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 | |
|---|---|---|---|---|---|---|---|
| 276 |
Tocqueville Asset Management
New York
| USD 312 M | -USD 831 k | 10 | 4.19% | Reducidas |
|
| 277 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 312 M | -USD 18.8 M | 2 | 9.25% | Reducidas |
|
| 278 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 311 M | -USD 22.5 M | 9 | 6.48% | Reducidas |
|
| 279 |
Polar Capital
London,
United Kingdom
| USD 309 M | +USD 10.9 M | 9 | 7.35% | Aumentadas |
|
| 280 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 309 M | +USD 288 M | 9 | 6.14% | Nuevas |
|
| 281 |
Capital International Inc
Los Angeles,
California
| USD 305 M | +USD 3.09 M | 4 | 13.12% | Aumentadas |
|
| 282 |
Focused Investors
Los Angeles,
California
| USD 296 M | +USD 10.3 M | 2 | 11.63% | Aumentadas |
|
| 283 |
Scharf Investments
Los Gatos,
California
| USD 294 M | +USD 86.1 M | 3 | 13.17% | Aumentadas |
|
| 284 |
Carlson Capital
Dallas,
Texas
| USD 294 M | +USD 34.8 M | 5 | 3.33% | Aumentadas |
|
| 285 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 291 M | +USD 29 M | 7 | 5.82% | Aumentadas |
|
| 286 |
Brandes Investment Partners
La Jolla,
California
| USD 290 M | -USD 34.2 M | 3 | 3.58% | Reducidas |
|
| 287 |
GTP
Global Thematic Partners
New York
| USD 288 M | +USD 36.8 M | 1 | 4.47% | Aumentadas |
|
| 288 |
ExxonMobil Investment Management
Irving,
Texas
| USD 287 M | -USD 6.17 M | 8 | 6.67% | Reducidas |
|
| 289 |
Victory Capital Management
San Antonio,
Texas
| USD 286 M | -USD 81.6 M | 3 | 2.02% | Reducidas |
|
| 290 |
GAM Holding
Zurich,
Switzerland
| USD 283 M | +USD 16.2 M | 9 | 4.93% | Aumentadas |
|
| 291 |
Levin Capital Strategies
New York
| USD 282 M | -USD 63.4 M | 6 | 4.54% | Reducidas |
|
| 292 |
Wedgewood Partners
St Louis,
Missouri
| USD 278 M | +USD 10.8 M | 1 | 5.78% | Aumentadas |
|
| 293 |
Andor Capital Management
Rye Brook,
New York
| USD 276 M | +USD 8.99 M | 2 | 15.15% | Aumentadas |
|
| 294 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 276 M | +USD 46.9 M | 1 | 5.78% | Aumentadas |
|
| 295 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 275 M | +USD 143 M | 6 | 2.28% | Aumentadas |
|
| 296 |
DnB Asset Management
Oslo,
Norway
| USD 274 M | -USD 8.84 M | 5 | 6.44% | Reducidas |
|
| 297 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 271 M | +USD 20.8 M | 9 | 11.39% | Aumentadas |
|
| 298 |
Absolute Return Capital
Boston,
Massachusetts
| USD 268 M | +USD 197 M | 5 | 2.95% | Aumentadas |
|
| 299 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 267 M | +USD 15.8 M | 3 | 3.9% | Aumentadas |
|
| 300 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 266 M | -USD 26.3 M | 2 | 9.16% | Reducidas |
|