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 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1556 M | -USD 32.9 M | 16 | 8.06% | Reducidas |
|
| 252 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1552 M | -USD 1.04 M | 14 | 14.32% | Reducidas |
|
| 253 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1530 M | +USD 48.1 M | 2 | 34.13% | Aumentadas |
|
| 254 |
Troy Asset Management
London,
United Kingdom
| USD 1514 M | -USD 44 M | 2 | 28.59% | Reducidas |
|
| 255 |
Commerce Bank
Kansas City,
Missouri
| USD 1508 M | +USD 33.4 M | 17 | 10.67% | Aumentadas |
|
| 256 |
Epoch Investment Partners
New York
| USD 1497 M | +USD 134 M | 8 | 8.31% | Aumentadas |
|
| 257 |
USS Investment Management
London,
United Kingdom
| USD 1493 M | -USD 601 M | 15 | 12.6% | Reducidas |
|
| 258 |
M&T Bank
Buffalo,
New York
| USD 1486 M | -USD 2.4 M | 17 | 6.69% | Reducidas |
|
| 259 |
Cantillon Capital Management
New York
| USD 1471 M | -USD 25.4 M | 3 | 10.03% | Reducidas |
|
| 260 |
Rathbones Group
Liverpool,
United Kingdom
| USD 1464 M | +USD 21 M | 9 | 15.75% | Aumentadas |
|
| 261 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1464 M | -USD 21 M | 9 | 15.27% | Reducidas |
|
| 262 |
BAMCO Inc
New York
| USD 1435 M | -USD 9.7 M | 9 | 3.25% | Reducidas |
|
| 263 |
Carmignac Gestion
Paris,
France
| USD 1433 M | +USD 55.7 M | 7 | 17.9% | Aumentadas |
|
| 264 |
PGGM Investments
Zeist,
Netherlands
| USD 1354 M | +USD 31.5 M | 9 | 6.99% | Aumentadas |
|
| 265 |
Yacktman Asset Management
Austin,
Texas
| USD 1349 M | -USD 25.1 M | 3 | 12.98% | Reducidas |
|
| 266 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1340 M | +USD 12.9 M | 16 | 13.28% | Aumentadas |
|
| 267 |
Sarasin & Partners
London,
United Kingdom
| USD 1337 M | +USD 46.4 M | 5 | 13.49% | Aumentadas |
|
| 268 |
Guggenheim Capital
Chicago,
Illinois
| USD 1334 M | +USD 39.4 M | 18 | 8.01% | Aumentadas |
|
| 269 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1330 M | +USD 182 M | 15 | 7.82% | Aumentadas |
|
| 270 |
TCW Group
Los Angeles,
California
| USD 1324 M | -USD 12.6 M | 9 | 3.41% | Reducidas |
|
| 271 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 1315 M | -USD 2225 M | 10 | 9.64% | Reducidas |
|
| 272 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 1307 M | +USD 82.1 M | 4 | 19.1% | Aumentadas |
|
| 273 |
Parallax Volatility Advisers
San Francisco,
California
| USD 1295 M | +USD 78.4 M | 15 | 0.98% | Aumentadas |
|
| 274 |
Första AP-fonden
Stockholm,
Sweden
| USD 1291 M | +USD 58.4 M | 14 | 14.64% | Aumentadas |
|
| 275 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 1290 M | -USD 20.6 M | 15 | 18.7% | Reducidas |
|