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 |
Comerica Bank
Dallas,
Texas
| USD 397 M | +USD 45.5 M | 10 | 3.51% | Aumentadas |
|
| 252 |
NWQ Investment Management Company
Los Angeles,
California
| USD 397 M | -USD 80.2 M | 2 | 4.36% | Reducidas |
|
| 253 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 395 M | +USD 2.92 M | 9 | 5.53% | Aumentadas |
|
| 254 |
Scharf Investments
Los Gatos,
California
| USD 390 M | +USD 32.4 M | 3 | 13.78% | Aumentadas |
|
| 255 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 387 M | +USD 2.68 M | 5 | 7.2% | Aumentadas |
|
| 256 |
DnB Asset Management
Oslo,
Norway
| USD 387 M | +USD 106 M | 7 | 8.51% | Aumentadas |
|
| 257 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 386 M | +USD 3 M | 4 | 2.32% | Aumentadas |
|
| 258 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 386 M | +USD 8.38 M | 11 | 3.52% | Aumentadas |
|
| 259 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 385 M | +USD 21.2 M | 4 | 5.6% | Aumentadas |
|
| 260 |
Suntrust Banks
Atlanta,
Georgia
| USD 385 M | -USD 34.6 M | 11 | 2.71% | Reducidas |
|
| 261 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 381 M | +USD 5.35 M | 9 | 4.51% | Aumentadas |
|
| 262 |
Farallon Capital Management
San Francisco,
California
| USD 381 M | -USD 112 M | 3 | 6.11% | Reducidas |
|
| 263 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 380 M | +USD 408 k | 8 | 4.72% | Aumentadas |
|
| 264 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 376 M | +USD 373 M | 6 | 7.63% | Nuevas |
|
| 265 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 376 M | +USD 111 M | 13 | 1.21% | Aumentadas |
|
| 266 |
Aristeia Capital
Greenwich,
Connecticut
| USD 375 M | +USD 389 M | 1 | 12.9% | Nuevas |
|
| 267 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 373 M | -USD 19.1 M | 4 | 8.5% | Reducidas |
|
| 268 |
HCM
Herndon Capital Management
Atlanta,
Georgia
| USD 373 M | -USD 15.8 M | 3 | 4.91% | Reducidas |
|
| 269 |
Polar Capital
London,
United Kingdom
| USD 372 M | +USD 3.61 M | 7 | 7.8% | Aumentadas |
|
| 270 |
GTP
Global Thematic Partners
New York
| USD 372 M | +USD 20.2 M | 2 | 5.62% | Aumentadas |
|
| 271 |
Stifel Financial
St. Louis,
Missouri
| USD 369 M | +USD 5.17 M | 11 | 3.24% | Aumentadas |
|
| 272 |
Aristotle Capital Management
Los Angeles,
California
| USD 366 M | +USD 15.5 M | 3 | 4.81% | Aumentadas |
|
| 273 |
Hexavest
Montreal,
Quebec, Canada
| USD 365 M | +USD 648 k | 3 | 5.55% | Aumentadas |
|
| 274 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 364 M | +USD 150 M | 3 | 7.23% | Aumentadas |
|
| 275 |
Bessemer Group
Woodbridge,
New Jersey
| USD 364 M | +USD 73.9 M | 12 | 2.06% | Aumentadas |
|