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 |
Parnassus Investments
San Francisco,
California
| USD 1160 M | -USD 17.8 M | 4 | 4.55% | Reducidas |
|
| 177 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1157 M | +USD 57.6 M | 5 | 11.34% | Aumentadas |
|
| 178 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1152 M | -USD 415 M | 18 | 7.69% | Reducidas |
|
| 179 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1117 M | -USD 44 M | 11 | 9.49% | Reducidas |
|
| 180 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1117 M | -USD 46 M | 5 | 16.15% | Reducidas |
|
| 181 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1117 M | -USD 80.3 M | 2 | 10.41% | Reducidas |
|
| 182 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 1116 M | +USD 12.1 M | 9 | 9.13% | Aumentadas |
|
| 183 |
William Blair & Company
Chicago,
Illinois
| USD 1111 M | +USD 202 M | 15 | 7.54% | Aumentadas |
|
| 184 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1110 M | +USD 33.5 M | 14 | 4.63% | Aumentadas |
|
| 185 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 1104 M | -USD 1858 M | 11 | 2.66% | Reducidas |
|
| 186 |
First Manhattan
New York
| USD 1096 M | +USD 31.2 M | 14 | 6.01% | Aumentadas |
|
| 187 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 1088 M | +USD 486 M | 10 | 5.18% | Aumentadas |
|
| 188 |
Maverick Capital
Dallas,
Texas
| USD 1078 M | +USD 94 M | 7 | 13.61% | Aumentadas |
|
| 189 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 1078 M | +USD 111 M | 12 | 3.19% | Aumentadas |
|
| 190 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 1074 M | +USD 40 M | 13 | 7.51% | Aumentadas |
|
| 191 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1066 M | +USD 108 M | 10 | 3.03% | Aumentadas |
|
| 192 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1054 M | +USD 559 k | 5 | 13.45% | Aumentadas |
|
| 193 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 1048 M | +USD 101 M | 13 | 5.43% | Aumentadas |
|
| 194 |
Alkeon Capital Management
New York
| USD 1039 M | +USD 17 M | 4 | 6.11% | Aumentadas |
|
| 195 |
NC
Northern Cross
Boston,
Massachusetts
| USD 1038 M | -USD 82.3 M | 1 | 13.49% | Reducidas |
|
| 196 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 1034 M | +USD 574 M | 10 | 13.85% | Aumentadas |
|
| 197 |
Jane Street
New York
| USD 1020 M | -USD 251 M | 19 | 2.93% | Reducidas |
|
| 198 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 1020 M | -USD 745 k | 13 | 7.91% | Reducidas |
|
| 199 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 1009 M | +USD 15.8 M | 2 | 44.86% | Aumentadas |
|
| 200 |
Polar Capital
London,
United Kingdom
| USD 1007 M | +USD 227 M | 7 | 10.39% | Aumentadas |
|