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 |
Wellcome Trust
London,
United Kingdom
| USD 835 M | +USD 687 k | 4 | 18.99% | Aumentadas |
|
| 177 |
Guggenheim Capital
Chicago,
Illinois
| USD 830 M | -USD 34 M | 13 | 2.61% | Reducidas |
|
| 178 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 817 M | +USD 42.1 M | 11 | 7.16% | Aumentadas |
|
| 179 |
TCW Group
Los Angeles,
California
| USD 804 M | -USD 2.32 M | 13 | 6.07% | Reducidas |
|
| 180 |
AMP Capital Investors
Sydney,
Australia
| USD 802 M | +USD 46.9 M | 12 | 5.34% | Aumentadas |
|
| 181 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 801 M | -USD 9.8 M | 12 | 6.63% | Reducidas |
|
| 182 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 791 M | +USD 62.8 M | 8 | 7.02% | Aumentadas |
|
| 183 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 788 M | -USD 50.3 M | 10 | 6.17% | Reducidas |
|
| 184 |
Jana Partners
New York
| USD 783 M | -USD 105 M | 3 | 13.38% | Reducidas |
|
| 185 |
First Manhattan
New York
| USD 775 M | +USD 33.1 M | 12 | 4.76% | Aumentadas |
|
| 186 |
Alkeon Capital Management
New York
| USD 757 M | +USD 124 M | 4 | 14.57% | Aumentadas |
|
| 187 |
Renaissance Technologies
New York
| USD 746 M | +USD 244 M | 14 | 1.42% | Aumentadas |
|
| 188 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 742 M | -USD 19.3 M | 3 | 12.76% | Reducidas |
|
| 189 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 741 M | +USD 598 M | 11 | 2.45% | Aumentadas |
|
| 190 |
Sanders Capital
West Palm Beach,
Florida
| USD 740 M | +USD 308 k | 1 | 6.14% | Aumentadas |
|
| 191 |
Capital Guardian Trust
Los Angeles,
California
| USD 739 M | -USD 57.1 M | 14 | 5.69% | Reducidas |
|
| 192 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 738 M | +USD 48.2 M | 5 | 4.66% | Aumentadas |
|
| 193 |
Flossbach Von Storch
Cologne,
Germany
| USD 737 M | +USD 45.8 M | 4 | 12.66% | Aumentadas |
|
| 194 |
Parnassus Investments
San Francisco,
California
| USD 732 M | +USD 49.9 M | 4 | 4.46% | Aumentadas |
|
| 195 |
SG Americas Securities
New York
| USD 729 M | +USD 80.1 M | 13 | 5.17% | Aumentadas |
|
| 196 |
Societe Generale
| USD 729 M | +USD 710 M | 13 | 5.17% | Nuevas |
|
| 197 |
Millennium Management
New York
| USD 728 M | -USD 54.5 M | 18 | 1.67% | Reducidas |
|
| 198 |
Stifel Financial
St. Louis,
Missouri
| USD 713 M | +USD 269 M | 14 | 3.3% | Aumentadas |
|
| 199 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 711 M | +USD 35.2 M | 7 | 6.96% | Aumentadas |
|
| 200 |
Westfield Capital Management
Boston,
Massachusetts
| USD 705 M | -USD 750 k | 5 | 5.82% | Reducidas |
|