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 |
Third Point
New York
| USD 1447 M | -USD 22.3 M | 2 | 12.16% | Reducidas |
|
| 152 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1434 M | +USD 181 M | 13 | 8.82% | Aumentadas |
|
| 153 |
Renaissance Technologies
New York
| USD 1412 M | -USD 117 M | 12 | 1.66% | Reducidas |
|
| 154 |
Aviva
London,
United Kingdom
| USD 1409 M | +USD 13.4 M | 13 | 7.58% | Aumentadas |
|
| 155 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 1407 M | +USD 190 M | 13 | 8.96% | Aumentadas |
|
| 156 |
Flossbach Von Storch
Cologne,
Germany
| USD 1401 M | +USD 205 M | 5 | 14.61% | Aumentadas |
|
| 157 |
Yacktman Asset Management
Austin,
Texas
| USD 1396 M | -USD 36.5 M | 3 | 13.49% | Reducidas |
|
| 158 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 1393 M | -USD 6.28 M | 12 | 7.26% | Reducidas |
|
| 159 |
Wellcome Trust
London,
United Kingdom
| USD 1391 M | USD 0 | 3 | 22.21% | Mantenido |
|
| 160 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 1371 M | +USD 18.1 M | 15 | 7.12% | Aumentadas |
|
| 161 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1348 M | -USD 100 M | 4 | 19.11% | Reducidas |
|
| 162 |
Epoch Investment Partners
New York
| USD 1311 M | +USD 15.1 M | 5 | 4.39% | Aumentadas |
|
| 163 |
US Bancorp
Minneapolis,
Minnesota
| USD 1298 M | +USD 24.6 M | 18 | 4.16% | Aumentadas |
|
| 164 |
CIBC World Markets
New York
| USD 1290 M | +USD 424 M | 11 | 12.38% | Aumentadas |
|
| 165 |
Glenview Capital Management
New York
| USD 1264 M | -USD 36.1 M | 2 | 7.33% | Reducidas |
|
| 166 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 1263 M | +USD 12.6 M | 13 | 9.11% | Aumentadas |
|
| 167 |
Stifel Financial
St. Louis,
Missouri
| USD 1259 M | +USD 31.3 M | 17 | 4.37% | Aumentadas |
|
| 168 |
DnB Asset Management
Oslo,
Norway
| USD 1251 M | +USD 142 M | 12 | 16.64% | Aumentadas |
|
| 169 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 1251 M | -USD 665 M | 5 | 7.71% | Reducidas |
|
| 170 |
Guggenheim Capital
Chicago,
Illinois
| USD 1247 M | -USD 50.1 M | 16 | 2.93% | Reducidas |
|
| 171 |
Pendal Group
Sydney,
Australia
| USD 1225 M | -USD 66.3 M | 9 | 15.93% | Reducidas |
|
| 172 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 1202 M | +USD 318 M | 14 | 15.83% | Aumentadas |
|
| 173 |
PointState Capital
New York
| USD 1190 M | +USD 14.9 M | 5 | 10.11% | Aumentadas |
|
| 174 |
AIG
American International Group
New York
| USD 1186 M | -USD 32.9 M | 16 | 4.19% | Reducidas |
|
| 175 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1160 M | -USD 37.1 M | 2 | 16.3% | Reducidas |
|