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 | |
|---|---|---|---|---|---|---|---|
| 226 |
BWA
Brave Warrior Advisors
New York
| USD 419 M | +USD 2.41 M | 2 | 17.14% | Aumentadas |
|
| 227 |
KBC Group
Brussels,
Belgium
| USD 418 M | -USD 23.2 M | 11 | 6.32% | Reducidas |
|
| 228 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 418 M | +USD 92.1 M | 8 | 3.4% | Aumentadas |
|
| 229 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 417 M | +USD 112 M | 3 | 5.19% | Aumentadas |
|
| 230 |
Gilder Gagnon Howe & Co
New York
| USD 417 M | -USD 1.59 M | 3 | 5.95% | Reducidas |
|
| 231 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 414 M | +USD 40.2 M | 8 | 2.56% | Aumentadas |
|
| 232 |
ProShare Advisors
Bethesda,
Maryland
| USD 411 M | +USD 186 M | 10 | 6.12% | Aumentadas |
|
| 233 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 409 M | +USD 15.6 M | 2 | 3.73% | Aumentadas |
|
| 234 |
F&C Asset Management
Edinburgh, Scotland,
United Kingdom
| USD 405 M | +USD 11.6 M | 9 | 4.94% | Aumentadas |
|
| 235 |
Vontobel Asset Management
New York
| USD 402 M | +USD 190 M | 3 | 4.66% | Aumentadas |
|
| 236 |
TD Securities (USA)
New York
| USD 389 M | +USD 10.1 M | 8 | 6.55% | Aumentadas |
|
| 237 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 388 M | +USD 65.2 M | 4 | 2.18% | Aumentadas |
|
| 238 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 386 M | -USD 5.99 M | 10 | 5.51% | Reducidas |
|
| 239 |
SCM
Scout Capital Management
New York
| USD 385 M | -USD 131 M | 2 | 6.33% | Reducidas |
|
| 240 |
Nuveen
Charlotte,
North Carolina
| USD 379 M | -USD 36.8 M | 8 | 2.44% | Reducidas |
|
| 241 |
Euclid Advisors
Hartford,
Connecticut
| USD 378 M | -USD 22.6 M | 8 | 3.14% | Reducidas |
|
| 242 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 378 M | -USD 135 M | 8 | 3.1% | Reducidas |
|
| 243 |
Fairpointe Capital
Chicago,
Illinois
| USD 377 M | +USD 50 M | 3 | 5.49% | Aumentadas |
|
| 244 |
Bessemer Group
Woodbridge,
New Jersey
| USD 370 M | -USD 76.9 M | 10 | 2.65% | Reducidas |
|
| 245 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 369 M | -USD 61.4 M | 9 | 4.29% | Reducidas |
|
| 246 |
HCM
Herndon Capital Management
Atlanta,
Georgia
| USD 368 M | +USD 30.3 M | 4 | 4.65% | Aumentadas |
|
| 247 |
SC
Stralem & Co
New York
| USD 368 M | -USD 32.9 M | 4 | 11.04% | Reducidas |
|
| 248 |
Independent Franchise Partners
London,
United Kingdom
| USD 368 M | +USD 18.7 M | 1 | 5.84% | Aumentadas |
|
| 249 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 366 M | -USD 17.2 M | 8 | 4.5% | Reducidas |
|
| 250 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 365 M | +USD 18 M | 4 | 8.06% | Aumentadas |
|