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 |
Flossbach Von Storch
Cologne,
Germany
| USD 795 M | -USD 25.9 M | 4 | 13.26% | Reducidas |
|
| 202 |
Egerton Capital (UK)
London,
United Kingdom
| USD 789 M | -USD 152 M | 2 | 8.94% | Reducidas |
|
| 203 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 786 M | -USD 123 M | 11 | 7.92% | Reducidas |
|
| 204 |
USS Investment Management
London,
United Kingdom
| USD 775 M | +USD 71.3 M | 5 | 11.91% | Aumentadas |
|
| 205 |
BNP Paribas Asset Management
Paris,
France
| USD 763 M | +USD 39.5 M | 13 | 6.5% | Aumentadas |
|
| 206 |
Los Angeles Capital Management
Los Angeles,
California
| USD 754 M | +USD 25.7 M | 11 | 6.28% | Aumentadas |
|
| 207 |
KeyBank National Association
Cleveland,
Ohio
| USD 753 M | +USD 15.9 M | 11 | 4.73% | Aumentadas |
|
| 208 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 749 M | +USD 174 M | 7 | 8.18% | Aumentadas |
|
| 209 |
Sanders Capital
West Palm Beach,
Florida
| USD 749 M | -USD 81.7 M | 2 | 5.92% | Reducidas |
|
| 210 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 749 M | +USD 93.6 M | 6 | 11.2% | Aumentadas |
|
| 211 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 743 M | +USD 35.9 M | 13 | 4.18% | Aumentadas |
|
| 212 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 732 M | -USD 10.5 M | 12 | 5.37% | Reducidas |
|
| 213 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 728 M | -USD 12.9 M | 11 | 5.38% | Reducidas |
|
| 214 |
Third Point
New York
| USD 717 M | +USD 358 M | 2 | 6.24% | Aumentadas |
|
| 215 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 714 M | +USD 151 M | 14 | 7.43% | Aumentadas |
|
| 216 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 702 M | +USD 28.7 M | 8 | 12.07% | Aumentadas |
|
| 217 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 701 M | +USD 503 M | 13 | 2.33% | Aumentadas |
|
| 218 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 700 M | -USD 122 M | 5 | 4.32% | Reducidas |
|
| 219 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 693 M | +USD 263 M | 12 | 7.26% | Aumentadas |
|
| 220 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 689 M | -USD 12.4 M | 4 | 5.81% | Reducidas |
|
| 221 |
C WorldWide Group
Copenhagen,
Denmark
| USD 689 M | +USD 224 M | 5 | 12.14% | Aumentadas |
|
| 222 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 689 M | -USD 62.9 M | 9 | 2.67% | Reducidas |
|
| 223 |
Columbus Circle Investors
| USD 686 M | -USD 21.4 M | 3 | 7.4% | Reducidas |
|
| 224 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 681 M | -USD 6 M | 4 | 15.89% | Reducidas |
|
| 225 |
Ruane, Cunniff & Goldfarb
New York
| USD 674 M | -USD 24.3 M | 5 | 6.33% | Reducidas |
|