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 | |
|---|---|---|---|---|---|---|---|
| 176 |
Marsico Capital Management
Denver,
Colorado
| USD 649 M | -USD 311 M | 2 | 4.71% | Reducidas |
|
| 177 |
Wellcome Trust
London,
United Kingdom
| USD 645 M | -USD 1.99 M | 3 | 15.54% | Reducidas |
|
| 178 |
First Manhattan
New York
| USD 644 M | +USD 87.7 M | 8 | 4.08% | Aumentadas |
|
| 179 |
Korea Investment Corp
Seoul,
South Korea
| USD 643 M | +USD 8.72 M | 8 | 5.36% | Aumentadas |
|
| 180 |
Carmignac Gestion
Paris,
France
| USD 633 M | +USD 1.59 M | 1 | 4.95% | Aumentadas |
|
| 181 |
CS
Cisco Systems
San Jose,
California
| USD 629 M | USD 0 | 1 | 64.89% | Mantenido |
|
| 182 |
International Value Advisers
| USD 626 M | +USD 941 k | 4 | 14.47% | Aumentadas |
|
| 183 |
Appaloosa Management
Miami Beach,
Florida
| USD 625 M | +USD 106 M | 1 | 8.74% | Aumentadas |
|
| 184 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 615 M | -USD 140 M | 4 | 1.94% | Reducidas |
|
| 185 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 614 M | -USD 2.04 M | 10 | 5.18% | Reducidas |
|
| 186 |
Aviva
London,
United Kingdom
| USD 607 M | +USD 4.39 M | 10 | 4.64% | Aumentadas |
|
| 187 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 597 M | +USD 3.45 M | 8 | 4.72% | Aumentadas |
|
| 188 |
BNP Paribas Asset Management
Paris,
France
| USD 597 M | -USD 142 M | 9 | 4.62% | Reducidas |
|
| 189 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 590 M | +USD 34 M | 7 | 4.78% | Aumentadas |
|
| 190 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 585 M | +USD 19.2 M | 1 | 3.07% | Aumentadas |
|
| 191 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 559 M | +USD 91.7 M | 8 | 1.91% | Aumentadas |
|
| 192 |
Natixis
Paris,
France
| USD 558 M | -USD 159 M | 7 | 6.7% | Reducidas |
|
| 193 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 556 M | -USD 23 M | 4 | 8.38% | Reducidas |
|
| 194 |
Westpac Banking Corp
Sydney,
Australia
| USD 556 M | -USD 13.2 M | 11 | 5.36% | Reducidas |
|
| 195 |
KBC Group
Brussels,
Belgium
| USD 544 M | +USD 68.4 M | 10 | 6.21% | Aumentadas |
|
| 196 |
Vontobel Asset Management
New York
| USD 543 M | +USD 6.13 M | 3 | 5.48% | Aumentadas |
|
| 197 |
Cantillon Capital Management
New York
| USD 536 M | +USD 60.2 M | 1 | 12.42% | Aumentadas |
|
| 198 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 535 M | +USD 122 M | 9 | 3.22% | Aumentadas |
|
| 199 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 527 M | -USD 56.2 M | 5 | 5.21% | Reducidas |
|
| 200 |
Flossbach Von Storch
Cologne,
Germany
| USD 522 M | -USD 92.5 M | 5 | 12.5% | Reducidas |
|