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 | |
|---|---|---|---|---|---|---|---|
| 501 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 230 M | -USD 5.63 M | 11 | 9.97% | Reducidas |
|
| 502 |
JC
Joho Capital
New York
| USD 229 M | +USD 48.4 M | 2 | 35.06% | Aumentadas |
|
| 503 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 229 M | +USD 14.7 M | 11 | 10.93% | Aumentadas |
|
| 504 |
MML Investors Services
Springfield,
Massachusetts
| USD 229 M | +USD 16 M | 17 | 3.28% | Aumentadas |
|
| 505 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 229 M | -USD 14.8 M | 8 | 7.59% | Reducidas |
|
| 506 |
Brighton Jones LLC
Seattle,
Washington
| USD 227 M | +USD 1.59 M | 9 | 26.49% | Aumentadas |
|
| 507 |
DCP
Darsana Capital Partners
New York
| USD 227 M | +USD 40.4 M | 1 | 7.37% | Aumentadas |
|
| 508 |
Stockbridge Partners
Boston,
Massachusetts
| USD 227 M | -USD 15.8 M | 1 | 8.75% | Reducidas |
|
| 509 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 226 M | -USD 37.1 M | 1 | 12.85% | Reducidas |
|
| 510 |
Mirova
Paris,
France
| USD 226 M | +USD 211 M | 6 | 19.97% | Aumentadas |
|
| 511 |
GMT Capital
Atlanta,
Georgia
| USD 226 M | -USD 1.58 M | 3 | 7.88% | Reducidas |
|
| 512 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 226 M | +USD 109 M | 7 | 10.21% | Aumentadas |
|
| 513 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 226 M | -USD 2.3 M | 7 | 10.35% | Reducidas |
|
| 514 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 225 M | -USD 2.11 M | 5 | 28.89% | Reducidas |
|
| 515 |
BG
Bollard Group
Boston,
Massachusetts
| USD 225 M | +USD 1.26 M | 11 | 7.74% | Aumentadas |
|
| 516 |
Douglass Winthrop Advisors
New York
| USD 223 M | +USD 6.84 M | 7 | 8.98% | Aumentadas |
|
| 517 |
Luxor Capital Group
New York
| USD 223 M | +USD 146 M | 4 | 9.1% | Aumentadas |
|
| 518 |
Confluence Investment Management
St. Louis,
Missouri
| USD 223 M | -USD 3.59 M | 7 | 3.56% | Reducidas |
|
| 519 |
Segantii Capital Management
Hong Kong
| USD 222 M | +USD 198 M | 3 | 19.61% | Aumentadas |
|
| 520 |
MUFG Americas
New York
| USD 220 M | +USD 1.08 M | 11 | 6.18% | Aumentadas |
|
| 521 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 220 M | +USD 16 M | 13 | 3.73% | Aumentadas |
|
| 522 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 220 M | -USD 18.7 M | 12 | 11.61% | Reducidas |
|
| 523 |
Bridges Investment Management
Omaha,
Nebraska
| USD 220 M | +USD 11.2 M | 8 | 8.42% | Aumentadas |
|
| 524 |
Harvest Fund Management
Beijing,
China
| USD 219 M | -USD 13.6 M | 7 | 25.87% | Reducidas |
|
| 525 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 219 M | -USD 119 M | 1 | 3.59% | Reducidas |
|