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 |
Pzena Investment Management
New York
| USD 954 M | -USD 89.5 M | 3 | 5.83% | Reducidas |
|
| 177 |
Guggenheim Capital
Chicago,
Illinois
| USD 944 M | +USD 2.8 M | 15 | 2.94% | Aumentadas |
|
| 178 |
Harding Loevner
Bridgewater,
New Jersey
| USD 943 M | -USD 3.36 M | 4 | 6.81% | Reducidas |
|
| 179 |
AMP Capital Investors
Sydney,
Australia
| USD 934 M | +USD 24.9 M | 13 | 5.74% | Aumentadas |
|
| 180 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 929 M | +USD 22.2 M | 12 | 7.53% | Aumentadas |
|
| 181 |
NC
Northern Cross
Boston,
Massachusetts
| USD 917 M | -USD 400 M | 1 | 15.1% | Reducidas |
|
| 182 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 902 M | +USD 791 M | 1 | 100% | Nuevas |
|
| 183 |
Two Sigma Investments
New York
| USD 896 M | +USD 139 M | 16 | 3.25% | Aumentadas |
|
| 184 |
PointState Capital
New York
| USD 880 M | +USD 88 M | 4 | 9.08% | Aumentadas |
|
| 185 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 878 M | -USD 35.7 M | 2 | 8.06% | Reducidas |
|
| 186 |
Capital Guardian Trust
Los Angeles,
California
| USD 874 M | +USD 16.5 M | 14 | 6.59% | Aumentadas |
|
| 187 |
TCW Group
Los Angeles,
California
| USD 871 M | -USD 38.8 M | 13 | 6.62% | Reducidas |
|
| 188 |
Silver Lake Group
Menlo Park,
California
| USD 860 M | -USD 764 M | 1 | 17.77% | Reducidas |
|
| 189 |
First Manhattan
New York
| USD 859 M | +USD 18.5 M | 13 | 5.24% | Aumentadas |
|
| 190 |
Parnassus Investments
San Francisco,
California
| USD 859 M | +USD 38.4 M | 4 | 4.69% | Aumentadas |
|
| 191 |
Alkeon Capital Management
New York
| USD 848 M | -USD 23.9 M | 4 | 15.94% | Reducidas |
|
| 192 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 838 M | +USD 34.6 M | 10 | 2.55% | Aumentadas |
|
| 193 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 836 M | +USD 82.2 M | 1 | 8.01% | Aumentadas |
|
| 194 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 832 M | +USD 136 M | 13 | 6.17% | Aumentadas |
|
| 195 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 830 M | -USD 49.1 M | 10 | 6.55% | Reducidas |
|
| 196 |
Stifel Financial
St. Louis,
Missouri
| USD 827 M | +USD 26.6 M | 15 | 3.72% | Aumentadas |
|
| 197 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 815 M | +USD 97.7 M | 6 | 10.22% | Aumentadas |
|
| 198 |
Westfield Capital Management
Boston,
Massachusetts
| USD 808 M | +USD 3.33 M | 5 | 6.52% | Aumentadas |
|
| 199 |
Aperio Group
Sausalito,
California
| USD 803 M | +USD 50.8 M | 12 | 5.81% | Aumentadas |
|
| 200 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 795 M | +USD 13 M | 7 | 7.77% | Aumentadas |
|