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 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1540 M | -USD 679 M | 4 | 27.23% | Reducidas |
|
| 227 |
Axiom Investors
Greenwich,
Connecticut
| USD 1515 M | -USD 316 k | 6 | 24.59% | Reducidas |
|
| 228 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1514 M | -USD 102 M | 8 | 9.8% | Reducidas |
|
| 229 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1511 M | -USD 12.2 M | 11 | 22.82% | Reducidas |
|
| 230 |
Marshall Wace North America
New York
| USD 1475 M | +USD 25.6 M | 15 | 9.45% | Aumentadas |
|
| 231 |
Comgest Global Investors
Paris,
France
| USD 1470 M | -USD 212 k | 6 | 22.01% | Reducidas |
|
| 232 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 1470 M | +USD 1.1 M | 17 | 6.38% | Aumentadas |
|
| 233 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 1448 M | +USD 93.9 M | 18 | 11.66% | Aumentadas |
|
| 234 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1444 M | -USD 228 M | 5 | 12.79% | Reducidas |
|
| 235 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1440 M | -USD 74.1 M | 8 | 15.3% | Reducidas |
|
| 236 |
LSV Asset Management
Chicago,
Illinois
| USD 1435 M | +USD 77 M | 9 | 2.94% | Aumentadas |
|
| 237 |
SCM
Steadfast Capital Management
New York
| USD 1433 M | -USD 385 M | 4 | 15.66% | Reducidas |
|
| 238 |
MUFG Securities EMEA
London,
United Kingdom
| USD 1432 M | -USD 301 M | 9 | 13.57% | Reducidas |
|
| 239 |
Millennium Management
New York
| USD 1426 M | +USD 341 M | 23 | 1.76% | Aumentadas |
|
| 240 |
Aristotle Capital Management
Los Angeles,
California
| USD 1401 M | +USD 15.4 M | 1 | 4.23% | Aumentadas |
|
| 241 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 1392 M | +USD 171 M | 18 | 12.8% | Aumentadas |
|
| 242 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1387 M | -USD 23.6 M | 11 | 11.03% | Reducidas |
|
| 243 |
Osaic Holdings
Scottsdale,
Arizona
| USD 1381 M | -USD 32.8 M | 34 | 4.13% | Reducidas |
|
| 244 |
Two Sigma Advisers
New York
| USD 1365 M | -USD 256 M | 14 | 3.9% | Reducidas |
|
| 245 |
Calamos Advisors
Naperville,
Illinois
| USD 1363 M | -USD 71.5 M | 14 | 8.77% | Reducidas |
|
| 246 |
AIM
Allen Investment Management
New York
| USD 1360 M | -USD 26.2 M | 9 | 25.28% | Reducidas |
|
| 247 |
HighTower Advisors
Chicago,
Illinois
| USD 1345 M | +USD 20.7 M | 22 | 6.5% | Aumentadas |
|
| 248 |
Dragoneer Investment Group
San Francisco,
California
| USD 1339 M | +USD 798 M | 3 | 30.09% | Aumentadas |
|
| 249 |
Boston Partners
Boston,
Massachusetts
| USD 1333 M | -USD 289 M | 13 | 2.43% | Reducidas |
|
| 250 |
Rockefeller Capital Management
New York
| USD 1303 M | -USD 80.8 M | 24 | 12.21% | Reducidas |
|