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 |
Two Sigma Advisers
New York
| USD 1201 M | -USD 922 M | 17 | 2.79% | Reducidas |
|
| 227 |
Longview Partners
St Peter Port,
Guernsey
| USD 1198 M | +USD 18 M | 1 | 5.02% | Aumentadas |
|
| 228 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 1189 M | +USD 74.1 M | 6 | 9.63% | Aumentadas |
|
| 229 |
Marshall Wace North America
New York
| USD 1163 M | -USD 130 M | 11 | 5.61% | Reducidas |
|
| 230 |
Natixis Advisors
Boston,
Massachusetts
| USD 1159 M | +USD 24 M | 13 | 8.17% | Aumentadas |
|
| 231 |
Alkeon Capital Management
New York
| USD 1147 M | -USD 228 M | 4 | 4.27% | Reducidas |
|
| 232 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1146 M | +USD 43.8 M | 20 | 5.23% | Aumentadas |
|
| 233 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1145 M | +USD 118 M | 9 | 3.82% | Aumentadas |
|
| 234 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 1115 M | -USD 52.4 M | 3 | 10.98% | Reducidas |
|
| 235 |
Sculptor Capital
New York
| USD 1114 M | -USD 74 M | 4 | 11.67% | Reducidas |
|
| 236 |
Independent Franchise Partners
London,
United Kingdom
| USD 1104 M | -USD 293 M | 2 | 11.07% | Reducidas |
|
| 237 |
SCM
Steadfast Capital Management
New York
| USD 1084 M | +USD 319 M | 3 | 11.86% | Aumentadas |
|
| 238 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1067 M | +USD 28.8 M | 10 | 18.52% | Aumentadas |
|
| 239 |
Yacktman Asset Management
Austin,
Texas
| USD 1054 M | -USD 92.8 M | 3 | 13.32% | Reducidas |
|
| 240 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 1048 M | +USD 53.6 M | 18 | 3.99% | Aumentadas |
|
| 241 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1037 M | -USD 31.6 M | 12 | 8.57% | Reducidas |
|
| 242 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1033 M | -USD 69.7 M | 6 | 7.36% | Reducidas |
|
| 243 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 1031 M | -USD 43.4 M | 17 | 8.83% | Reducidas |
|
| 244 |
D1 Capital Partners
New York
| USD 1027 M | -USD 498 M | 3 | 15.07% | Reducidas |
|
| 245 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 1025 M | -USD 1536 M | 4 | 3.28% | Reducidas |
|
| 246 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1023 M | -USD 65 M | 6 | 15.08% | Reducidas |
|
| 247 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1021 M | +USD 144 M | 13 | 10.02% | Aumentadas |
|
| 248 |
Mackay Shields LLC
New York
| USD 1016 M | -USD 121 M | 13 | 7% | Reducidas |
|
| 249 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1007 M | +USD 98.6 M | 13 | 10.79% | Aumentadas |
|
| 250 |
Meritage Group
San Francisco,
California
| USD 999 M | -USD 79.9 M | 4 | 17.54% | Reducidas |
|