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 |
Calamos Advisors
Naperville,
Illinois
| USD 1135 M | -USD 351 M | 12 | 8.91% | Reducidas |
|
| 227 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1125 M | -USD 81.3 M | 10 | 13.83% | Reducidas |
|
| 228 |
First Pacific Advisors
El Segundo,
California
| USD 1118 M | -USD 169 M | 6 | 15.77% | Reducidas |
|
| 229 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1085 M | +USD 103 M | 8 | 9.56% | Aumentadas |
|
| 230 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 1084 M | +USD 70.4 M | 17 | 5.05% | Aumentadas |
|
| 231 |
Axiom Investors
Greenwich,
Connecticut
| USD 1080 M | +USD 177 M | 5 | 27.35% | Aumentadas |
|
| 232 |
Two Sigma Advisers
New York
| USD 1077 M | -USD 43.4 M | 17 | 4.12% | Reducidas |
|
| 233 |
LSV Asset Management
Chicago,
Illinois
| USD 1070 M | +USD 11.4 M | 9 | 2.59% | Aumentadas |
|
| 234 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1069 M | +USD 45.3 M | 10 | 22.01% | Aumentadas |
|
| 235 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 1040 M | -USD 7.74 M | 1 | 0.59% | Reducidas |
|
| 236 |
CIBC World Markets
New York
| USD 1039 M | -USD 455 M | 10 | 13.27% | Reducidas |
|
| 237 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 1020 M | -USD 13.3 M | 3 | 13.85% | Reducidas |
|
| 238 |
Longview Partners
St Peter Port,
Guernsey
| USD 1015 M | -USD 82.8 M | 1 | 5.46% | Reducidas |
|
| 239 |
SCM
Steadfast Capital Management
New York
| USD 1003 M | -USD 64.5 M | 3 | 15.39% | Reducidas |
|
| 240 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 993 M | +USD 8.14 M | 18 | 11.06% | Aumentadas |
|
| 241 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 989 M | +USD 15.9 M | 4 | 4.53% | Aumentadas |
|
| 242 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 984 M | -USD 2.43 M | 12 | 10.78% | Reducidas |
|
| 243 |
HighTower Advisors
Chicago,
Illinois
| USD 977 M | +USD 241 M | 15 | 6.33% | Aumentadas |
|
| 244 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 935 M | -USD 69.8 M | 12 | 10.31% | Reducidas |
|
| 245 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 934 M | +USD 39.4 M | 7 | 6.8% | Aumentadas |
|
| 246 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 924 M | -USD 72.8 M | 6 | 17.54% | Reducidas |
|
| 247 |
Genesis Investment Management
London,
United Kingdom
| USD 917 M | -USD 189 M | 2 | 34.27% | Reducidas |
|
| 248 |
Osaic Holdings
Scottsdale,
Arizona
| USD 915 M | +USD 1005 M | 29 | 3.75% | Nuevas |
|
| 249 |
Yacktman Asset Management
Austin,
Texas
| USD 910 M | -USD 75.1 M | 3 | 15.09% | Reducidas |
|
| 250 |
Marshall Wace North America
New York
| USD 906 M | -USD 239 M | 13 | 6.86% | Reducidas |
|