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 |
William Blair & Company
Chicago,
Illinois
| USD 556 M | +USD 47.3 M | 11 | 5.23% | Aumentadas |
|
| 227 |
Fayez Sarofim & Co
Houston,
Texas
| USD 553 M | +USD 137 M | 6 | 3.17% | Aumentadas |
|
| 228 |
Causeway Capital Management
Los Angeles,
California
| USD 551 M | +USD 21.4 M | 3 | 12.68% | Aumentadas |
|
| 229 |
Los Angeles Capital Management
Los Angeles,
California
| USD 545 M | +USD 85.3 M | 10 | 4.86% | Aumentadas |
|
| 230 |
Senator Investment Group
New York
| USD 542 M | +USD 378 M | 2 | 7.15% | Aumentadas |
|
| 231 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 541 M | +USD 88.7 M | 7 | 2.34% | Aumentadas |
|
| 232 |
Polar Capital
London,
United Kingdom
| USD 540 M | -USD 32.4 M | 7 | 10.15% | Reducidas |
|
| 233 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 539 M | -USD 224 M | 13 | 4.52% | Reducidas |
|
| 234 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 536 M | +USD 7.44 M | 8 | 10.4% | Aumentadas |
|
| 235 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 535 M | +USD 7.33 M | 7 | 10.51% | Aumentadas |
|
| 236 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 535 M | +USD 195 M | 6 | 6.92% | Aumentadas |
|
| 237 |
HCM
Hitchwood Capital Management
New York
| USD 533 M | +USD 4.28 M | 3 | 14.44% | Aumentadas |
|
| 238 |
Rockefeller Financial Services
New York
| USD 530 M | -USD 51.8 M | 9 | 10.28% | Reducidas |
|
| 239 |
Marsico Capital Management
Denver,
Colorado
| USD 523 M | -USD 270 M | 3 | 15.48% | Reducidas |
|
| 240 |
Scharf Investments
Los Gatos,
California
| USD 515 M | +USD 31.5 M | 3 | 11.98% | Aumentadas |
|
| 241 |
Thomaspartners
Boston,
Massachusetts
| USD 512 M | +USD 73.8 M | 3 | 7.37% | Aumentadas |
|
| 242 |
Marshall Wace
London,
United Kingdom
| USD 511 M | +USD 88.9 M | 11 | 4.92% | Aumentadas |
|
| 243 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 503 M | -USD 191 M | 11 | 5.58% | Reducidas |
|
| 244 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 497 M | -USD 7.91 M | 5 | 3.48% | Reducidas |
|
| 245 |
Renaissance Technologies
New York
| USD 496 M | +USD 300 M | 12 | 0.94% | Aumentadas |
|
| 246 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 493 M | +USD 2.16 M | 13 | 4.27% | Aumentadas |
|
| 247 |
Texas Permanent School Fund
Austin,
Texas
| USD 492 M | -USD 12.5 M | 10 | 6.21% | Reducidas |
|
| 248 |
IAM
Iridian Asset Management
Westport,
Connecticut
| USD 488 M | +USD 108 M | 1 | 4.15% | Aumentadas |
|
| 249 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 487 M | +USD 81.2 M | 5 | 6.21% | Aumentadas |
|
| 250 |
USS Investment Management
London,
United Kingdom
| USD 487 M | +USD 15.8 M | 6 | 8.18% | Aumentadas |
|