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 |
AMP Capital Investors
Sydney,
Australia
| USD 1158 M | -USD 15.5 M | 12 | 6.51% | Reducidas |
|
| 177 |
Jane Street
New York
| USD 1156 M | +USD 256 M | 15 | 3.74% | Aumentadas |
|
| 178 |
Pzena Investment Management
New York
| USD 1140 M | +USD 109 M | 4 | 6.03% | Aumentadas |
|
| 179 |
NC
Northern Cross
Boston,
Massachusetts
| USD 1119 M | -USD 69.5 M | 1 | 14.41% | Reducidas |
|
| 180 |
Aperio Group
Sausalito,
California
| USD 1115 M | +USD 64.5 M | 15 | 6.29% | Aumentadas |
|
| 181 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 1108 M | -USD 293 M | 12 | 5.63% | Reducidas |
|
| 182 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1101 M | -USD 1.58 M | 12 | 8.5% | Reducidas |
|
| 183 |
Parnassus Investments
San Francisco,
California
| USD 1092 M | -USD 174 M | 4 | 4.47% | Reducidas |
|
| 184 |
Acadian Asset Management
Boston,
Massachusetts
| USD 1068 M | +USD 51.3 M | 16 | 4.72% | Aumentadas |
|
| 185 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 1048 M | +USD 22.4 M | 6 | 26.49% | Aumentadas |
|
| 186 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1043 M | +USD 28.5 M | 5 | 14.83% | Aumentadas |
|
| 187 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1036 M | -USD 8.87 M | 11 | 8.97% | Reducidas |
|
| 188 |
Melvin Capital Management
New York
| USD 1026 M | +USD 234 M | 4 | 12.35% | Aumentadas |
|
| 189 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 1020 M | -USD 14.1 M | 13 | 7.95% | Reducidas |
|
| 190 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1002 M | -USD 30 M | 6 | 10.97% | Reducidas |
|
| 191 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 989 M | -USD 325 M | 1 | 44.41% | Reducidas |
|
| 192 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 984 M | -USD 52 M | 7 | 9.6% | Reducidas |
|
| 193 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 982 M | +USD 48.3 M | 4 | 13.27% | Aumentadas |
|
| 194 |
Generation Investment Management
London,
United Kingdom
| USD 981 M | -USD 5.9 M | 3 | 9.43% | Reducidas |
|
| 195 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 972 M | +USD 14.5 M | 14 | 4.26% | Aumentadas |
|
| 196 |
First Manhattan
New York
| USD 969 M | -USD 46.7 M | 14 | 5.55% | Reducidas |
|
| 197 |
Findlay Park Partners
London,
United Kingdom
| USD 961 M | +USD 107 M | 3 | 9.51% | Aumentadas |
|
| 198 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 952 M | -USD 16.1 M | 9 | 8.34% | Reducidas |
|
| 199 |
Point72 Asset Management
Stamford,
Connecticut
| USD 938 M | +USD 233 M | 8 | 4.19% | Aumentadas |
|
| 200 |
Alkeon Capital Management
New York
| USD 928 M | +USD 23.8 M | 4 | 6.66% | Aumentadas |
|