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 |
Man Group
London,
United Kingdom
| USD 1930 M | -USD 212 M | 20 | 6.77% | Reducidas |
|
| 227 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 1919 M | +USD 177 M | 22 | 11.64% | Aumentadas |
|
| 228 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1908 M | -USD 173 M | 4 | 6.1% | Reducidas |
|
| 229 |
Osaic Holdings
Scottsdale,
Arizona
| USD 1898 M | +USD 93.6 M | 34 | 3.95% | Aumentadas |
|
| 230 |
D1 Capital Partners
New York
| USD 1884 M | -USD 681 M | 3 | 10.53% | Reducidas |
|
| 231 |
Rockefeller Capital Management
New York
| USD 1860 M | +USD 78.7 M | 27 | 9.77% | Aumentadas |
|
| 232 |
American International Group
New York
| USD 1849 M | -USD 469 M | 25 | 9.86% | Reducidas |
|
| 233 |
Apollo Management Holdings
New York
| USD 1843 M | USD 0 | 1 | 9.12% | Mantenido |
|
| 234 |
Jackson Square Partners
Larkspur,
California
| USD 1839 M | -USD 185 M | 4 | 11.66% | Reducidas |
|
| 235 |
Capitolis Advisors
New York
| USD 1835 M | +USD 658 M | 8 | 16.69% | Aumentadas |
|
| 236 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1793 M | -USD 123 M | 3 | 14.21% | Reducidas |
|
| 237 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 1758 M | +USD 62.8 M | 12 | 10.05% | Aumentadas |
|
| 238 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1755 M | -USD 79.1 M | 12 | 9.98% | Reducidas |
|
| 239 |
LSV Asset Management
Chicago,
Illinois
| USD 1731 M | -USD 38.5 M | 9 | 3.13% | Reducidas |
|
| 240 |
AIM
Allen Investment Management
New York
| USD 1699 M | -USD 37.9 M | 10 | 23.26% | Reducidas |
|
| 241 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1674 M | +USD 28.4 M | 12 | 11.27% | Aumentadas |
|
| 242 |
Boston Partners
Boston,
Massachusetts
| USD 1667 M | -USD 195 M | 12 | 2.11% | Reducidas |
|
| 243 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1643 M | -USD 125 M | 7 | 8% | Reducidas |
|
| 244 |
Third Point
New York
| USD 1626 M | +USD 171 M | 3 | 8.87% | Aumentadas |
|
| 245 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1614 M | -USD 17.1 M | 7 | 9.73% | Reducidas |
|
| 246 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1610 M | +USD 13 M | 14 | 10.95% | Aumentadas |
|
| 247 |
Vontobel Holding
Zurich,
Switzerland
| USD 1605 M | +USD 115 M | 21 | 14.16% | Aumentadas |
|
| 248 |
Longview Partners
St Peter Port,
Guernsey
| USD 1576 M | -USD 529 M | 2 | 9.94% | Reducidas |
|
| 249 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1574 M | +USD 26.8 M | 23 | 12.84% | Aumentadas |
|
| 250 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1563 M | +USD 40.5 M | 6 | 15.64% | Aumentadas |
|