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 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1115 M | -USD 140 M | 5 | 7.31% | Reducidas |
|
| 252 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 1114 M | +USD 52 M | 16 | 4.89% | Aumentadas |
|
| 253 |
Boston Partners
Boston,
Massachusetts
| USD 1113 M | -USD 560 M | 9 | 1.63% | Reducidas |
|
| 254 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 1107 M | -USD 378 M | 28 | 5.94% | Reducidas |
|
| 255 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1086 M | -USD 64 M | 10 | 13.57% | Reducidas |
|
| 256 |
Cantillon Capital Management
New York
| USD 1075 M | +USD 28 M | 3 | 9.74% | Aumentadas |
|
| 257 |
Creative Planning
Overland Park,
Kansas
| USD 1065 M | -USD 36.5 M | 26 | 1.84% | Reducidas |
|
| 258 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1062 M | -USD 13.2 M | 9 | 8.43% | Reducidas |
|
| 259 |
Two Sigma Investments
New York
| USD 1047 M | -USD 203 M | 24 | 3.56% | Reducidas |
|
| 260 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1043 M | -USD 50.2 M | 13 | 8.25% | Reducidas |
|
| 261 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1031 M | +USD 280 k | 17 | 13.42% | Aumentadas |
|
| 262 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1028 M | -USD 1.61 M | 3 | 17.78% | Reducidas |
|
| 263 |
Första AP-fonden
Stockholm,
Sweden
| USD 999 M | +USD 66.9 M | 14 | 12.22% | Aumentadas |
|
| 264 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 981 M | +USD 33.5 M | 13 | 7.93% | Aumentadas |
|
| 265 |
Point72 Asset Management
Stamford,
Connecticut
| USD 965 M | +USD 667 M | 11 | 3.86% | Aumentadas |
|
| 266 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 961 M | +USD 11.4 M | 16 | 17.45% | Aumentadas |
|
| 267 |
WCM Investment Management
Laguna Beach,
California
| USD 950 M | +USD 465 M | 4 | 3.41% | Aumentadas |
|
| 268 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 949 M | -USD 900 M | 18 | 3.02% | Reducidas |
|
| 269 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 945 M | +USD 66.8 M | 31 | 1.65% | Aumentadas |
|
| 270 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 942 M | -USD 60.5 M | 8 | 10.75% | Reducidas |
|
| 271 |
Yacktman Asset Management
Austin,
Texas
| USD 939 M | +USD 167 k | 3 | 10.23% | Aumentadas |
|
| 272 |
TCW Group
Los Angeles,
California
| USD 931 M | +USD 11.4 M | 9 | 13.62% | Aumentadas |
|
| 273 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 928 M | -USD 260 M | 14 | 11.68% | Reducidas |
|
| 274 |
PineBridge Investments
New York
| USD 925 M | -USD 24.8 M | 17 | 11.94% | Reducidas |
|
| 275 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 924 M | +USD 145 M | 19 | 5.38% | Aumentadas |
|