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 |
Scharf Investments
Los Gatos,
California
| USD 392 M | +USD 21.5 M | 3 | 10.29% | Aumentadas |
|
| 252 |
Farallon Capital Management
San Francisco,
California
| USD 391 M | +USD 24.6 M | 2 | 5.17% | Aumentadas |
|
| 253 |
Fayez Sarofim & Co
Houston,
Texas
| USD 386 M | +USD 75.6 M | 5 | 2.23% | Aumentadas |
|
| 254 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 385 M | +USD 46 M | 5 | 10.96% | Aumentadas |
|
| 255 |
Findlay Park Partners
London,
United Kingdom
| USD 384 M | +USD 111 M | 2 | 4.27% | Aumentadas |
|
| 256 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 383 M | +USD 24.6 M | 10 | 2.81% | Aumentadas |
|
| 257 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 380 M | -USD 77.5 M | 4 | 9.89% | Reducidas |
|
| 258 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
| USD 379 M | -USD 3.7 M | 6 | 8.55% | Reducidas |
|
| 259 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 376 M | -USD 26.2 M | 5 | 14.3% | Reducidas |
|
| 260 |
Aristotle Capital Management
Los Angeles,
California
| USD 376 M | +USD 8.95 M | 2 | 4.69% | Aumentadas |
|
| 261 |
PointState Capital
New York
| USD 373 M | +USD 81.1 M | 3 | 10.43% | Aumentadas |
|
| 262 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 368 M | +USD 955 k | 9 | 5.62% | Aumentadas |
|
| 263 |
Comerica Bank
Dallas,
Texas
| USD 368 M | -USD 393 M | 9 | 3.48% | Reducidas |
|
| 264 |
DnB Asset Management
Oslo,
Norway
| USD 362 M | -USD 102 M | 9 | 9.04% | Reducidas |
|
| 265 |
Thomaspartners
Boston,
Massachusetts
| USD 361 M | +USD 16.7 M | 3 | 6.07% | Aumentadas |
|
| 266 |
Atalanta Sosnoff Capital
New York
| USD 353 M | +USD 50.9 M | 5 | 11.27% | Aumentadas |
|
| 267 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 351 M | +USD 208 k | 9 | 6.59% | Aumentadas |
|
| 268 |
Tocqueville Asset Management
New York
| USD 349 M | +USD 930 k | 8 | 4.66% | Aumentadas |
|
| 269 |
Balyasny Asset Management
Chicago,
Illinois
| USD 348 M | -USD 21.8 M | 6 | 2.57% | Reducidas |
|
| 270 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 346 M | +USD 29.9 M | 8 | 5.33% | Aumentadas |
|
| 271 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 346 M | -USD 313 M | 8 | 3.18% | Reducidas |
|
| 272 |
Suntrust Banks
Atlanta,
Georgia
| USD 346 M | -USD 7.26 M | 8 | 2.34% | Reducidas |
|
| 273 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 344 M | -USD 17.3 M | 5 | 7.89% | Reducidas |
|
| 274 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 343 M | +USD 11 M | 5 | 7.6% | Aumentadas |
|
| 275 |
Victory Capital Management
San Antonio,
Texas
| USD 342 M | -USD 105 M | 11 | 1.41% | Reducidas |
|