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 |
KeyBank National Association
Cleveland,
Ohio
| USD 1652 M | -USD 16.3 M | 16 | 8.6% | Reducidas |
|
| 202 |
D1 Capital Partners
New York
| USD 1638 M | +USD 299 M | 4 | 29.89% | Aumentadas |
|
| 203 |
CIBC World Markets
New York
| USD 1636 M | -USD 546 M | 11 | 22.74% | Reducidas |
|
| 204 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1635 M | -USD 228 M | 8 | 11.62% | Reducidas |
|
| 205 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1617 M | +USD 86.5 M | 3 | 6.95% | Aumentadas |
|
| 206 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1598 M | -USD 228 M | 5 | 18.9% | Reducidas |
|
| 207 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1593 M | -USD 20 M | 10 | 17.36% | Reducidas |
|
| 208 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1593 M | +USD 1.47 M | 3 | 18.63% | Aumentadas |
|
| 209 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1589 M | -USD 37.4 M | 20 | 11.02% | Reducidas |
|
| 210 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1575 M | -USD 73.4 M | 4 | 26.69% | Reducidas |
|
| 211 |
Brown Brothers Harriman & Co
New York
| USD 1556 M | -USD 45.4 M | 21 | 14.42% | Reducidas |
|
| 212 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 1553 M | -USD 458 M | 14 | 11.65% | Reducidas |
|
| 213 |
Findlay Park Partners
London,
United Kingdom
| USD 1528 M | -USD 366 M | 3 | 15.14% | Reducidas |
|
| 214 |
Osaic Holdings
Scottsdale,
Arizona
| USD 1516 M | -USD 100 M | 41 | 3.47% | Reducidas |
|
| 215 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1477 M | +USD 382 M | 15 | 10.41% | Aumentadas |
|
| 216 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1420 M | -USD 105 M | 9 | 11.87% | Reducidas |
|
| 217 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 1415 M | -USD 836 M | 2 | 13.34% | Reducidas |
|
| 218 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1395 M | -USD 22.3 M | 14 | 10.25% | Reducidas |
|
| 219 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 1390 M | +USD 42.3 M | 22 | 9.31% | Aumentadas |
|
| 220 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| USD 1380 M | USD 0 | 4 | 3.75% | Mantenido |
|
| 221 |
Longview Partners
St Peter Port,
Guernsey
| USD 1377 M | -USD 127 M | 3 | 11.8% | Reducidas |
|
| 222 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1369 M | -USD 53 M | 23 | 9.94% | Reducidas |
|
| 223 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 1358 M | -USD 215 M | 15 | 10.48% | Reducidas |
|
| 224 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1358 M | -USD 4.43 M | 3 | 11.82% | Reducidas |
|
| 225 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 1326 M | +USD 45.1 M | 4 | 25.01% | Aumentadas |
|