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 | |
|---|---|---|---|---|---|---|---|
| 201 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 498 M | -USD 25.3 M | 3 | 7.7% | Reducidas |
|
| 202 |
Korea Investment Corp
Seoul,
South Korea
| USD 497 M | +USD 28.4 M | 8 | 5.28% | Aumentadas |
|
| 203 |
BRC
Blue Ridge Capital
New York
| USD 492 M | USD 0 | 2 | 5.88% | Mantenido |
|
| 204 |
Ninety One (UK)
London,
United Kingdom
| USD 491 M | +USD 9.28 M | 3 | 3.62% | Aumentadas |
|
| 205 |
Flossbach Von Storch
Cologne,
Germany
| USD 482 M | +USD 119 M | 4 | 14.79% | Aumentadas |
|
| 206 |
Texas Permanent School Fund
Austin,
Texas
| USD 475 M | -USD 11.3 M | 8 | 4.88% | Reducidas |
|
| 207 |
SEI Trust Company
Oaks,
Pennsylvania
| USD 460 M | +USD 8.36 M | 10 | 5.05% | Aumentadas |
|
| 208 |
Elliott Management
New York
| USD 458 M | -USD 189 M | 1 | 8.42% | Reducidas |
|
| 209 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 456 M | -USD 15.9 M | 8 | 3.37% | Reducidas |
|
| 210 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 456 M | +USD 65.5 M | 4 | 16.44% | Aumentadas |
|
| 211 |
Westpac Banking Corp
Sydney,
Australia
| USD 450 M | +USD 29.5 M | 11 | 5.63% | Aumentadas |
|
| 212 |
AIG
American International Group
New York
| USD 437 M | -USD 42.6 M | 13 | 2.38% | Reducidas |
|
| 213 |
Bessemer Group
Woodbridge,
New Jersey
| USD 429 M | +USD 8.18 M | 9 | 3.48% | Aumentadas |
|
| 214 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 428 M | +USD 12.7 M | 4 | 9.92% | Aumentadas |
|
| 215 |
Sarofim Fayez
Houston,
Texas
| USD 427 M | +USD 435 M | 4 | 2.08% | Nuevas |
|
| 216 |
NWQ Investment Management Company
Los Angeles,
California
| USD 425 M | +USD 41.1 M | 2 | 4.04% | Aumentadas |
|
| 217 |
Columbus Circle Investors
| USD 417 M | -USD 32.4 M | 3 | 2.95% | Reducidas |
|
| 218 |
SCM
Scout Capital Management
New York
| USD 415 M | -USD 278 M | 2 | 8.44% | Reducidas |
|
| 219 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 407 M | -USD 8.72 M | 6 | 6.46% | Reducidas |
|
| 220 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 406 M | -USD 8.55 M | 9 | 4.88% | Reducidas |
|
| 221 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 406 M | -USD 59 M | 9 | 5.56% | Reducidas |
|
| 222 |
Rockefeller Financial Services
New York
| USD 406 M | -USD 34.3 M | 5 | 9.43% | Reducidas |
|
| 223 |
Two Sigma Investments
New York
| USD 404 M | +USD 69.7 M | 7 | 2.58% | Aumentadas |
|
| 224 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 402 M | +USD 2.81 M | 1 | 2.45% | Aumentadas |
|
| 225 |
Farallon Capital Management
San Francisco,
California
| USD 388 M | +USD 197 M | 3 | 7.96% | Aumentadas |
|