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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Andra AP-fonden
Goteborg,
Sweden
| USD 369 M | +USD 283 M | 9 | 6.55% | Aumentadas |
|
| 627 |
Focused Investors
Los Angeles,
California
| USD 367 M | -USD 42.2 M | 2 | 11.5% | Reducidas |
|
| 628 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 367 M | -USD 5.61 M | 3 | 17.21% | Reducidas |
|
| 629 |
Oak Associates
Akron,
Ohio
| USD 366 M | -USD 18.7 M | 8 | 25.35% | Reducidas |
|
| 630 |
PGGM Investments
Zeist,
Netherlands
| USD 365 M | +USD 67.8 M | 9 | 5.3% | Aumentadas |
|
| 631 |
Raymond James Trust
St. Petersburg,
Florida
| USD 363 M | +USD 2.58 M | 12 | 8.81% | Aumentadas |
|
| 632 |
Southpoint Capital Advisors
New York
| USD 363 M | USD 0 | 2 | 7.19% | Mantenido |
|
| 633 |
First Financial Bankshares
Abilene,
Texas
| USD 360 M | -USD 12.9 M | 6 | 8.11% | Reducidas |
|
| 634 |
Wafra Inc
New York
| USD 360 M | -USD 11.8 M | 6 | 18.88% | Reducidas |
|
| 635 |
Bailard
Foster City,
California
| USD 357 M | +USD 2.35 M | 12 | 9.85% | Aumentadas |
|
| 636 |
PCM
Palestra Capital Management
New York
| USD 356 M | -USD 2.18 M | 3 | 13.26% | Reducidas |
|
| 637 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 356 M | +USD 40.5 M | 3 | 8.37% | Aumentadas |
|
| 638 |
Maverick Capital
Dallas,
Texas
| USD 355 M | -USD 66.1 M | 10 | 6.67% | Reducidas |
|
| 639 |
Allianz
Munich,
Germany
| USD 354 M | +USD 336 M | 11 | 10.77% | Nuevas |
|
| 640 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 354 M | -USD 8.45 M | 13 | 4.94% | Reducidas |
|
| 641 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 350 M | -USD 8.65 M | 12 | 12.57% | Reducidas |
|
| 642 |
CK
Cohen Klingenstein
New York
| USD 349 M | USD 0 | 8 | 12.99% | Mantenido |
|
| 643 |
Delta Global Management
New York
| USD 346 M | +USD 92.6 M | 6 | 26.35% | Aumentadas |
|
| 644 |
Castleark Management
Chicago,
Illinois
| USD 344 M | -USD 22.5 M | 7 | 14.33% | Reducidas |
|
| 645 |
Glenview Capital Management
New York
| USD 344 M | -USD 53.5 M | 2 | 6.01% | Reducidas |
|
| 646 |
Capula Management
Grand Cayman,
Cayman Islands
| USD 343 M | +USD 26 M | 7 | 8.14% | Aumentadas |
|
| 647 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 343 M | -USD 23.8 M | 1 | 3.06% | Reducidas |
|
| 648 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 343 M | -USD 105 M | 4 | 46.47% | Reducidas |
|
| 649 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 342 M | -USD 5.23 M | 5 | 15.98% | Reducidas |
|
| 650 |
Capital International Sarl
Los Angeles,
California
| USD 341 M | -USD 6.95 M | 7 | 11.29% | Reducidas |
|