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 |
C WorldWide Group
Copenhagen,
Denmark
| USD 384 M | -USD 42.6 M | 2 | 5.49% | Reducidas |
|
| 252 |
Sound Shore Management
Greenwich,
Connecticut
| USD 380 M | -USD 146 M | 2 | 6.13% | Reducidas |
|
| 253 |
GAM Holding
Zurich,
Switzerland
| USD 380 M | +USD 540 k | 10 | 5.5% | Aumentadas |
|
| 254 |
M&T Bank
Buffalo,
New York
| USD 380 M | -USD 3.46 M | 11 | 2.29% | Reducidas |
|
| 255 |
Two Sigma Investments
New York
| USD 375 M | +USD 2.73 M | 11 | 1.75% | Aumentadas |
|
| 256 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 373 M | +USD 11.6 M | 10 | 3.25% | Aumentadas |
|
| 257 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 369 M | -USD 16.4 M | 5 | 4.82% | Reducidas |
|
| 258 |
Thomaspartners
Boston,
Massachusetts
| USD 368 M | +USD 8.63 M | 3 | 5.94% | Aumentadas |
|
| 259 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 367 M | -USD 61.8 M | 10 | 2.65% | Reducidas |
|
| 260 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
| USD 358 M | +USD 248 M | 6 | 7.57% | Aumentadas |
|
| 261 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 358 M | -USD 110 M | 4 | 8.44% | Reducidas |
|
| 262 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 355 M | -USD 67.2 M | 4 | 6.36% | Reducidas |
|
| 263 |
Tiger Global Management
New York
| USD 355 M | -USD 255 M | 3 | 3.63% | Reducidas |
|
| 264 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 353 M | -USD 24.7 M | 9 | 5% | Reducidas |
|
| 265 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 352 M | -USD 13.9 M | 6 | 7.07% | Reducidas |
|
| 266 |
Suntrust Banks
Atlanta,
Georgia
| USD 347 M | -USD 8.05 M | 8 | 2.23% | Reducidas |
|
| 267 |
Fayez Sarofim & Co
Houston,
Texas
| USD 345 M | -USD 18 M | 5 | 1.76% | Reducidas |
|
| 268 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 345 M | -USD 40.5 M | 1 | 10.06% | Reducidas |
|
| 269 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 343 M | +USD 24.2 M | 4 | 2.14% | Aumentadas |
|
| 270 |
John W. Bristol & Co
New York
| USD 342 M | -USD 52.8 M | 3 | 7.32% | Reducidas |
|
| 271 |
Farallon Capital Management
San Francisco,
California
| USD 339 M | +USD 33.5 M | 3 | 4.55% | Aumentadas |
|
| 272 |
Ruffer LLP
London,
United Kingdom
| USD 338 M | +USD 44.3 M | 4 | 14.71% | Aumentadas |
|
| 273 |
NWQ Investment Management Company
Los Angeles,
California
| USD 336 M | +USD 27.2 M | 4 | 4.64% | Aumentadas |
|
| 274 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 336 M | +USD 3 M | 9 | 5.85% | Aumentadas |
|
| 275 |
FI
Focused Investors
Los Angeles,
California
| USD 335 M | -USD 3.82 M | 2 | 11.64% | Reducidas |
|