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 |
Nuveen
Charlotte,
North Carolina
| USD 557 M | +USD 34.3 M | 10 | 2.87% | Aumentadas |
|
| 227 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 556 M | -USD 11.3 M | 12 | 6.37% | Reducidas |
|
| 228 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 556 M | +USD 338 M | 4 | 12.25% | Aumentadas |
|
| 229 |
SCM
Steadfast Capital Management
New York
| USD 552 M | +USD 303 M | 2 | 10.56% | Aumentadas |
|
| 230 |
Jana Partners
New York
| USD 551 M | +USD 117 M | 1 | 7.76% | Aumentadas |
|
| 231 |
Hitchwood Capital Management
New York
| USD 548 M | +USD 518 M | 3 | 14.57% | Nuevas |
|
| 232 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 529 M | +USD 31.8 M | 8 | 10.67% | Aumentadas |
|
| 233 |
PGGM Investments
Zeist,
Netherlands
| USD 528 M | -USD 108 M | 8 | 2.79% | Reducidas |
|
| 234 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 527 M | -USD 837 k | 9 | 2.25% | Reducidas |
|
| 235 |
William Blair & Company
Chicago,
Illinois
| USD 527 M | -USD 81.6 M | 10 | 4.95% | Reducidas |
|
| 236 |
Ninety One (UK)
London,
United Kingdom
| USD 524 M | +USD 112 M | 6 | 2.99% | Aumentadas |
|
| 237 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 520 M | +USD 109 M | 13 | 3.55% | Aumentadas |
|
| 238 |
Causeway Capital Management
Los Angeles,
California
| USD 519 M | +USD 35.5 M | 3 | 10.98% | Aumentadas |
|
| 239 |
International Value Advisers
| USD 516 M | -USD 28.6 M | 5 | 13.64% | Reducidas |
|
| 240 |
Sarasin & Partners
London,
United Kingdom
| USD 515 M | +USD 173 M | 6 | 8.55% | Aumentadas |
|
| 241 |
Texas Permanent School Fund
Austin,
Texas
| USD 509 M | +USD 5.66 M | 10 | 6.27% | Aumentadas |
|
| 242 |
Atalanta Sosnoff Capital
New York
| USD 504 M | +USD 56.8 M | 6 | 14.98% | Aumentadas |
|
| 243 |
Sound Shore Management
Greenwich,
Connecticut
| USD 503 M | -USD 51.1 M | 4 | 9.16% | Reducidas |
|
| 244 |
Findlay Park Partners
London,
United Kingdom
| USD 501 M | +USD 37.9 M | 2 | 5.69% | Aumentadas |
|
| 245 |
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 500 M | -USD 94.8 M | 6 | 9.56% | Reducidas |
|
| 246 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 498 M | +USD 194 M | 8 | 14.52% | Aumentadas |
|
| 247 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 492 M | +USD 22 M | 13 | 4.32% | Aumentadas |
|
| 248 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 487 M | -USD 12.2 M | 5 | 3.7% | Reducidas |
|
| 249 |
Passport Capital
San Francisco,
California
| USD 483 M | +USD 268 M | 5 | 8.03% | Aumentadas |
|
| 250 |
DnB Asset Management
Oslo,
Norway
| USD 478 M | +USD 75.7 M | 10 | 10.24% | Aumentadas |
|