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 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 359 M | -USD 23.2 M | 2 | 8.1% | Reducidas |
|
| 277 |
Gilder Gagnon Howe & Co
New York
| USD 358 M | -USD 7.8 M | 5 | 5.33% | Reducidas |
|
| 278 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 349 M | -USD 194 M | 8 | 1.26% | Reducidas |
|
| 279 |
Atlanta Capital Management
Atlanta,
Georgia
| USD 348 M | -USD 38.4 M | 3 | 2.39% | Reducidas |
|
| 280 |
Thomaspartners
Boston,
Massachusetts
| USD 348 M | +USD 23.8 M | 3 | 5.97% | Aumentadas |
|
| 281 |
Employees Retirement System of Texas
Austin,
Texas
| USD 343 M | -USD 284 k | 11 | 4.37% | Reducidas |
|
| 282 |
Suntrust Banks
Atlanta,
Georgia
| USD 340 M | -USD 26.6 M | 9 | 2.31% | Reducidas |
|
| 283 |
Causeway Capital Management
Los Angeles,
California
| USD 339 M | +USD 18 M | 2 | 9.8% | Aumentadas |
|
| 284 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 338 M | -USD 28.2 M | 9 | 3.83% | Reducidas |
|
| 285 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 334 M | -USD 38 M | 3 | 6.95% | Reducidas |
|
| 286 |
Tocqueville Asset Management
New York
| USD 330 M | +USD 19.2 M | 7 | 3.55% | Aumentadas |
|
| 287 |
Aperio Group
Sausalito,
California
| USD 328 M | +USD 6.13 M | 10 | 4.04% | Aumentadas |
|
| 288 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 325 M | +USD 3.87 M | 9 | 5.77% | Aumentadas |
|
| 289 |
Renaissance Technologies
New York
| USD 323 M | +USD 127 M | 11 | 0.78% | Aumentadas |
|
| 290 |
Scharf Investments
Los Gatos,
California
| USD 323 M | -USD 90.4 M | 3 | 9.69% | Reducidas |
|
| 291 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 322 M | +USD 8.01 M | 1 | 10.31% | Aumentadas |
|
| 292 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 318 M | -USD 8.85 M | 7 | 4.97% | Reducidas |
|
| 293 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 318 M | -USD 23.6 M | 7 | 5.37% | Reducidas |
|
| 294 |
Focused Investors
Los Angeles,
California
| USD 317 M | +USD 4.33 M | 2 | 11.48% | Aumentadas |
|
| 295 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 312 M | -USD 128 M | 4 | 2.09% | Reducidas |
|
| 296 |
SA
SQ Advisors
Naples,
Florida
| USD 312 M | +USD 495 k | 1 | 11.86% | Aumentadas |
|
| 297 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 311 M | +USD 5.79 M | 10 | 3.71% | Aumentadas |
|
| 298 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 305 M | +USD 8.88 M | 9 | 5.96% | Aumentadas |
|
| 299 |
Royal London Asset Management
United Kingdom
| USD 304 M | +USD 62.7 M | 8 | 5.75% | Aumentadas |
|
| 300 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 293 M | +USD 1.39 M | 1 | 6.37% | Aumentadas |
|