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 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 468 M | +USD 41.8 M | 12 | 1.52% | Aumentadas |
|
| 227 |
Aperio Group
Sausalito,
California
| USD 465 M | +USD 34.1 M | 10 | 4.73% | Aumentadas |
|
| 228 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 463 M | -USD 71.3 M | 3 | 7.34% | Reducidas |
|
| 229 |
SEI Investments
Oaks,
Pennsylvania
| USD 455 M | -USD 12.9 M | 11 | 4.18% | Reducidas |
|
| 230 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 455 M | -USD 130 M | 7 | 3.52% | Reducidas |
|
| 231 |
Maverick Capital
Dallas,
Texas
| USD 453 M | +USD 75.2 M | 2 | 7.77% | Aumentadas |
|
| 232 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 450 M | +USD 27.6 M | 10 | 1.89% | Aumentadas |
|
| 233 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 449 M | +USD 9.9 M | 4 | 3.37% | Aumentadas |
|
| 234 |
Royal London Asset Management
United Kingdom
| USD 445 M | +USD 449 M | 9 | 7.17% | Nuevas |
|
| 235 |
Causeway Capital Management
Los Angeles,
California
| USD 439 M | +USD 103 M | 2 | 8.82% | Aumentadas |
|
| 236 |
Nuveen
Charlotte,
North Carolina
| USD 432 M | -USD 34.2 M | 9 | 2.45% | Reducidas |
|
| 237 |
Westpac Banking Corp
Sydney,
Australia
| USD 432 M | -USD 114 M | 11 | 4.75% | Reducidas |
|
| 238 |
Texas Permanent School Fund
Austin,
Texas
| USD 424 M | -USD 7.48 M | 8 | 5.43% | Reducidas |
|
| 239 |
Sculptor Capital
New York
| USD 423 M | +USD 310 M | 1 | 1.47% | Aumentadas |
|
| 240 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 423 M | -USD 62 M | 3 | 9.25% | Reducidas |
|
| 241 |
Polar Capital
London,
United Kingdom
| USD 420 M | -USD 38.5 M | 7 | 8.5% | Reducidas |
|
| 242 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 420 M | +USD 3.04 M | 7 | 8.72% | Aumentadas |
|
| 243 |
CS
Cisco Systems
San Jose,
California
| USD 420 M | USD 0 | 1 | 99.34% | Mantenido |
|
| 244 |
M&T Bank
Buffalo,
New York
| USD 419 M | +USD 36.6 M | 11 | 2.86% | Aumentadas |
|
| 245 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 411 M | +USD 18.9 M | 2 | 4.59% | Aumentadas |
|
| 246 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 407 M | +USD 8.53 M | 5 | 5.57% | Aumentadas |
|
| 247 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 407 M | -USD 76.2 M | 5 | 10.98% | Reducidas |
|
| 248 |
Ruffer LLP
London,
United Kingdom
| USD 406 M | +USD 80.5 M | 4 | 17.35% | Aumentadas |
|
| 249 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 405 M | +USD 908 k | 4 | 6.9% | Aumentadas |
|
| 250 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 399 M | +USD 15.6 M | 11 | 3.7% | Aumentadas |
|