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 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 1089 M | -USD 98.8 M | 1 | 47.13% | Reducidas |
|
| 177 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1057 M | -USD 608 k | 12 | 8.43% | Reducidas |
|
| 178 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1052 M | +USD 557 M | 2 | 15.6% | Aumentadas |
|
| 179 |
DnB Asset Management
Oslo,
Norway
| USD 1042 M | +USD 99.5 M | 12 | 15.19% | Aumentadas |
|
| 180 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1012 M | +USD 2.34 M | 10 | 9.08% | Aumentadas |
|
| 181 |
Aperio Group
Sausalito,
California
| USD 1010 M | +USD 49.2 M | 13 | 6.18% | Aumentadas |
|
| 182 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 995 M | +USD 303 M | 13 | 7.9% | Aumentadas |
|
| 183 |
Balyasny Asset Management
Chicago,
Illinois
| USD 993 M | +USD 480 M | 13 | 4.09% | Aumentadas |
|
| 184 |
Pzena Investment Management
New York
| USD 978 M | -USD 6.27 M | 4 | 5.35% | Reducidas |
|
| 185 |
First Manhattan
New York
| USD 977 M | -USD 32 M | 14 | 5.69% | Reducidas |
|
| 186 |
NC
Northern Cross
Boston,
Massachusetts
| USD 974 M | -USD 10.2 M | 1 | 12.55% | Reducidas |
|
| 187 |
C WorldWide Group
Copenhagen,
Denmark
| USD 957 M | +USD 70.6 M | 5 | 14.54% | Aumentadas |
|
| 188 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 955 M | -USD 782 k | 7 | 10.91% | Reducidas |
|
| 189 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 953 M | +USD 117 M | 7 | 10.32% | Aumentadas |
|
| 190 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 947 M | +USD 9.32 M | 8 | 8.57% | Aumentadas |
|
| 191 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 946 M | +USD 77.3 M | 6 | 25.69% | Aumentadas |
|
| 192 |
Generation Investment Management
London,
United Kingdom
| USD 932 M | -USD 821 M | 3 | 9.49% | Reducidas |
|
| 193 |
William Blair & Company
Chicago,
Illinois
| USD 926 M | +USD 59.8 M | 15 | 6.95% | Aumentadas |
|
| 194 |
Acadian Asset Management
Boston,
Massachusetts
| USD 910 M | +USD 75.5 M | 17 | 4.12% | Aumentadas |
|
| 195 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 906 M | -USD 58.8 M | 4 | 12.41% | Reducidas |
|
| 196 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 897 M | +USD 76.4 M | 9 | 2.66% | Aumentadas |
|
| 197 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 882 M | -USD 12.3 M | 13 | 4.21% | Reducidas |
|
| 198 |
Causeway Capital Management
Los Angeles,
California
| USD 858 M | +USD 10.4 M | 3 | 10.63% | Aumentadas |
|
| 199 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 856 M | -USD 32.4 M | 10 | 4.77% | Reducidas |
|
| 200 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 854 M | -USD 28 M | 14 | 6.71% | Reducidas |
|