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 |
Boston Partners
Boston,
Massachusetts
| USD 1431 M | -USD 258 M | 7 | 1.93% | Reducidas |
|
| 252 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1431 M | -USD 160 M | 20 | 9.61% | Reducidas |
|
| 253 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1426 M | -USD 1098 M | 2 | 27.48% | Reducidas |
|
| 254 |
Balyasny Asset Management
Chicago,
Illinois
| USD 1405 M | +USD 501 M | 22 | 3.09% | Aumentadas |
|
| 255 |
Pershing Square Capital Management
New York
| USD 1396 M | +USD 151 M | 2 | 12.91% | Aumentadas |
|
| 256 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1368 M | +USD 4.29 M | 8 | 8.69% | Aumentadas |
|
| 257 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 1367 M | +USD 183 M | 3 | 14.18% | Aumentadas |
|
| 258 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1363 M | -USD 121 M | 5 | 7.96% | Reducidas |
|
| 259 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1359 M | -USD 109 k | 15 | 7.72% | Reducidas |
|
| 260 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 1358 M | +USD 14.6 M | 8 | 9.87% | Aumentadas |
|
| 261 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1355 M | -USD 6.18 M | 16 | 14.48% | Reducidas |
|
| 262 |
Första AP-fonden
Stockholm,
Sweden
| USD 1353 M | -USD 2.86 M | 14 | 14.57% | Reducidas |
|
| 263 |
Sarasin & Partners
London,
United Kingdom
| USD 1344 M | +USD 10.3 M | 4 | 15.59% | Aumentadas |
|
| 264 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 1332 M | -USD 2.76 M | 11 | 9.14% | Reducidas |
|
| 265 |
Yacktman Asset Management
Austin,
Texas
| USD 1319 M | -USD 1.96 M | 3 | 12.5% | Reducidas |
|
| 266 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 1318 M | +USD 31.7 M | 13 | 7.59% | Aumentadas |
|
| 267 |
M&G Investment Management
London,
United Kingdom
| USD 1316 M | -USD 17.2 M | 10 | 5.26% | Reducidas |
|
| 268 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 1278 M | +USD 29.9 M | 23 | 5.04% | Aumentadas |
|
| 269 |
Carmignac Gestion
Paris,
France
| USD 1277 M | -USD 2.67 M | 6 | 21.99% | Reducidas |
|
| 270 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1275 M | -USD 34.6 M | 10 | 15.01% | Reducidas |
|
| 271 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 1274 M | -USD 24 M | 29 | 1.65% | Reducidas |
|
| 272 |
Natixis
Paris,
France
| USD 1270 M | +USD 450 M | 14 | 10.31% | Aumentadas |
|
| 273 |
UniSuper Management
Melbourne, Victoria,
Australia
| USD 1264 M | +USD 1169 M | 16 | 14.35% | Nuevas |
|
| 274 |
PineBridge Investments
New York
| USD 1257 M | +USD 22.9 M | 19 | 13.56% | Aumentadas |
|
| 275 |
LSV Asset Management
Chicago,
Illinois
| USD 1247 M | -USD 33.4 M | 7 | 2.75% | Reducidas |
|