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 | |
|---|---|---|---|---|---|---|---|
| 151 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 1348 M | +USD 41 M | 11 | 6.46% | Aumentadas |
|
| 152 |
Aviva
London,
United Kingdom
| USD 1340 M | +USD 24.8 M | 13 | 7.49% | Aumentadas |
|
| 153 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 1337 M | -USD 96.5 M | 10 | 6.05% | Reducidas |
|
| 154 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 1306 M | +USD 7.56 M | 15 | 7.18% | Aumentadas |
|
| 155 |
Third Point
New York
| USD 1285 M | +USD 650 M | 3 | 11.39% | Aumentadas |
|
| 156 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1276 M | +USD 146 M | 4 | 18.93% | Aumentadas |
|
| 157 |
Guggenheim Capital
Chicago,
Illinois
| USD 1245 M | +USD 119 M | 16 | 3.3% | Aumentadas |
|
| 158 |
Parnassus Investments
San Francisco,
California
| USD 1235 M | +USD 51.1 M | 4 | 5.21% | Aumentadas |
|
| 159 |
Wellcome Trust
London,
United Kingdom
| USD 1233 M | USD 0 | 3 | 20.99% | Mantenido |
|
| 160 |
US Bancorp
Minneapolis,
Minnesota
| USD 1230 M | +USD 25.1 M | 17 | 4.1% | Aumentadas |
|
| 161 |
AIG
American International Group
New York
| USD 1216 M | +USD 20.3 M | 16 | 4.34% | Aumentadas |
|
| 162 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 1212 M | +USD 5.16 M | 13 | 8.92% | Aumentadas |
|
| 163 |
Ruane, Cunniff & Goldfarb
New York
| USD 1209 M | +USD 64.8 M | 4 | 11.19% | Aumentadas |
|
| 164 |
Epoch Investment Partners
New York
| USD 1209 M | -USD 385 M | 4 | 4.08% | Reducidas |
|
| 165 |
Pendal Group
Sydney,
Australia
| USD 1203 M | +USD 1112 M | 12 | 17.42% | Nuevas |
|
| 166 |
Glenview Capital Management
New York
| USD 1199 M | +USD 611 M | 2 | 7.78% | Aumentadas |
|
| 167 |
Flossbach Von Storch
Cologne,
Germany
| USD 1182 M | +USD 261 M | 6 | 13.46% | Aumentadas |
|
| 168 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1180 M | +USD 27.1 M | 13 | 8.14% | Aumentadas |
|
| 169 |
Stifel Financial
St. Louis,
Missouri
| USD 1178 M | +USD 57 M | 17 | 4.36% | Aumentadas |
|
| 170 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 1151 M | -USD 118 M | 13 | 10.63% | Reducidas |
|
| 171 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 1143 M | +USD 214 M | 1 | 81.91% | Aumentadas |
|
| 172 |
AMP Capital Investors
Sydney,
Australia
| USD 1125 M | +USD 14 M | 12 | 6.67% | Aumentadas |
|
| 173 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1104 M | -USD 31.1 M | 1 | 9.84% | Reducidas |
|
| 174 |
ValueAct Holdings
San Francisco,
California
| USD 1104 M | -USD 480 M | 1 | 9.86% | Reducidas |
|
| 175 |
PointState Capital
New York
| USD 1098 M | +USD 179 M | 4 | 11.92% | Aumentadas |
|