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 |
Deccan Value Investors
Greenwich,
Connecticut
| USD 467 M | +USD 147 M | 2 | 24.28% | Aumentadas |
|
| 402 |
Holocene Advisors
New York
| USD 465 M | -USD 417 M | 8 | 4.08% | Reducidas |
|
| 403 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 462 M | -USD 14.2 M | 4 | 51.8% | Reducidas |
|
| 404 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 460 M | +USD 74.5 M | 24 | 7.58% | Aumentadas |
|
| 405 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 456 M | -USD 20.3 M | 6 | 18.86% | Reducidas |
|
| 406 |
Barings
Charlotte,
North Carolina
| USD 453 M | USD 0 | 13 | 15.12% | Mantenido |
|
| 407 |
TIAA FSB
Jacksonville,
Florida
| USD 450 M | -USD 968 k | 8 | 2.14% | Reducidas |
|
| 408 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 450 M | +USD 32 M | 4 | 22.31% | Aumentadas |
|
| 409 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 450 M | +USD 1.18 M | 12 | 9.87% | Aumentadas |
|
| 410 |
Norinchukin Bank
Tokyo,
Japan
| USD 450 M | -USD 8.9 M | 10 | 7.68% | Reducidas |
|
| 411 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 450 M | -USD 18.6 M | 12 | 10.28% | Reducidas |
|
| 412 |
BP
London,
United Kingdom
| USD 447 M | -USD 5.99 M | 13 | 16.31% | Reducidas |
|
| 413 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 446 M | +USD 50.1 M | 4 | 71.47% | Aumentadas |
|
| 414 |
Driehaus Capital Management
Chicago,
Illinois
| USD 442 M | +USD 59.5 M | 11 | 10.74% | Aumentadas |
|
| 415 |
London Company of Virginia
Richmond,
Virginia
| USD 438 M | +USD 2.82 M | 3 | 3.4% | Aumentadas |
|
| 416 |
Clal Insurance
Tel-Aviv,
Israel
| USD 431 M | -USD 27.6 M | 5 | 8.54% | Reducidas |
|
| 417 |
First Foundation Advisors
Irvine,
California
| USD 430 M | -USD 3.25 M | 8 | 22.16% | Reducidas |
|
| 418 |
Banco Santander
Madrid,
Spain
| USD 428 M | -USD 391 M | 7 | 5.55% | Reducidas |
|
| 419 |
Scharf Investments
Los Gatos,
California
| USD 425 M | -USD 14.3 M | 4 | 19.01% | Reducidas |
|
| 420 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 425 M | +USD 162 M | 4 | 8.98% | Aumentadas |
|
| 421 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 420 M | +USD 290 M | 7 | 12.64% | Aumentadas |
|
| 422 |
H&H International Investment
Palo Alto,
California
| USD 418 M | -USD 68.8 M | 2 | 8.07% | Reducidas |
|
| 423 |
Hitchwood Capital Management
New York
| USD 418 M | -USD 63.1 M | 5 | 19.54% | Reducidas |
|
| 424 |
CCLA Investment Management
London,
United Kingdom
| USD 418 M | +USD 378 M | 3 | 13.05% | Nuevas |
|
| 425 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 417 M | -USD 11.6 M | 22 | 6.26% | Reducidas |
|