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 667 M | -USD 3.65 M | 2 | 9.42% | Reducidas |
|
| 227 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 667 M | +USD 148 M | 14 | 0.32% | Aumentadas |
|
| 228 |
William Blair & Company
Chicago,
Illinois
| USD 652 M | +USD 12.6 M | 10 | 5.76% | Aumentadas |
|
| 229 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 650 M | -USD 103 M | 10 | 10.47% | Reducidas |
|
| 230 |
Point72 Asset Management
Stamford,
Connecticut
| USD 648 M | +USD 32.2 M | 5 | 4.56% | Aumentadas |
|
| 231 |
Longview Partners
St Peter Port,
Guernsey
| USD 648 M | -USD 21.5 M | 1 | 4.19% | Reducidas |
|
| 232 |
DnB Asset Management
Oslo,
Norway
| USD 645 M | +USD 133 M | 11 | 12.68% | Aumentadas |
|
| 233 |
CIBC World Markets
New York
| USD 642 M | +USD 343 M | 8 | 12.19% | Aumentadas |
|
| 234 |
Causeway Capital Management
Los Angeles,
California
| USD 641 M | +USD 49.6 M | 3 | 11.77% | Aumentadas |
|
| 235 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 638 M | +USD 16 M | 7 | 7.89% | Aumentadas |
|
| 236 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 633 M | -USD 81.1 M | 14 | 1.82% | Reducidas |
|
| 237 |
Sound Shore Management
Greenwich,
Connecticut
| USD 632 M | -USD 33.3 M | 5 | 11.26% | Reducidas |
|
| 238 |
Victory Capital Management
San Antonio,
Texas
| USD 632 M | +USD 217 M | 13 | 1.77% | Aumentadas |
|
| 239 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 631 M | +USD 13.8 M | 9 | 3.94% | Aumentadas |
|
| 240 |
EPCM
Eton Park Capital Management
New York
| USD 628 M | +USD 170 M | 5 | 10.95% | Aumentadas |
|
| 241 |
Institutional Capital
Chicago,
Illinois
| USD 609 M | +USD 253 M | 3 | 8.4% | Aumentadas |
|
| 242 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 595 M | +USD 1.56 M | 7 | 10.64% | Aumentadas |
|
| 243 |
Fayez Sarofim & Co
Houston,
Texas
| USD 592 M | -USD 15.4 M | 6 | 3.22% | Reducidas |
|
| 244 |
Thomaspartners
Boston,
Massachusetts
| USD 592 M | +USD 34.3 M | 3 | 7.22% | Aumentadas |
|
| 245 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 590 M | -USD 11.1 M | 6 | 11.24% | Reducidas |
|
| 246 |
Findlay Park Partners
London,
United Kingdom
| USD 587 M | +USD 47.5 M | 2 | 6.8% | Aumentadas |
|
| 247 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 580 M | -USD 1.18 M | 14 | 5.4% | Reducidas |
|
| 248 |
Nuveen
Charlotte,
North Carolina
| USD 575 M | -USD 18.3 M | 10 | 3.36% | Reducidas |
|
| 249 |
Fundsmith LLP
London,
United Kingdom
| USD 573 M | +USD 62 M | 2 | 7.83% | Aumentadas |
|
| 250 |
Marshall Wace
London,
United Kingdom
| USD 571 M | +USD 65.5 M | 13 | 4.06% | Aumentadas |
|