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 1239 M | -USD 15.3 M | 21 | 9.71% | Reducidas |
|
| 252 |
Independent Franchise Partners
London,
United Kingdom
| USD 1221 M | -USD 396 M | 3 | 10.99% | Reducidas |
|
| 253 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 1197 M | -USD 233 M | 3 | 5.61% | Reducidas |
|
| 254 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1186 M | +USD 347 k | 3 | 18.25% | Aumentadas |
|
| 255 |
Carmignac Gestion
Paris,
France
| USD 1168 M | +USD 2.14 M | 5 | 19.45% | Aumentadas |
|
| 256 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 1166 M | +USD 98.1 M | 7 | 9.6% | Aumentadas |
|
| 257 |
M&G Investment Management
London,
United Kingdom
| USD 1149 M | +USD 4.59 M | 10 | 5.43% | Aumentadas |
|
| 258 |
Viking Global Investors
Stamford,
Connecticut
| USD 1149 M | -USD 1020 M | 3 | 5.39% | Reducidas |
|
| 259 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1146 M | -USD 1.1 M | 17 | 13.13% | Reducidas |
|
| 260 |
Första AP-fonden
Stockholm,
Sweden
| USD 1139 M | -USD 149 M | 12 | 13.39% | Reducidas |
|
| 261 |
Impax Asset Management Group
London,
United Kingdom
| USD 1132 M | -USD 5.86 M | 7 | 4.73% | Reducidas |
|
| 262 |
LSV Asset Management
Chicago,
Illinois
| USD 1132 M | -USD 116 M | 11 | 2.54% | Reducidas |
|
| 263 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 1126 M | +USD 40.6 M | 12 | 8.22% | Aumentadas |
|
| 264 |
Epoch Investment Partners
New York
| USD 1125 M | -USD 15.1 M | 8 | 6.69% | Reducidas |
|
| 265 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1119 M | -USD 79.8 M | 8 | 7.91% | Reducidas |
|
| 266 |
Sarasin & Partners
London,
United Kingdom
| USD 1114 M | +USD 37.6 M | 4 | 14.06% | Aumentadas |
|
| 267 |
Yacktman Asset Management
Austin,
Texas
| USD 1114 M | -USD 3.35 M | 3 | 11.01% | Reducidas |
|
| 268 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1105 M | -USD 57.3 M | 10 | 6.77% | Reducidas |
|
| 269 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1098 M | -USD 67.1 M | 10 | 13.43% | Reducidas |
|
| 270 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 1093 M | +USD 36.4 M | 31 | 1.53% | Aumentadas |
|
| 271 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 1082 M | -USD 178 M | 10 | 11.16% | Reducidas |
|
| 272 |
Acadian Asset Management
Boston,
Massachusetts
| USD 1080 M | -USD 6.68 M | 23 | 4.73% | Reducidas |
|
| 273 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1071 M | -USD 317 M | 6 | 3.86% | Reducidas |
|
| 274 |
Pershing Square Capital Management
New York
| USD 1066 M | +USD 989 M | 2 | 10.43% | Nuevas |
|
| 275 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 1058 M | -USD 171 M | 20 | 4.32% | Reducidas |
|