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 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 571 M | +USD 175 M | 6 | 4.64% | Aumentadas |
|
| 252 |
ProShare Advisors
Bethesda,
Maryland
| USD 569 M | -USD 15.9 M | 10 | 5.95% | Reducidas |
|
| 253 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 567 M | -USD 5.62 M | 6 | 3.59% | Reducidas |
|
| 254 |
Comerica Bank
Dallas,
Texas
| USD 567 M | +USD 788 k | 13 | 4.3% | Aumentadas |
|
| 255 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 564 M | +USD 9.03 M | 11 | 8.24% | Aumentadas |
|
| 256 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 557 M | +USD 132 M | 5 | 9.01% | Aumentadas |
|
| 257 |
M&T Bank
Buffalo,
New York
| USD 545 M | +USD 12.4 M | 12 | 3.29% | Aumentadas |
|
| 258 |
Egerton Capital (UK)
London,
United Kingdom
| USD 542 M | -USD 300 M | 2 | 5.87% | Reducidas |
|
| 259 |
Axiom Investors
Greenwich,
Connecticut
| USD 541 M | -USD 23.4 M | 5 | 13.87% | Reducidas |
|
| 260 |
Scharf Investments
Los Gatos,
California
| USD 541 M | -USD 32.2 M | 2 | 12.94% | Reducidas |
|
| 261 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 540 M | -USD 23.3 M | 2 | 5.26% | Reducidas |
|
| 262 |
TPI
Tesco Pension Investment
London,
United Kingdom
| USD 538 M | +USD 15.6 M | 4 | 17.77% | Aumentadas |
|
| 263 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 537 M | +USD 11.1 M | 9 | 4.34% | Aumentadas |
|
| 264 |
Glenview Capital Management
New York
| USD 537 M | -USD 110 M | 1 | 3.56% | Reducidas |
|
| 265 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 533 M | -USD 28.9 M | 11 | 9.96% | Reducidas |
|
| 266 |
Third Point
New York
| USD 528 M | +USD 164 M | 2 | 5.15% | Aumentadas |
|
| 267 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 520 M | +USD 662 k | 3 | 28.06% | Aumentadas |
|
| 268 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 519 M | +USD 38.4 M | 6 | 11.16% | Aumentadas |
|
| 269 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 514 M | -USD 181 M | 2 | 4.77% | Reducidas |
|
| 270 |
Texas Permanent School Fund
Austin,
Texas
| USD 498 M | -USD 13.2 M | 10 | 6.5% | Reducidas |
|
| 271 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 498 M | +USD 6.31 M | 1 | 8.27% | Aumentadas |
|
| 272 |
Farallon Capital Management
San Francisco,
California
| USD 493 M | -USD 36.3 M | 2 | 5.41% | Reducidas |
|
| 273 |
Columbus Circle Investors
| USD 491 M | -USD 165 M | 4 | 6.91% | Reducidas |
|
| 274 |
GAM Holding
Zurich,
Switzerland
| USD 490 M | +USD 2.44 M | 13 | 7.75% | Aumentadas |
|
| 275 |
Natixis
Paris,
France
| USD 490 M | -USD 110 M | 9 | 6.11% | Reducidas |
|