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 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 716 M | +USD 46.9 M | 4 | 7.97% | Aumentadas |
|
| 177 |
Manning & Napier Advisors
Fairport,
New York
| USD 710 M | -USD 142 M | 4 | 2.95% | Reducidas |
|
| 178 |
Capital Guardian Trust
Los Angeles,
California
| USD 701 M | +USD 19.8 M | 9 | 4.99% | Aumentadas |
|
| 179 |
Guggenheim Capital
Chicago,
Illinois
| USD 698 M | -USD 13.2 M | 12 | 1.67% | Reducidas |
|
| 180 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 695 M | +USD 1.14 M | 10 | 5% | Aumentadas |
|
| 181 |
Appaloosa Management
Miami Beach,
Florida
| USD 692 M | +USD 65.1 M | 2 | 10.2% | Aumentadas |
|
| 182 |
Longview Partners
St Peter Port,
Guernsey
| USD 685 M | -USD 11.5 M | 1 | 5.45% | Reducidas |
|
| 183 |
First Manhattan
New York
| USD 680 M | +USD 6.29 M | 9 | 3.95% | Aumentadas |
|
| 184 |
Ruffer LLP
London,
United Kingdom
| USD 674 M | -USD 121 M | 4 | 24.14% | Reducidas |
|
| 185 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 671 M | -USD 37.4 M | 9 | 3.83% | Reducidas |
|
| 186 |
Polen Capital Management
Boca Raton,
Florida
| USD 665 M | -USD 22.3 M | 2 | 14.95% | Reducidas |
|
| 187 |
SH
SeaTown Holdings
Singapore
| USD 662 M | +USD 669 M | 1 | 77.19% | Nuevas |
|
| 188 |
KeyBank National Association
Cleveland,
Ohio
| USD 657 M | -USD 27.6 M | 9 | 4.5% | Reducidas |
|
| 189 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 651 M | +USD 101 M | 9 | 4.24% | Aumentadas |
|
| 190 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 645 M | -USD 16 M | 4 | 13.13% | Reducidas |
|
| 191 |
Korea Investment Corp
Seoul,
South Korea
| USD 641 M | -USD 26.3 M | 8 | 5.23% | Reducidas |
|
| 192 |
Third Point
New York
| USD 640 M | +USD 647 M | 1 | 7.34% | Nuevas |
|
| 193 |
AMP Capital Investors
Sydney,
Australia
| USD 639 M | -USD 32.7 M | 11 | 4.03% | Reducidas |
|
| 194 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 634 M | -USD 15.7 M | 1 | 3.41% | Reducidas |
|
| 195 |
Coatue Management
New York
| USD 629 M | +USD 133 M | 5 | 6.43% | Aumentadas |
|
| 196 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 627 M | -USD 3.82 M | 10 | 5.38% | Reducidas |
|
| 197 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 627 M | +USD 22.2 M | 7 | 4.93% | Aumentadas |
|
| 198 |
Aviva
London,
United Kingdom
| USD 625 M | -USD 5.76 M | 10 | 4.94% | Reducidas |
|
| 199 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 623 M | +USD 15.2 M | 9 | 5.12% | Aumentadas |
|
| 200 |
Independent Franchise Partners
London,
United Kingdom
| USD 619 M | +USD 52.4 M | 1 | 8.6% | Aumentadas |
|