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 |
Commerce Bank
Kansas City,
Missouri
| USD 1215 M | -USD 25.8 M | 20 | 9.9% | Reducidas |
|
| 252 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1213 M | +USD 76.6 M | 2 | 25.47% | Aumentadas |
|
| 253 |
Cantillon Capital Management
New York
| USD 1187 M | +USD 27.9 M | 3 | 9.91% | Aumentadas |
|
| 254 |
Amalgamated Bank
New York
| USD 1184 M | -USD 42.2 M | 26 | 11.03% | Reducidas |
|
| 255 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 1177 M | +USD 1190 M | 10 | 8.91% | Aumentadas |
|
| 256 |
Creative Planning
Overland Park,
Kansas
| USD 1176 M | +USD 176 M | 26 | 1.94% | Aumentadas |
|
| 257 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1158 M | +USD 30.7 M | 13 | 8.97% | Aumentadas |
|
| 258 |
BlueSpruce Investments
Chicago,
Illinois
| USD 1157 M | +USD 75.1 M | 2 | 22.3% | Aumentadas |
|
| 259 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1152 M | -USD 64 M | 9 | 9.07% | Reducidas |
|
| 260 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 1150 M | +USD 67.1 M | 16 | 4.66% | Aumentadas |
|
| 261 |
ING Group
Amsterdam,
Netherlands
| USD 1139 M | -USD 153 M | 11 | 13.17% | Reducidas |
|
| 262 |
USS Investment Management
London,
United Kingdom
| USD 1137 M | -USD 46.7 M | 15 | 11.36% | Reducidas |
|
| 263 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1110 M | +USD 3.65 M | 18 | 13.64% | Aumentadas |
|
| 264 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1104 M | -USD 799 M | 8 | 32.8% | Reducidas |
|
| 265 |
Coatue Management
New York
| USD 1083 M | -USD 171 M | 5 | 13.1% | Reducidas |
|
| 266 |
Yacktman Asset Management
Austin,
Texas
| USD 1052 M | +USD 792 k | 3 | 10.92% | Aumentadas |
|
| 267 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 1044 M | -USD 290 M | 8 | 10.73% | Reducidas |
|
| 268 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 1030 M | +USD 9.34 M | 12 | 7.66% | Aumentadas |
|
| 269 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 1029 M | -USD 53.4 M | 16 | 16.88% | Reducidas |
|
| 270 |
PineBridge Investments
New York
| USD 1029 M | +USD 35.3 M | 19 | 12.95% | Aumentadas |
|
| 271 |
Första AP-fonden
Stockholm,
Sweden
| USD 1009 M | -USD 1.64 M | 14 | 13.13% | Reducidas |
|
| 272 |
M&G Investment Management
London,
United Kingdom
| USD 1006 M | +USD 138 M | 11 | 5.95% | Aumentadas |
|
| 273 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 997 M | +USD 52.4 M | 5 | 11.15% | Aumentadas |
|
| 274 |
Sarasin & Partners
London,
United Kingdom
| USD 987 M | -USD 80.7 M | 4 | 12.45% | Reducidas |
|
| 275 |
First Pacific Advisors
El Segundo,
California
| USD 978 M | +USD 99.1 M | 5 | 14.48% | Aumentadas |
|