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 |
Cantillon Capital Management
New York
| USD 591 M | -USD 16.4 M | 2 | 9.96% | Reducidas |
|
| 227 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 583 M | +USD 27.2 M | 12 | 6.63% | Aumentadas |
|
| 228 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 577 M | -USD 29.2 M | 7 | 11.47% | Reducidas |
|
| 229 |
William Blair & Company
Chicago,
Illinois
| USD 563 M | +USD 1.24 M | 9 | 5.25% | Aumentadas |
|
| 230 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 561 M | +USD 28.5 M | 6 | 7.39% | Aumentadas |
|
| 231 |
PGGM Investments
Zeist,
Netherlands
| USD 556 M | +USD 8.6 M | 8 | 2.84% | Aumentadas |
|
| 232 |
Fayez Sarofim & Co
Houston,
Texas
| USD 554 M | +USD 33.9 M | 6 | 3.04% | Aumentadas |
|
| 233 |
Point72 Asset Management
Stamford,
Connecticut
| USD 553 M | +USD 202 M | 5 | 3.76% | Aumentadas |
|
| 234 |
Causeway Capital Management
Los Angeles,
California
| USD 551 M | +USD 21 M | 3 | 11.74% | Aumentadas |
|
| 235 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 551 M | +USD 93.8 M | 6 | 10.96% | Aumentadas |
|
| 236 |
ProShare Advisors
Bethesda,
Maryland
| USD 544 M | -USD 20.7 M | 10 | 7.01% | Reducidas |
|
| 237 |
Rockefeller Financial Services
New York
| USD 543 M | +USD 35.1 M | 8 | 10.86% | Aumentadas |
|
| 238 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 540 M | +USD 409 k | 7 | 10.08% | Aumentadas |
|
| 239 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 538 M | -USD 342 M | 3 | 12.35% | Reducidas |
|
| 240 |
Thomaspartners
Boston,
Massachusetts
| USD 530 M | +USD 31 M | 3 | 6.95% | Aumentadas |
|
| 241 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 528 M | +USD 60.7 M | 13 | 5.13% | Aumentadas |
|
| 242 |
Nuveen
Charlotte,
North Carolina
| USD 524 M | -USD 48 M | 9 | 3.21% | Reducidas |
|
| 243 |
Scharf Investments
Los Gatos,
California
| USD 522 M | +USD 25.2 M | 3 | 11.74% | Aumentadas |
|
| 244 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 500 M | +USD 30.3 M | 5 | 5.69% | Aumentadas |
|
| 245 |
Polar Capital
London,
United Kingdom
| USD 499 M | -USD 23.1 M | 7 | 9.41% | Reducidas |
|
| 246 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 492 M | +USD 62.2 M | 13 | 6.4% | Aumentadas |
|
| 247 |
Comerica Bank
Dallas,
Texas
| USD 483 M | -USD 12.8 M | 11 | 4.17% | Reducidas |
|
| 248 |
Findlay Park Partners
London,
United Kingdom
| USD 479 M | +USD 50.7 M | 1 | 5.48% | Aumentadas |
|
| 249 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 474 M | +USD 34.4 M | 7 | 4.22% | Aumentadas |
|
| 250 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 473 M | -USD 5.32 M | 12 | 4.02% | Reducidas |
|