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 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 482 M | +USD 73.2 M | 13 | 4.61% | Aumentadas |
|
| 252 |
International Value Advisers
| USD 480 M | -USD 63.3 M | 4 | 13.89% | Reducidas |
|
| 253 |
Alleghany Corporation
New York
| USD 478 M | +USD 92 M | 2 | 17.63% | Aumentadas |
|
| 254 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 471 M | +USD 58.2 M | 9 | 4.27% | Aumentadas |
|
| 255 |
Aristotle Capital Management
Los Angeles,
California
| USD 471 M | +USD 13.9 M | 2 | 5.46% | Aumentadas |
|
| 256 |
Stifel Financial
St. Louis,
Missouri
| USD 466 M | -USD 239 M | 11 | 2.48% | Reducidas |
|
| 257 |
Comerica Bank
Dallas,
Texas
| USD 463 M | +USD 10.8 M | 11 | 4.14% | Aumentadas |
|
| 258 |
Findlay Park Partners
London,
United Kingdom
| USD 463 M | -USD 38.6 M | 1 | 5.26% | Reducidas |
|
| 259 |
M&T Bank
Buffalo,
New York
| USD 462 M | -USD 17.1 M | 13 | 3.13% | Reducidas |
|
| 260 |
Sarasin & Partners
London,
United Kingdom
| USD 462 M | -USD 18.3 M | 5 | 7.53% | Reducidas |
|
| 261 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 456 M | +USD 5.04 M | 12 | 6.56% | Aumentadas |
|
| 262 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 454 M | -USD 45.2 M | 2 | 4.72% | Reducidas |
|
| 263 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 451 M | -USD 41.9 M | 6 | 8.92% | Reducidas |
|
| 264 |
Two Sigma Advisers
New York
| USD 448 M | +USD 98.5 M | 16 | 2.51% | Aumentadas |
|
| 265 |
Appaloosa LP
Short Hills,
New Jersey
| USD 447 M | +USD 430 M | 1 | 7.91% | Nuevas |
|
| 266 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
| USD 447 M | -USD 6.7 M | 8 | 9.4% | Reducidas |
|
| 267 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 444 M | +USD 2.01 M | 11 | 5.78% | Aumentadas |
|
| 268 |
Suntrust Banks
Atlanta,
Georgia
| USD 443 M | -USD 5.28 M | 9 | 2.74% | Reducidas |
|
| 269 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 442 M | +USD 1.24 M | 12 | 7.47% | Aumentadas |
|
| 270 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 441 M | +USD 19.9 M | 7 | 3.9% | Aumentadas |
|
| 271 |
SCM
Steadfast Capital Management
New York
| USD 435 M | -USD 105 M | 3 | 10.44% | Reducidas |
|
| 272 |
Fundsmith LLP
London,
United Kingdom
| USD 434 M | +USD 17.2 M | 1 | 9.35% | Aumentadas |
|
| 273 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 433 M | +USD 17.6 M | 13 | 5.49% | Aumentadas |
|
| 274 |
DnB Asset Management
Oslo,
Norway
| USD 432 M | -USD 52.7 M | 10 | 9.03% | Reducidas |
|
| 275 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 432 M | -USD 7.06 M | 4 | 11.44% | Reducidas |
|