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 | |
|---|---|---|---|---|---|---|---|
| 426 |
River Road Asset Management
Louisville,
Kentucky
| USD 202 M | -USD 31.8 M | 1 | 3.51% | Reducidas |
|
| 427 |
HCM
Highline Capital Management
New York
| USD 202 M | +USD 7.82 M | 1 | 9.57% | Aumentadas |
|
| 428 |
OP
Oldfield Partners
London,
United Kingdom
| USD 202 M | -USD 38.1 M | 3 | 17.15% | Reducidas |
|
| 429 |
Valiant Capital Management
San Francisco,
California
| USD 201 M | -USD 33.9 M | 2 | 10.68% | Reducidas |
|
| 430 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 201 M | -USD 22.4 M | 12 | 1.66% | Reducidas |
|
| 431 |
DILH
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 201 M | +USD 6.6 M | 11 | 6.28% | Aumentadas |
|
| 432 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 200 M | +USD 14.6 M | 7 | 7.16% | Aumentadas |
|
| 433 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 199 M | +USD 191 M | 9 | 3.84% | Nuevas |
|
| 434 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 199 M | -USD 100 M | 2 | 1.46% | Reducidas |
|
| 435 |
Daiwa Securities Group
Tokyo,
Japan
| USD 195 M | +USD 55.3 M | 12 | 1.29% | Aumentadas |
|
| 436 |
Nomura Holdings
Tokyo,
Japan
| USD 195 M | +USD 105 M | 13 | 0.54% | Aumentadas |
|
| 437 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 194 M | -USD 5.7 M | 4 | 6.18% | Reducidas |
|
| 438 |
United States Steel & Carnegie Pension Fund
New York
| USD 191 M | +USD 56.2 M | 2 | 4.53% | Aumentadas |
|
| 439 |
Troy Asset Management
London,
United Kingdom
| USD 191 M | -USD 21 M | 2 | 11.36% | Reducidas |
|
| 440 |
Renaissance Technologies
New York
| USD 191 M | -USD 372 M | 10 | 0.42% | Reducidas |
|
| 441 |
Shell Asset Management
The Hague,
Netherlands
| USD 190 M | -USD 47.4 M | 11 | 4.5% | Reducidas |
|
| 442 |
CC
Carlson Capital
Dallas,
Texas
| USD 189 M | +USD 14.4 M | 5 | 2.11% | Aumentadas |
|
| 443 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 188 M | +USD 60.1 M | 10 | 5.9% | Aumentadas |
|
| 444 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 188 M | -USD 84.4 k | 1 | 15.22% | Reducidas |
|
| 445 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 187 M | +USD 23.1 M | 9 | 4.52% | Aumentadas |
|
| 446 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 183 M | +USD 9.04 M | 5 | 4.85% | Aumentadas |
|
| 447 |
TI
TRG Investments
Richmond,
Virginia
| USD 182 M | +USD 176 M | 1 | 26.11% | Nuevas |
|
| 448 |
Blackstone Inc
New York
| USD 182 M | +USD 9.8 M | 2 | 0.67% | Aumentadas |
|
| 449 |
Congress Asset Management
Boston,
Massachusetts
| USD 182 M | +USD 6.65 M | 6 | 4.51% | Aumentadas |
|
| 450 |
Jane Street
New York
| USD 182 M | +USD 86.9 M | 12 | 1.13% | Aumentadas |
|