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 |
Polar Capital
London,
United Kingdom
| USD 570 M | -USD 447 k | 6 | 9.84% | Reducidas |
|
| 252 |
BRC
Blue Ridge Capital
New York
| USD 566 M | +USD 49.9 M | 2 | 6.71% | Aumentadas |
|
| 253 |
Rockefeller Financial Services
New York
| USD 564 M | -USD 27.4 M | 8 | 11.77% | Reducidas |
|
| 254 |
Axiom Investors
Greenwich,
Connecticut
| USD 553 M | +USD 79.4 M | 5 | 15.5% | Aumentadas |
|
| 255 |
Sarasin & Partners
London,
United Kingdom
| USD 547 M | +USD 23.8 M | 5 | 8.57% | Aumentadas |
|
| 256 |
Scharf Investments
Los Gatos,
California
| USD 526 M | -USD 13.8 M | 2 | 12.22% | Reducidas |
|
| 257 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 526 M | +USD 111 M | 4 | 3.68% | Aumentadas |
|
| 258 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 525 M | -USD 696 k | 13 | 4.35% | Reducidas |
|
| 259 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 525 M | +USD 3.88 M | 12 | 6.8% | Aumentadas |
|
| 260 |
Balyasny Asset Management
Chicago,
Illinois
| USD 523 M | -USD 7.39 M | 11 | 3.03% | Reducidas |
|
| 261 |
KBC Group
Brussels,
Belgium
| USD 517 M | +USD 56.6 M | 12 | 6.11% | Aumentadas |
|
| 262 |
IAM
Iridian Asset Management
Westport,
Connecticut
| USD 513 M | -USD 57.9 M | 1 | 4.48% | Reducidas |
|
| 263 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 509 M | -USD 357 M | 5 | 3.43% | Reducidas |
|
| 264 |
Natixis Advisors
Boston,
Massachusetts
| USD 507 M | +USD 16.8 M | 11 | 6.57% | Aumentadas |
|
| 265 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 507 M | +USD 5.02 M | 11 | 8.21% | Aumentadas |
|
| 266 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 503 M | +USD 111 M | 8 | 10.4% | Aumentadas |
|
| 267 |
Comerica Bank
Dallas,
Texas
| USD 503 M | +USD 13.1 M | 11 | 4.31% | Aumentadas |
|
| 268 |
Alleghany Corporation
New York
| USD 502 M | USD 0 | 2 | 18.09% | Mantenido |
|
| 269 |
M&T Bank
Buffalo,
New York
| USD 485 M | -USD 5.8 M | 13 | 3.09% | Reducidas |
|
| 270 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 484 M | +USD 6.13 M | 2 | 4.79% | Aumentadas |
|
| 271 |
PGGM Investments
Zeist,
Netherlands
| USD 481 M | -USD 100 M | 6 | 2.41% | Reducidas |
|
| 272 |
Texas Permanent School Fund
Austin,
Texas
| USD 481 M | -USD 26.4 M | 10 | 6.46% | Reducidas |
|
| 273 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 480 M | -USD 155 M | 10 | 5.31% | Reducidas |
|
| 274 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 475 M | -USD 301 M | 3 | 29.3% | Reducidas |
|
| 275 |
GAM Holding
Zurich,
Switzerland
| USD 474 M | -USD 66.6 M | 14 | 8.32% | Reducidas |
|