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 |
PFM Health Sciences
San Francisco,
California
| USD 295 M | -USD 170 M | 1 | 5.35% | Reducidas |
|
| 277 |
SAC Capital Advisors
Stamford,
Connecticut
| USD 294 M | -USD 114 M | 11 | 1.53% | Reducidas |
|
| 278 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 294 M | +USD 215 M | 2 | 9.51% | Aumentadas |
|
| 279 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 292 M | -USD 165 M | 9 | 5.8% | Reducidas |
|
| 280 |
Rockefeller Financial Services
New York
| USD 291 M | -USD 167 M | 5 | 6.31% | Reducidas |
|
| 281 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 291 M | -USD 9.03 M | 8 | 5.49% | Reducidas |
|
| 282 |
ExxonMobil Investment Management
Irving,
Texas
| USD 291 M | -USD 688 k | 8 | 6.61% | Reducidas |
|
| 283 |
Aperio Group
Sausalito,
California
| USD 290 M | +USD 285 M | 9 | 4.08% | Nuevas |
|
| 284 |
Raymond James & Associates
St Petersburg,
Florida
| USD 290 M | +USD 23.3 M | 11 | 1.99% | Aumentadas |
|
| 285 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 285 M | +USD 8.79 M | 5 | 2.15% | Aumentadas |
|
| 286 |
Nomura Holdings
Tokyo,
Japan
| USD 277 M | +USD 96.9 M | 12 | 0.09% | Aumentadas |
|
| 287 |
FQ
First Quadrant
Glendale,
California
| USD 277 M | +USD 13.8 M | 9 | 6.29% | Aumentadas |
|
| 288 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 276 M | +USD 94.2 M | 3 | 7.35% | Aumentadas |
|
| 289 |
Bessemer Group
Woodbridge,
New Jersey
| USD 275 M | -USD 93 M | 10 | 1.86% | Reducidas |
|
| 290 |
Brandes Investment Partners
La Jolla,
California
| USD 275 M | -USD 38.8 M | 3 | 3.47% | Reducidas |
|
| 291 |
Two Sigma Investments
New York
| USD 275 M | -USD 73.4 M | 8 | 1.47% | Reducidas |
|
| 292 |
ACM
Andor Capital Management
Rye Brook,
New York
| USD 273 M | +USD 10.7 M | 2 | 14.49% | Aumentadas |
|
| 293 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 270 M | +USD 97 M | 3 | 2.34% | Aumentadas |
|
| 294 |
Beck Mack & Oliver
New York
| USD 269 M | +USD 4.36 M | 5 | 6.29% | Aumentadas |
|
| 295 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 264 M | +USD 10 M | 6 | 2.69% | Aumentadas |
|
| 296 |
OP
Oldfield Partners
London,
United Kingdom
| USD 264 M | -USD 95.6 M | 1 | 12.63% | Reducidas |
|
| 297 |
SA
SQ Advisors
Naples,
Florida
| USD 264 M | +USD 21.3 M | 1 | 11.48% | Aumentadas |
|
| 298 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 263 M | -USD 12.3 M | 3 | 3.74% | Reducidas |
|
| 299 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 262 M | +USD 60.9 M | 1 | 5.47% | Aumentadas |
|
| 300 |
Royal London Asset Management
United Kingdom
| USD 260 M | +USD 58.9 M | 9 | 6.04% | Aumentadas |
|