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 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 521 M | +USD 41.9 M | 17 | 14.29% | Aumentadas |
|
| 427 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 520 M | +USD 61.7 M | 23 | 9.81% | Aumentadas |
|
| 428 |
London Company of Virginia
Richmond,
Virginia
| USD 520 M | -USD 21.3 M | 3 | 2.98% | Reducidas |
|
| 429 |
CCLA Investment Management
London,
United Kingdom
| USD 518 M | +USD 55.4 M | 3 | 10.37% | Aumentadas |
|
| 430 |
Hosking Partners
London,
United Kingdom
| USD 517 M | -USD 5 M | 8 | 12.19% | Reducidas |
|
| 431 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 517 M | +USD 11.7 M | 6 | 6.01% | Aumentadas |
|
| 432 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 517 M | -USD 32.5 M | 5 | 17.06% | Reducidas |
|
| 433 |
Intermede Investment Partners
London,
United Kingdom
| USD 517 M | +USD 41.4 M | 3 | 13.21% | Aumentadas |
|
| 434 |
Gabelli Funds
Rye,
New York
| USD 514 M | +USD 3.44 M | 12 | 3.44% | Aumentadas |
|
| 435 |
Martingale Asset Management
Boston,
Massachusetts
| USD 513 M | -USD 109 M | 11 | 5.9% | Reducidas |
|
| 436 |
Consulta
London,
United Kingdom
| USD 511 M | +USD 72.9 M | 2 | 26.3% | Aumentadas |
|
| 437 |
Glenview Capital Management
New York
| USD 509 M | +USD 119 M | 3 | 8.63% | Aumentadas |
|
| 438 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 508 M | +USD 4.38 M | 6 | 8.45% | Aumentadas |
|
| 439 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 507 M | -USD 184 M | 4 | 16.38% | Reducidas |
|
| 440 |
IFM Investors
Melbourne,
Australia
| USD 507 M | +USD 57.3 M | 14 | 13.57% | Aumentadas |
|
| 441 |
Standard Investments
New York
| USD 506 M | +USD 492 M | 2 | 13.98% | Aumentadas |
|
| 442 |
First Foundation Advisors
Irvine,
California
| USD 503 M | -USD 4.55 M | 9 | 21.57% | Reducidas |
|
| 443 |
Whittier Trust
South Pasadena,
California
| USD 501 M | +USD 17.2 M | 20 | 9.74% | Aumentadas |
|
| 444 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 496 M | -USD 227 M | 2 | 14.33% | Reducidas |
|
| 445 |
Ossiam
Paris,
France
| USD 491 M | -USD 98.3 M | 10 | 15.28% | Reducidas |
|
| 446 |
MML Investors Services
Springfield,
Massachusetts
| USD 490 M | +USD 30.6 M | 19 | 4.69% | Aumentadas |
|
| 447 |
Soma Equity Partners
San Francisco,
California
| USD 490 M | +USD 136 M | 2 | 10.77% | Aumentadas |
|
| 448 |
BlueSpruce Investments
Chicago,
Illinois
| USD 488 M | +USD 480 M | 1 | 9.69% | Nuevas |
|
| 449 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 484 M | +USD 118 M | 8 | 5.4% | Aumentadas |
|
| 450 |
Daiwa Securities Group
Tokyo,
Japan
| USD 483 M | -USD 54.5 M | 18 | 3.6% | Reducidas |
|