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 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1629 M | -USD 62.2 M | 4 | 26.34% | Reducidas |
|
| 227 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1625 M | -USD 274 M | 3 | 20.41% | Reducidas |
|
| 228 |
WCM Investment Management
Laguna Beach,
California
| USD 1621 M | +USD 348 M | 4 | 4.84% | Aumentadas |
|
| 229 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 1615 M | -USD 9.6 M | 25 | 11.84% | Reducidas |
|
| 230 |
MetLife Investment Management
Whippany,
New Jersey
| USD 1599 M | -USD 14.6 M | 26 | 11.65% | Reducidas |
|
| 231 |
Renaissance Technologies
New York
| USD 1580 M | -USD 817 M | 34 | 2.28% | Reducidas |
|
| 232 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1575 M | +USD 61.4 M | 23 | 12.79% | Aumentadas |
|
| 233 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 1571 M | +USD 12.9 M | 16 | 6.02% | Aumentadas |
|
| 234 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1569 M | -USD 116 M | 7 | 9.33% | Reducidas |
|
| 235 |
AIM
Allen Investment Management
New York
| USD 1558 M | -USD 32.4 M | 11 | 22.93% | Reducidas |
|
| 236 |
Creative Planning
Overland Park,
Kansas
| USD 1557 M | +USD 32.5 M | 25 | 2.07% | Aumentadas |
|
| 237 |
Rathbones Group
Liverpool,
United Kingdom
| USD 1547 M | -USD 11.3 M | 9 | 14.44% | Reducidas |
|
| 238 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1530 M | -USD 338 M | 14 | 11.06% | Reducidas |
|
| 239 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 1517 M | +USD 256 M | 23 | 5.29% | Aumentadas |
|
| 240 |
Amalgamated Bank
New York
| USD 1491 M | -USD 25.9 M | 27 | 12.06% | Reducidas |
|
| 241 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 1490 M | -USD 251 M | 2 | 13.66% | Reducidas |
|
| 242 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1487 M | +USD 846 M | 4 | 27.59% | Aumentadas |
|
| 243 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1483 M | -USD 92.2 M | 5 | 16.13% | Reducidas |
|
| 244 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 1474 M | -USD 20.6 M | 16 | 10.12% | Reducidas |
|
| 245 |
Third Point
New York
| USD 1469 M | +USD 375 M | 4 | 21.52% | Aumentadas |
|
| 246 |
Commerce Bank
Kansas City,
Missouri
| USD 1467 M | -USD 5.26 M | 20 | 10.97% | Reducidas |
|
| 247 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1466 M | -USD 545 M | 3 | 5.44% | Reducidas |
|
| 248 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 1460 M | +USD 509 M | 10 | 6.36% | Aumentadas |
|
| 249 |
Farallon Capital Management
San Francisco,
California
| USD 1443 M | -USD 152 M | 4 | 7.24% | Reducidas |
|
| 250 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 1434 M | -USD 57.6 M | 14 | 19.41% | Reducidas |
|