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 |
Aperio Group
Sausalito,
California
| USD 296 M | +USD 5.93 M | 9 | 4.3% | Aumentadas |
|
| 277 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 296 M | +USD 65.2 M | 1 | 11.47% | Aumentadas |
|
| 278 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 293 M | -USD 1.43 M | 7 | 5.08% | Reducidas |
|
| 279 |
Two Sigma Investments
New York
| USD 293 M | +USD 27.4 M | 7 | 1.32% | Aumentadas |
|
| 280 |
Millennium Management
New York
| USD 293 M | +USD 102 M | 10 | 0.81% | Aumentadas |
|
| 281 |
Thomaspartners
Boston,
Massachusetts
| USD 291 M | +USD 44.5 M | 3 | 6.08% | Aumentadas |
|
| 282 |
Royal London Asset Management
United Kingdom
| USD 291 M | -USD 34.2 M | 9 | 6.68% | Reducidas |
|
| 283 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 288 M | -USD 2.69 M | 9 | 5.53% | Reducidas |
|
| 284 |
DnB Asset Management
Oslo,
Norway
| USD 281 M | +USD 273 M | 6 | 5.96% | Nuevas |
|
| 285 |
ExxonMobil Investment Management
Irving,
Texas
| USD 281 M | -USD 9.9 M | 8 | 6.32% | Reducidas |
|
| 286 |
Bessemer Group
Woodbridge,
New Jersey
| USD 281 M | +USD 14.9 M | 9 | 1.73% | Aumentadas |
|
| 287 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 279 M | -USD 220 M | 2 | 8.94% | Reducidas |
|
| 288 |
United States Steel & Carnegie Pension Fund
New York
| USD 279 M | +USD 49.3 M | 3 | 6.19% | Aumentadas |
|
| 289 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 276 M | -USD 10.3 M | 5 | 1.42% | Reducidas |
|
| 290 |
Brandes Investment Partners
La Jolla,
California
| USD 274 M | -USD 5.28 M | 2 | 3.32% | Reducidas |
|
| 291 |
SA
SQ Advisors
Naples,
Florida
| USD 272 M | +USD 10.8 M | 1 | 11.08% | Aumentadas |
|
| 292 |
OP
Oldfield Partners
London,
United Kingdom
| USD 272 M | +USD 2.7 M | 1 | 11.48% | Aumentadas |
|
| 293 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 271 M | +USD 81.8 M | 9 | 4.58% | Aumentadas |
|
| 294 |
Atalanta Sosnoff Capital
New York
| USD 266 M | -USD 190 M | 5 | 5.82% | Reducidas |
|
| 295 |
Edge Asset Management
Seattle,
Washington
| USD 264 M | +USD 22.9 M | 6 | 2.65% | Aumentadas |
|
| 296 |
Beck Mack & Oliver
New York
| USD 262 M | -USD 5.54 M | 5 | 5.89% | Reducidas |
|
| 297 |
Causeway Capital Management
Los Angeles,
California
| USD 262 M | +USD 35.8 M | 2 | 10.71% | Aumentadas |
|
| 298 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 261 M | +USD 17.1 M | 11 | 0.82% | Aumentadas |
|
| 299 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 260 M | +USD 36.5 M | 5 | 6.51% | Aumentadas |
|
| 300 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 257 M | -USD 49.6 M | 9 | 5.37% | Reducidas |
|