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 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 680 M | -USD 17.1 M | 6 | 8.05% | Reducidas |
|
| 227 |
Fundsmith LLP
London,
United Kingdom
| USD 672 M | -USD 10.6 k | 1 | 7.81% | Reducidas |
|
| 228 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 671 M | +USD 127 M | 1 | 82.2% | Aumentadas |
|
| 229 |
Fayez Sarofim & Co
Houston,
Texas
| USD 666 M | +USD 19.7 M | 6 | 3.63% | Aumentadas |
|
| 230 |
Carmignac Gestion
Paris,
France
| USD 655 M | -USD 153 M | 2 | 5.02% | Reducidas |
|
| 231 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 651 M | -USD 34.8 M | 8 | 10.99% | Reducidas |
|
| 232 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 649 M | +USD 68.9 M | 9 | 5.94% | Aumentadas |
|
| 233 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 645 M | +USD 352 M | 11 | 2.75% | Aumentadas |
|
| 234 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 644 M | +USD 18.9 M | 14 | 4.99% | Aumentadas |
|
| 235 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 629 M | -USD 64.4 M | 4 | 4.35% | Reducidas |
|
| 236 |
Polar Capital
London,
United Kingdom
| USD 617 M | -USD 27.1 M | 7 | 9.24% | Reducidas |
|
| 237 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 606 M | -USD 55.3 M | 12 | 5.48% | Reducidas |
|
| 238 |
Cantillon Capital Management
New York
| USD 603 M | -USD 38.1 M | 2 | 7.71% | Reducidas |
|
| 239 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 602 M | +USD 1.32 M | 2 | 3.49% | Aumentadas |
|
| 240 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 599 M | +USD 6.02 M | 13 | 4.53% | Aumentadas |
|
| 241 |
Numeric Investors
Boston,
Massachusetts
| USD 597 M | +USD 67.9 M | 10 | 5.42% | Aumentadas |
|
| 242 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 581 M | -USD 36.3 M | 12 | 1.66% | Reducidas |
|
| 243 |
Nomura Asset Management
Tokyo,
Japan
| USD 580 M | +USD 125 M | 11 | 8.17% | Aumentadas |
|
| 244 |
BRC
Blue Ridge Capital
New York
| USD 580 M | +USD 754 k | 2 | 7.54% | Aumentadas |
|
| 245 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 579 M | -USD 22.8 M | 10 | 1.86% | Reducidas |
|
| 246 |
Rockefeller Financial Services
New York
| USD 579 M | -USD 8.26 M | 8 | 11.56% | Reducidas |
|
| 247 |
Victory Capital Management
San Antonio,
Texas
| USD 576 M | -USD 56.3 M | 13 | 1.37% | Reducidas |
|
| 248 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 574 M | -USD 1.34 M | 12 | 6.82% | Reducidas |
|
| 249 |
Alleghany Corporation
New York
| USD 573 M | +USD 100 M | 3 | 28.57% | Aumentadas |
|
| 250 |
Nuveen
Charlotte,
North Carolina
| USD 573 M | -USD 142 M | 12 | 3.41% | Reducidas |
|