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 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 689 M | -USD 244 M | 6 | 9.87% | Reducidas |
|
| 252 |
ClariVest Asset Management
San Diego,
California
| USD 686 M | +USD 109 M | 10 | 11.8% | Aumentadas |
|
| 253 |
TPI
Tesco Pension Investment
London,
United Kingdom
| USD 680 M | -USD 16.7 M | 4 | 18.02% | Reducidas |
|
| 254 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 676 M | -USD 95.3 M | 7 | 9.08% | Reducidas |
|
| 255 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 658 M | +USD 9.9 M | 2 | 5.98% | Aumentadas |
|
| 256 |
Cantillon Capital Management
New York
| USD 655 M | -USD 44.8 M | 2 | 7.76% | Reducidas |
|
| 257 |
Nuveen
Charlotte,
North Carolina
| USD 655 M | -USD 16.5 M | 14 | 4.19% | Reducidas |
|
| 258 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 651 M | +USD 12 M | 3 | 7.63% | Aumentadas |
|
| 259 |
CBT
Capital Bank & Trust
Irvine,
California
| USD 649 M | -USD 37.8 M | 13 | 8.88% | Reducidas |
|
| 260 |
Moore Capital Management
New York
| USD 647 M | -USD 55.8 M | 7 | 11.78% | Reducidas |
|
| 261 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 645 M | -USD 7.76 M | 2 | 3.96% | Reducidas |
|
| 262 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 641 M | +USD 21 M | 5 | 5.3% | Aumentadas |
|
| 263 |
Numeric Investors
Boston,
Massachusetts
| USD 640 M | -USD 37.5 M | 12 | 4.65% | Reducidas |
|
| 264 |
Meritage Group
San Francisco,
California
| USD 637 M | -USD 362 k | 3 | 10.71% | Reducidas |
|
| 265 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 636 M | +USD 191 M | 4 | 29.45% | Aumentadas |
|
| 266 |
Harding Loevner
Bridgewater,
New Jersey
| USD 632 M | +USD 123 M | 6 | 3.59% | Aumentadas |
|
| 267 |
M&T Bank
Buffalo,
New York
| USD 631 M | +USD 1.53 M | 14 | 3.31% | Aumentadas |
|
| 268 |
SCM
Steadfast Capital Management
New York
| USD 624 M | -USD 11.1 M | 2 | 9.76% | Reducidas |
|
| 269 |
Manning & Napier Group
Fairport,
New York
| USD 622 M | +USD 605 M | 7 | 5.59% | Nuevas |
|
| 270 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 620 M | +USD 13.9 M | 14 | 3.88% | Aumentadas |
|
| 271 |
Silver Lake Group
Menlo Park,
California
| USD 619 M | USD 0 | 1 | 16.52% | Mantenido |
|
| 272 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 617 M | -USD 5.51 M | 5 | 3.59% | Reducidas |
|
| 273 |
WCM Investment Management
Laguna Beach,
California
| USD 612 M | +USD 14.2 M | 3 | 6.93% | Aumentadas |
|
| 274 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 612 M | -USD 487 k | 10 | 4.33% | Reducidas |
|
| 275 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 596 M | +USD 91.4 M | 11 | 9.03% | Aumentadas |
|