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 |
SEI Trust Company
Oaks,
Pennsylvania
| USD 582 M | +USD 22.4 M | 10 | 5.52% | Aumentadas |
|
| 202 |
Flossbach Von Storch
Cologne,
Germany
| USD 576 M | +USD 33.4 M | 5 | 16.38% | Aumentadas |
|
| 203 |
John W. Bristol & Co
New York
| USD 569 M | -USD 92.4 M | 4 | 10.1% | Reducidas |
|
| 204 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 561 M | -USD 5.69 M | 3 | 7.96% | Reducidas |
|
| 205 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 524 M | +USD 4.74 M | 4 | 15.84% | Aumentadas |
|
| 206 |
Columbus Circle Investors
| USD 517 M | -USD 12.1 M | 3 | 3.53% | Reducidas |
|
| 207 |
Texas Permanent School Fund
Austin,
Texas
| USD 510 M | -USD 36.3 M | 8 | 5.06% | Reducidas |
|
| 208 |
First Manhattan
New York
| USD 503 M | -USD 33.1 M | 8 | 3.33% | Reducidas |
|
| 209 |
Westpac Banking Corp
Sydney,
Australia
| USD 497 M | -USD 26.8 M | 11 | 5.69% | Reducidas |
|
| 210 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 496 M | -USD 18 M | 4 | 10.26% | Reducidas |
|
| 211 |
Comerica Bank
Dallas,
Texas
| USD 483 M | -USD 94.5 M | 10 | 3.74% | Reducidas |
|
| 212 |
PGGM Investments
Zeist,
Netherlands
| USD 480 M | -USD 158 M | 5 | 2.64% | Reducidas |
|
| 213 |
PFM Health Sciences
San Francisco,
California
| USD 469 M | +USD 306 M | 2 | 9.42% | Aumentadas |
|
| 214 |
Cantillon Capital Management
New York
| USD 457 M | -USD 608 k | 1 | 10.84% | Reducidas |
|
| 215 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 453 M | -USD 115 M | 10 | 1.64% | Reducidas |
|
| 216 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 451 M | -USD 15.7 M | 9 | 5.9% | Reducidas |
|
| 217 |
Renaissance Technologies
New York
| USD 449 M | -USD 488 M | 9 | 1.08% | Reducidas |
|
| 218 |
Rockefeller Financial Services
New York
| USD 449 M | -USD 21.3 M | 5 | 9.69% | Reducidas |
|
| 219 |
RIM
Rainier Investment Management
Seattle,
Washington
| USD 449 M | -USD 223 M | 3 | 4.67% | Reducidas |
|
| 220 |
Elliott Management
New York
| USD 442 M | USD 0 | 1 | 10.03% | Mantenido |
|
| 221 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 441 M | -USD 34.4 M | 5 | 6.48% | Reducidas |
|
| 222 |
Fayez Sarofim & Co
Houston,
Texas
| USD 433 M | +USD 411 M | 4 | 2.01% | Nuevas |
|
| 223 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 432 M | -USD 32.9 M | 9 | 4.97% | Reducidas |
|
| 224 |
SAC Capital Advisors
Stamford,
Connecticut
| USD 428 M | +USD 182 M | 11 | 2.49% | Aumentadas |
|
| 225 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 424 M | +USD 16 M | 11 | 4.33% | Aumentadas |
|