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 |
Nikko Asset Management Americas
New York
| USD 1627 M | +USD 15.9 M | 7 | 6.37% | Aumentadas |
|
| 252 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1614 M | +USD 78.4 M | 12 | 10.94% | Aumentadas |
|
| 253 |
BAMCO Inc
New York
| USD 1602 M | -USD 43 M | 9 | 3.67% | Reducidas |
|
| 254 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1601 M | -USD 136 M | 8 | 9.59% | Reducidas |
|
| 255 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1555 M | +USD 120 M | 14 | 10.65% | Aumentadas |
|
| 256 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1513 M | -USD 74.4 M | 14 | 13.86% | Reducidas |
|
| 257 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1511 M | -USD 27.1 M | 17 | 7.81% | Reducidas |
|
| 258 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1510 M | -USD 8.61 M | 23 | 12.28% | Reducidas |
|
| 259 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1475 M | +USD 56.2 M | 6 | 14.58% | Aumentadas |
|
| 260 |
Two Sigma Advisers
New York
| USD 1462 M | -USD 780 M | 17 | 3.86% | Reducidas |
|
| 261 |
Troy Asset Management
London,
United Kingdom
| USD 1461 M | +USD 32.6 M | 2 | 24.93% | Aumentadas |
|
| 262 |
M&T Bank
Buffalo,
New York
| USD 1455 M | -USD 76.1 M | 17 | 6.39% | Reducidas |
|
| 263 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1454 M | +USD 318 M | 2 | 32.13% | Aumentadas |
|
| 264 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1445 M | -USD 64.5 M | 9 | 14.84% | Reducidas |
|
| 265 |
Commerce Bank
Kansas City,
Missouri
| USD 1432 M | +USD 5.82 M | 16 | 10.16% | Aumentadas |
|
| 266 |
Third Point
New York
| USD 1421 M | +USD 79.7 M | 3 | 8.32% | Aumentadas |
|
| 267 |
Rathbones Group
Liverpool,
United Kingdom
| USD 1416 M | +USD 36 M | 9 | 15.73% | Aumentadas |
|
| 268 |
Cantillon Capital Management
New York
| USD 1390 M | +USD 78.7 M | 3 | 9.36% | Aumentadas |
|
| 269 |
Carmignac Gestion
Paris,
France
| USD 1377 M | -USD 25.6 M | 6 | 15.96% | Reducidas |
|
| 270 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 1340 M | +USD 701 M | 5 | 8.47% | Aumentadas |
|
| 271 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 1335 M | +USD 28.6 M | 5 | 11.28% | Aumentadas |
|
| 272 |
Epoch Investment Partners
New York
| USD 1334 M | -USD 548 M | 7 | 7.16% | Reducidas |
|
| 273 |
MUFG Securities EMEA
London,
United Kingdom
| USD 1332 M | +USD 212 M | 9 | 12.65% | Aumentadas |
|
| 274 |
TCW Group
Los Angeles,
California
| USD 1328 M | +USD 15.2 M | 11 | 11.51% | Aumentadas |
|
| 275 |
Genesis Investment Management
London,
United Kingdom
| USD 1327 M | -USD 5.27 M | 2 | 39.3% | Reducidas |
|