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 |
Baupost Group
Boston,
Massachusetts
| USD 624 M | -USD 90.4 M | 2 | 11.11% | Reducidas |
|
| 402 |
Whittier Trust
South Pasadena,
California
| USD 623 M | -USD 9.9 M | 25 | 10.84% | Reducidas |
|
| 403 |
Iconiq Capital
San Francisco,
California
| USD 622 M | -USD 512 M | 7 | 10.44% | Reducidas |
|
| 404 |
Voyager Global Management
New York
| USD 622 M | -USD 172 M | 3 | 30.17% | Reducidas |
|
| 405 |
Douglass Winthrop Advisors
New York
| USD 619 M | -USD 7.26 M | 6 | 14.8% | Reducidas |
|
| 406 |
Antipodes Partners
Royal Exchange,
Australia
| USD 619 M | +USD 148 M | 5 | 21.38% | Aumentadas |
|
| 407 |
Cryder Capital Partners
London,
United Kingdom
| USD 618 M | -USD 4.53 M | 3 | 30.11% | Reducidas |
|
| 408 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 612 M | +USD 1.2 M | 6 | 11.02% | Aumentadas |
|
| 409 |
Troy Asset Management
London,
United Kingdom
| USD 609 M | -USD 81.4 M | 2 | 17.84% | Reducidas |
|
| 410 |
Nomura Holdings
Tokyo,
Japan
| USD 608 M | -USD 184 M | 16 | 1.65% | Reducidas |
|
| 411 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 604 M | -USD 76.3 M | 5 | 9.39% | Reducidas |
|
| 412 |
Achmea Investment Management
Zeist,
Netherlands
| USD 603 M | +USD 131 M | 13 | 12.73% | Aumentadas |
|
| 413 |
Cercano Management
Bellevue,
Washington
| USD 603 M | -USD 17.3 M | 5 | 20.94% | Reducidas |
|
| 414 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 600 M | -USD 25 M | 4 | 26.07% | Reducidas |
|
| 415 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 600 M | -USD 203 M | 3 | 20.73% | Reducidas |
|
| 416 |
UMB Bank
Kansas City,
Missouri
| USD 599 M | +USD 36.6 M | 23 | 9.09% | Aumentadas |
|
| 417 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 599 M | -USD 9.7 M | 4 | 15.05% | Reducidas |
|
| 418 |
Metropolis Capital
Amersham,
United Kingdom
| USD 599 M | -USD 214 M | 3 | 22.98% | Reducidas |
|
| 419 |
Sculptor Capital
New York
| USD 597 M | +USD 71.1 M | 3 | 11.84% | Aumentadas |
|
| 420 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 597 M | -USD 31.9 M | 4 | 14.13% | Reducidas |
|
| 421 |
ABN AMRO Investment Solutions
Paris Cedex 008,
| USD 595 M | -USD 20.1 M | 11 | 11.92% | Reducidas |
|
| 422 |
Welch & Forbes
Boston,
Massachusetts
| USD 592 M | -USD 664 k | 8 | 9.34% | Reducidas |
|
| 423 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 591 M | +USD 31.1 M | 12 | 13.08% | Aumentadas |
|
| 424 |
CAM
Contour Asset Management
New York
| USD 589 M | +USD 109 M | 5 | 26.54% | Aumentadas |
|
| 425 |
HM Payson & Co
Portland,
Maine
| USD 589 M | -USD 4.94 M | 17 | 13.23% | Reducidas |
|