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 |
Polar Capital
London,
United Kingdom
| USD 362 M | +USD 155 M | 6 | 7.7% | Aumentadas |
|
| 252 |
GTP
Global Thematic Partners
New York
| USD 361 M | +USD 127 M | 2 | 5.53% | Aumentadas |
|
| 253 |
Orbis Holdings
Hamilton,
Bermuda
| USD 358 M | -USD 118 M | 2 | 2.95% | Reducidas |
|
| 254 |
Sarasin & Partners
London,
United Kingdom
| USD 351 M | +USD 12.7 M | 3 | 4.92% | Aumentadas |
|
| 255 |
Stifel Financial
St. Louis,
Missouri
| USD 348 M | +USD 6.29 M | 10 | 3.13% | Aumentadas |
|
| 256 |
Employees Retirement System of Texas
Austin,
Texas
| USD 348 M | -USD 26.3 M | 10 | 4.47% | Reducidas |
|
| 257 |
Hexavest
Montreal,
Quebec, Canada
| USD 347 M | +USD 7.45 M | 3 | 5.19% | Aumentadas |
|
| 258 |
Scharf Investments
Los Gatos,
California
| USD 345 M | +USD 22.6 M | 3 | 13.41% | Aumentadas |
|
| 259 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 343 M | -USD 239 M | 2 | 3.28% | Reducidas |
|
| 260 |
Aristotle Capital Management
Los Angeles,
California
| USD 340 M | +USD 25.4 M | 3 | 4.52% | Aumentadas |
|
| 261 |
Comerica Bank
Dallas,
Texas
| USD 338 M | -USD 147 M | 10 | 2.87% | Reducidas |
|
| 262 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 335 M | -USD 26.1 M | 2 | 33.48% | Reducidas |
|
| 263 |
EA
Euclid Advisors
Hartford,
Connecticut
| USD 333 M | -USD 86.1 M | 7 | 2.34% | Reducidas |
|
| 264 |
Tocqueville Asset Management
New York
| USD 322 M | +USD 7.97 M | 10 | 3.13% | Aumentadas |
|
| 265 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 322 M | +USD 2.12 M | 9 | 5.94% | Aumentadas |
|
| 266 |
Raymond James & Associates
St Petersburg,
Florida
| USD 321 M | +USD 28.7 M | 10 | 1.98% | Aumentadas |
|
| 267 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 318 M | -USD 14.8 M | 9 | 6.32% | Reducidas |
|
| 268 |
CI Global Investments
Oakland,
California
| USD 317 M | +USD 78 M | 5 | 8.08% | Aumentadas |
|
| 269 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 315 M | +USD 42.4 M | 3 | 2.46% | Aumentadas |
|
| 270 |
FI
Focused Investors
Los Angeles,
California
| USD 313 M | -USD 1.62 M | 2 | 11.75% | Reducidas |
|
| 271 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 312 M | -USD 33.2 M | 2 | 4.62% | Reducidas |
|
| 272 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 304 M | -USD 47.6 M | 6 | 1.41% | Reducidas |
|
| 273 |
Columbus Circle Investors
| USD 302 M | -USD 200 M | 3 | 2.06% | Reducidas |
|
| 274 |
GAM Holding
Zurich,
Switzerland
| USD 299 M | -USD 22.4 M | 9 | 4.54% | Reducidas |
|
| 275 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 298 M | +USD 67.7 M | 7 | 6.63% | Aumentadas |
|