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 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 389 M | +USD 24.7 M | 1 | 11.75% | Aumentadas |
|
| 252 |
Maverick Capital
Dallas,
Texas
| USD 387 M | -USD 517 k | 2 | 6.23% | Reducidas |
|
| 253 |
Natixis
Paris,
France
| USD 387 M | +USD 129 M | 7 | 5.32% | Aumentadas |
|
| 254 |
GTP
Global Thematic Partners
New York
| USD 385 M | -USD 98.7 M | 2 | 5.77% | Reducidas |
|
| 255 |
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 385 M | -USD 24 M | 5 | 6.74% | Reducidas |
|
| 256 |
GAM Holding
Zurich,
Switzerland
| USD 380 M | +USD 28.3 M | 10 | 5.69% | Aumentadas |
|
| 257 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 380 M | -USD 15.2 M | 3 | 8.74% | Reducidas |
|
| 258 |
Soros Fund Management
New York
| USD 377 M | +USD 11.3 M | 2 | 3.71% | Aumentadas |
|
| 259 |
M&T Bank
Buffalo,
New York
| USD 377 M | -USD 1.4 M | 11 | 2.35% | Reducidas |
|
| 260 |
Aristotle Capital Management
Los Angeles,
California
| USD 377 M | +USD 9.45 M | 3 | 4.68% | Aumentadas |
|
| 261 |
Bessemer Group
Woodbridge,
New Jersey
| USD 374 M | -USD 18.7 M | 10 | 1.89% | Reducidas |
|
| 262 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 373 M | -USD 15.2 M | 5 | 4.91% | Reducidas |
|
| 263 |
John W. Bristol & Co
New York
| USD 370 M | -USD 39.1 M | 3 | 7.4% | Reducidas |
|
| 264 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 368 M | -USD 836 k | 9 | 5.07% | Reducidas |
|
| 265 |
Comerica Bank
Dallas,
Texas
| USD 367 M | -USD 382 M | 10 | 3.11% | Reducidas |
|
| 266 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 366 M | +USD 52.1 M | 7 | 5.29% | Aumentadas |
|
| 267 |
Fayez Sarofim & Co
Houston,
Texas
| USD 364 M | -USD 2.98 M | 5 | 1.79% | Reducidas |
|
| 268 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 362 M | +USD 14.9 M | 6 | 6.92% | Aumentadas |
|
| 269 |
Aperio Group
Sausalito,
California
| USD 360 M | +USD 38.4 M | 10 | 4.03% | Aumentadas |
|
| 270 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 356 M | -USD 10.1 M | 10 | 3.08% | Reducidas |
|
| 271 |
Thomaspartners
Boston,
Massachusetts
| USD 355 M | +USD 30 M | 3 | 5.77% | Aumentadas |
|
| 272 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 353 M | +USD 14.4 M | 9 | 1.34% | Aumentadas |
|
| 273 |
KBC Group
Brussels,
Belgium
| USD 353 M | -USD 148 M | 10 | 4.51% | Reducidas |
|
| 274 |
Scharf Investments
Los Gatos,
California
| USD 352 M | +USD 58.7 M | 3 | 9.76% | Aumentadas |
|
| 275 |
Suntrust Banks
Atlanta,
Georgia
| USD 348 M | +USD 21.5 M | 8 | 2.23% | Aumentadas |
|