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 |
Rainier Investment Management
Seattle,
Washington
| USD 352 M | -USD 54.6 M | 3 | 4.2% | Reducidas |
|
| 252 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 351 M | -USD 12.5 M | 9 | 4.14% | Reducidas |
|
| 253 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 351 M | -USD 8.11 M | 3 | 7.03% | Reducidas |
|
| 254 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 351 M | +USD 23.9 M | 6 | 1.72% | Aumentadas |
|
| 255 |
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 349 M | -USD 14 M | 2 | 29.76% | Reducidas |
|
| 256 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 348 M | +USD 49.7 M | 1 | 6.16% | Aumentadas |
|
| 257 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 348 M | -USD 5.55 M | 9 | 5.52% | Reducidas |
|
| 258 |
Mondrian Investment Partners
London,
United Kingdom
| USD 342 M | -USD 17.9 M | 3 | 5.02% | Reducidas |
|
| 259 |
Stifel Financial
St. Louis,
Missouri
| USD 341 M | +USD 331 M | 10 | 3.26% | Nuevas |
|
| 260 |
Hexavest
Montreal,
Quebec, Canada
| USD 340 M | -USD 7.23 M | 3 | 5.3% | Reducidas |
|
| 261 |
Alkeon Capital Management
New York
| USD 336 M | +USD 1.91 M | 2 | 5.66% | Aumentadas |
|
| 262 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 333 M | +USD 16.5 M | 9 | 6.62% | Aumentadas |
|
| 263 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 330 M | +USD 122 M | 2 | 6.94% | Aumentadas |
|
| 264 |
Scharf Investments
Los Gatos,
California
| USD 328 M | +USD 13.5 M | 3 | 14.57% | Aumentadas |
|
| 265 |
Highfields Capital Management
Boston,
Massachusetts
| USD 326 M | -USD 313 M | 1 | 2.73% | Reducidas |
|
| 266 |
Sarasin & Partners
London,
United Kingdom
| USD 325 M | -USD 5.93 M | 3 | 4.63% | Reducidas |
|
| 267 |
GAM Holding
Zurich,
Switzerland
| USD 325 M | +USD 35 M | 10 | 5.21% | Aumentadas |
|
| 268 |
Focused Investors
Los Angeles,
California
| USD 321 M | +USD 5.97 M | 2 | 12.7% | Aumentadas |
|
| 269 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 320 M | +USD 5.07 M | 9 | 6.24% | Aumentadas |
|
| 270 |
Aristotle Capital Management
Los Angeles,
California
| USD 314 M | +USD 55.3 M | 3 | 4.55% | Aumentadas |
|
| 271 |
Nuveen
Charlotte,
North Carolina
| USD 313 M | -USD 11.5 M | 9 | 1.88% | Reducidas |
|
| 272 |
Generation Investment Management
London,
United Kingdom
| USD 311 M | +USD 119 M | 2 | 5.57% | Aumentadas |
|
| 273 |
Fairpointe Capital
Chicago,
Illinois
| USD 311 M | -USD 100 M | 3 | 4.22% | Reducidas |
|
| 274 |
Tocqueville Asset Management
New York
| USD 310 M | -USD 10.2 M | 10 | 4.09% | Reducidas |
|
| 275 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 309 M | -USD 8.8 M | 9 | 6.51% | Reducidas |
|