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 |
Sanders Capital
West Palm Beach,
Florida
| USD 700 M | -USD 16.5 M | 2 | 6.91% | Reducidas |
|
| 177 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 699 M | +USD 23.8 M | 4 | 13.95% | Aumentadas |
|
| 178 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 687 M | +USD 22.5 M | 7 | 5.08% | Aumentadas |
|
| 179 |
US Bancorp
Minneapolis,
Minnesota
| USD 685 M | -USD 8.15 M | 13 | 2.63% | Reducidas |
|
| 180 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 685 M | +USD 129 M | 1 | 6.82% | Aumentadas |
|
| 181 |
Renaissance Technologies
New York
| USD 664 M | +USD 326 M | 10 | 1.41% | Aumentadas |
|
| 182 |
Parnassus Investments
San Francisco,
California
| USD 660 M | +USD 36.3 M | 3 | 4.73% | Aumentadas |
|
| 183 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 656 M | +USD 26.9 M | 3 | 8.3% | Aumentadas |
|
| 184 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 650 M | +USD 30.1 M | 8 | 4.55% | Aumentadas |
|
| 185 |
AMP Capital Investors
Sydney,
Australia
| USD 649 M | +USD 720 k | 11 | 3.94% | Aumentadas |
|
| 186 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 648 M | -USD 71.8 M | 9 | 5.85% | Reducidas |
|
| 187 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 647 M | -USD 109 M | 9 | 3.45% | Reducidas |
|
| 188 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 639 M | -USD 406 M | 2 | 5.74% | Reducidas |
|
| 189 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 613 M | -USD 4.72 M | 10 | 5.05% | Reducidas |
|
| 190 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 612 M | -USD 60.4 M | 5 | 3.41% | Reducidas |
|
| 191 |
KeyBank National Association
Cleveland,
Ohio
| USD 609 M | -USD 11 M | 10 | 3.97% | Reducidas |
|
| 192 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 596 M | -USD 58.4 M | 8 | 4.48% | Reducidas |
|
| 193 |
Harding Loevner
Bridgewater,
New Jersey
| USD 595 M | +USD 16.1 M | 4 | 4.54% | Aumentadas |
|
| 194 |
Korea Investment Corp
Seoul,
South Korea
| USD 595 M | +USD 19.4 M | 9 | 4.63% | Aumentadas |
|
| 195 |
Westfield Capital Management
Boston,
Massachusetts
| USD 595 M | -USD 14.2 M | 4 | 3.43% | Reducidas |
|
| 196 |
Westpac Banking Corp
Sydney,
Australia
| USD 589 M | +USD 1.64 M | 12 | 5.12% | Aumentadas |
|
| 197 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 589 M | +USD 393 M | 1 | 2.23% | Aumentadas |
|
| 198 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 583 M | -USD 9.09 M | 9 | 4.88% | Reducidas |
|
| 199 |
Tiger Global Management
New York
| USD 580 M | +USD 101 M | 2 | 6.35% | Aumentadas |
|
| 200 |
Stifel Financial
St. Louis,
Missouri
| USD 577 M | -USD 1.08 M | 11 | 3.16% | Reducidas |
|