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 |
Capital Guardian Trust
Los Angeles,
California
| USD 825 M | -USD 5.92 M | 14 | 6.35% | Reducidas |
|
| 177 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 825 M | -USD 239 M | 3 | 11.93% | Reducidas |
|
| 178 |
Raymond James & Associates
St Petersburg,
Florida
| USD 821 M | +USD 53.9 M | 13 | 2.78% | Aumentadas |
|
| 179 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 821 M | +USD 15.3 M | 12 | 6.76% | Aumentadas |
|
| 180 |
TCW Group
Los Angeles,
California
| USD 816 M | -USD 50.8 M | 13 | 5.99% | Reducidas |
|
| 181 |
Ninety One (UK)
London,
United Kingdom
| USD 808 M | +USD 248 M | 6 | 4.37% | Aumentadas |
|
| 182 |
Sanders Capital
West Palm Beach,
Florida
| USD 798 M | -USD 81.6 M | 1 | 6.9% | Reducidas |
|
| 183 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 793 M | -USD 15.1 M | 3 | 13.01% | Reducidas |
|
| 184 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 787 M | -USD 421 M | 2 | 7.35% | Reducidas |
|
| 185 |
Millennium Management
New York
| USD 787 M | -USD 2.2 M | 15 | 1.97% | Reducidas |
|
| 186 |
Bessemer Group
Woodbridge,
New Jersey
| USD 785 M | +USD 386 M | 12 | 4.43% | Aumentadas |
|
| 187 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 783 M | +USD 28.4 M | 12 | 7.37% | Aumentadas |
|
| 188 |
First Manhattan
New York
| USD 779 M | -USD 12.9 M | 13 | 4.79% | Reducidas |
|
| 189 |
AMP Capital Investors
Sydney,
Australia
| USD 775 M | -USD 3.99 M | 12 | 5.18% | Reducidas |
|
| 190 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 773 M | -USD 123 M | 1 | 7.4% | Reducidas |
|
| 191 |
Citadel Advisors
Miami,
Florida
| USD 773 M | -USD 1008 M | 16 | 0.98% | Reducidas |
|
| 192 |
Harding Loevner
Bridgewater,
New Jersey
| USD 768 M | -USD 19.4 M | 4 | 6.06% | Reducidas |
|
| 193 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 735 M | +USD 27.2 M | 10 | 7.37% | Aumentadas |
|
| 194 |
Flossbach Von Storch
Cologne,
Germany
| USD 732 M | +USD 58.8 M | 4 | 11.66% | Aumentadas |
|
| 195 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 732 M | +USD 11.6 M | 5 | 4.66% | Aumentadas |
|
| 196 |
Parnassus Investments
San Francisco,
California
| USD 730 M | +USD 4.43 M | 4 | 4.69% | Aumentadas |
|
| 197 |
Westfield Capital Management
Boston,
Massachusetts
| USD 726 M | -USD 62.5 M | 5 | 5.52% | Reducidas |
|
| 198 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 721 M | -USD 29 M | 4 | 8.73% | Reducidas |
|
| 199 |
Longview Partners
St Peter Port,
Guernsey
| USD 713 M | -USD 12.3 M | 1 | 4.74% | Reducidas |
|
| 200 |
Tiger Global Management
New York
| USD 690 M | -USD 1245 M | 2 | 9.96% | Reducidas |
|