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 |
Rathbones Group
Liverpool,
United Kingdom
| USD 1075 M | +USD 20.2 M | 9 | 12.11% | Aumentadas |
|
| 252 |
NMO
Newlands Management Operations
Dallas,
Texas
| USD 1071 M | +USD 1158 M | 6 | 28.18% | Nuevas |
|
| 253 |
Amalgamated Bank
New York
| USD 1069 M | -USD 1.17 M | 26 | 9.53% | Reducidas |
|
| 254 |
Creative Planning
Overland Park,
Kansas
| USD 1069 M | +USD 72 M | 24 | 1.61% | Aumentadas |
|
| 255 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 1068 M | -USD 353 k | 25 | 10.31% | Reducidas |
|
| 256 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 1058 M | -USD 96.5 M | 9 | 11.27% | Reducidas |
|
| 257 |
Commerce Bank
Kansas City,
Missouri
| USD 1055 M | -USD 14 M | 20 | 8.57% | Reducidas |
|
| 258 |
Findlay Park Partners
London,
United Kingdom
| USD 1053 M | -USD 380 M | 3 | 11.46% | Reducidas |
|
| 259 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 1052 M | +USD 200 M | 17 | 8.04% | Aumentadas |
|
| 260 |
Laurion Capital Management
New York
| USD 1045 M | +USD 349 M | 8 | 4.88% | Aumentadas |
|
| 261 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1019 M | +USD 39.9 M | 9 | 7.86% | Aumentadas |
|
| 262 |
Epoch Investment Partners
New York
| USD 1018 M | -USD 112 M | 8 | 6.07% | Reducidas |
|
| 263 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1007 M | -USD 12.5 M | 10 | 6.81% | Reducidas |
|
| 264 |
Cantillon Capital Management
New York
| USD 1002 M | -USD 21 M | 3 | 8.49% | Reducidas |
|
| 265 |
Carmignac Gestion
Paris,
France
| USD 995 M | +USD 52.2 M | 5 | 17.98% | Aumentadas |
|
| 266 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 987 M | +USD 6.4 M | 3 | 16.42% | Aumentadas |
|
| 267 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 981 M | -USD 41.2 M | 10 | 12.12% | Reducidas |
|
| 268 |
M&G Investment Management
London,
United Kingdom
| USD 965 M | +USD 40.5 M | 12 | 4.79% | Aumentadas |
|
| 269 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 958 M | -USD 3.98 M | 16 | 11.85% | Reducidas |
|
| 270 |
Impax Asset Management Group
London,
United Kingdom
| USD 949 M | +USD 146 M | 7 | 4.25% | Aumentadas |
|
| 271 |
Yacktman Asset Management
Austin,
Texas
| USD 945 M | -USD 5.96 M | 3 | 9.42% | Reducidas |
|
| 272 |
Acadian Asset Management
Boston,
Massachusetts
| USD 943 M | -USD 214 M | 22 | 4.65% | Reducidas |
|
| 273 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 908 M | -USD 11.1 M | 10 | 6.98% | Reducidas |
|
| 274 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 901 M | -USD 154 M | 8 | 9.22% | Reducidas |
|
| 275 |
WCM Investment Management
Laguna Beach,
California
| USD 901 M | +USD 93.4 M | 4 | 3.01% | Aumentadas |
|