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 | |
|---|---|---|---|---|---|---|---|
| 251 |
Independent Franchise Partners
London,
United Kingdom
| USD 310 M | +USD 32.7 M | 1 | 5.25% | Aumentadas |
|
| 252 |
Levin Capital Strategies
New York
| USD 308 M | +USD 91.1 M | 5 | 5.25% | Aumentadas |
|
| 253 |
Orbis Holdings
Hamilton,
Bermuda
| USD 307 M | -USD 105 M | 1 | 2.3% | Reducidas |
|
| 254 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 306 M | +USD 11.9 M | 10 | 5.38% | Aumentadas |
|
| 255 |
Alkeon Capital Management
New York
| USD 304 M | -USD 167 M | 3 | 5.92% | Reducidas |
|
| 256 |
Fairpointe Capital
Chicago,
Illinois
| USD 303 M | -USD 15.6 M | 3 | 5.1% | Reducidas |
|
| 257 |
Victory Capital Management
San Antonio,
Texas
| USD 295 M | +USD 294 M | 6 | 2.11% | Nuevas |
|
| 258 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 294 M | +USD 38 M | 4 | 7.1% | Aumentadas |
|
| 259 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 290 M | -USD 20.6 M | 9 | 6.25% | Reducidas |
|
| 260 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 289 M | -USD 5.84 M | 9 | 6.27% | Reducidas |
|
| 261 |
Brandes Investment Partners
La Jolla,
California
| USD 289 M | -USD 4.52 M | 3 | 3.72% | Reducidas |
|
| 262 |
Glenview Capital Management
New York
| USD 288 M | +USD 81.9 M | 1 | 2.43% | Aumentadas |
|
| 263 |
Hexavest
Montreal,
Quebec, Canada
| USD 288 M | +USD 25.2 M | 4 | 4.32% | Aumentadas |
|
| 264 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 286 M | +USD 50.9 M | 4 | 1.67% | Aumentadas |
|
| 265 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 284 M | -USD 5.24 M | 2 | 9.31% | Reducidas |
|
| 266 |
Maverick Capital
Dallas,
Texas
| USD 283 M | -USD 112 M | 2 | 3.84% | Reducidas |
|
| 267 |
Los Angeles Capital Management
Los Angeles,
California
| USD 282 M | +USD 18.5 M | 6 | 3.48% | Aumentadas |
|
| 268 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 281 M | -USD 88.6 M | 8 | 3.19% | Reducidas |
|
| 269 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 275 M | +USD 4.69 M | 2 | 2.07% | Aumentadas |
|
| 270 |
MCM
Mason Capital Management
New York
| USD 274 M | -USD 110 M | 1 | 5.18% | Reducidas |
|
| 271 |
Mondrian Investment Partners
London,
United Kingdom
| USD 273 M | +USD 87.3 M | 3 | 4.02% | Aumentadas |
|
| 272 |
Eagle Asset Management
St Petersburg,
Florida
| USD 272 M | +USD 164 M | 5 | 1.35% | Aumentadas |
|
| 273 |
Focused Investors
Los Angeles,
California
| USD 267 M | +USD 22.2 M | 2 | 11.47% | Aumentadas |
|
| 274 |
Tocqueville Asset Management
New York
| USD 267 M | +USD 25.1 M | 8 | 3.32% | Aumentadas |
|
| 275 |
Sarasin & Partners
London,
United Kingdom
| USD 264 M | -USD 297 M | 3 | 4.03% | Reducidas |
|