
Ohio
| USD 347 M | -USD 24.8 M | 11 | 28.48% | Reducidas |
|