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 |
LSV Asset Management
Chicago,
Illinois
| USD 756 M | +USD 9.8 M | 9 | 1.35% | Aumentadas |
|
| 227 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 754 M | +USD 67.4 M | 7 | 5.74% | Aumentadas |
|
| 228 |
Fayez Sarofim & Co
Houston,
Texas
| USD 753 M | +USD 51.3 M | 6 | 4.02% | Aumentadas |
|
| 229 |
USS Investment Management
London,
United Kingdom
| USD 744 M | -USD 52.2 M | 5 | 6.95% | Reducidas |
|
| 230 |
Fundsmith LLP
London,
United Kingdom
| USD 739 M | +USD 35.6 M | 1 | 7.75% | Aumentadas |
|
| 231 |
Sculptor Capital
New York
| USD 734 M | -USD 477 M | 5 | 3.89% | Reducidas |
|
| 232 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 734 M | -USD 13.1 M | 6 | 11.56% | Reducidas |
|
| 233 |
Nomura Asset Management
Tokyo,
Japan
| USD 732 M | +USD 88.3 M | 13 | 9.85% | Aumentadas |
|
| 234 |
Melvin Capital Management
New York
| USD 729 M | +USD 389 M | 4 | 9.54% | Aumentadas |
|
| 235 |
Westfield Capital Management
Boston,
Massachusetts
| USD 724 M | -USD 64.8 M | 6 | 6.18% | Reducidas |
|
| 236 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 719 M | -USD 16.6 M | 6 | 8.31% | Reducidas |
|
| 237 |
Victory Capital Management
San Antonio,
Texas
| USD 716 M | +USD 118 M | 13 | 1.68% | Aumentadas |
|
| 238 |
Axiom Investors
Greenwich,
Connecticut
| USD 711 M | +USD 66.4 M | 5 | 17.04% | Aumentadas |
|
| 239 |
ProShare Advisors
Bethesda,
Maryland
| USD 702 M | +USD 97.2 M | 12 | 7% | Aumentadas |
|
| 240 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 697 M | -USD 151 M | 1 | 7.65% | Reducidas |
|
| 241 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 695 M | -USD 12 M | 12 | 3.65% | Reducidas |
|
| 242 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 668 M | -USD 50.8 M | 6 | 9.88% | Reducidas |
|
| 243 |
Sound Shore Management
Greenwich,
Connecticut
| USD 665 M | -USD 132 M | 4 | 10.89% | Reducidas |
|
| 244 |
Polar Capital
London,
United Kingdom
| USD 659 M | -USD 21.9 M | 6 | 8.87% | Reducidas |
|
| 245 |
Point72 Asset Management
Stamford,
Connecticut
| USD 659 M | +USD 344 M | 9 | 3.7% | Aumentadas |
|
| 246 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 652 M | -USD 33.1 M | 16 | 4.95% | Reducidas |
|
| 247 |
Comerica Bank
Dallas,
Texas
| USD 635 M | +USD 17.2 M | 13 | 4.75% | Aumentadas |
|
| 248 |
Cantillon Capital Management
New York
| USD 634 M | -USD 27 M | 2 | 7.92% | Reducidas |
|
| 249 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 633 M | -USD 3.12 M | 14 | 4.66% | Reducidas |
|
| 250 |
Alleghany Corporation
New York
| USD 618 M | USD 0 | 3 | 22.91% | Mantenido |
|