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 |
Two Sigma Investments
New York
| USD 344 M | -USD 93.6 M | 12 | 1.6% | Reducidas |
|
| 277 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 341 M | +USD 93.3 M | 3 | 13.17% | Aumentadas |
|
| 278 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 339 M | -USD 2.84 M | 8 | 3.92% | Reducidas |
|
| 279 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 338 M | +USD 46.7 M | 7 | 6.73% | Aumentadas |
|
| 280 |
Hexavest
Montreal,
Quebec, Canada
| USD 332 M | -USD 15.8 M | 3 | 5.27% | Reducidas |
|
| 281 |
Causeway Capital Management
Los Angeles,
California
| USD 330 M | -USD 30.1 M | 2 | 8.63% | Reducidas |
|
| 282 |
HMP
HS Management Partners
New York
| USD 328 M | +USD 93.7 M | 2 | 13.2% | Aumentadas |
|
| 283 |
NWQ Investment Management Company
Los Angeles,
California
| USD 327 M | -USD 23.9 M | 3 | 4.07% | Reducidas |
|
| 284 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 326 M | -USD 28.4 M | 3 | 2.22% | Reducidas |
|
| 285 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 324 M | +USD 3.56 M | 9 | 5.78% | Aumentadas |
|
| 286 |
Two Sigma Advisers
New York
| USD 324 M | -USD 153 M | 8 | 2.38% | Reducidas |
|
| 287 |
Tocqueville Asset Management
New York
| USD 324 M | -USD 5.77 M | 7 | 3.81% | Reducidas |
|
| 288 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 323 M | USD 0 | 3 | 6.59% | Mantenido |
|
| 289 |
Marsico Capital Management
Denver,
Colorado
| USD 323 M | -USD 19.4 M | 1 | 2.72% | Reducidas |
|
| 290 |
FI
Focused Investors
Los Angeles,
California
| USD 322 M | +USD 28.3 M | 2 | 11.16% | Aumentadas |
|
| 291 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 321 M | +USD 46 M | 8 | 2.87% | Aumentadas |
|
| 292 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 311 M | +USD 30 M | 6 | 2.01% | Aumentadas |
|
| 293 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 309 M | -USD 81 M | 4 | 3.26% | Reducidas |
|
| 294 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 309 M | +USD 641 k | 10 | 3.52% | Aumentadas |
|
| 295 |
Employees Retirement System of Texas
Austin,
Texas
| USD 305 M | -USD 33.9 M | 10 | 3.94% | Reducidas |
|
| 296 |
Farallon Capital Management
San Francisco,
California
| USD 301 M | -USD 113 M | 3 | 4.39% | Reducidas |
|
| 297 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 299 M | +USD 45.7 M | 1 | 5.92% | Aumentadas |
|
| 298 |
Fundsmith LLP
London,
United Kingdom
| USD 290 M | +USD 313 M | 1 | 9.4% | Nuevas |
|
| 299 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 290 M | -USD 11.5 M | 8 | 5.68% | Reducidas |
|
| 300 |
HSG Holding
Na,
Hong Kong
| USD 290 M | +USD 314 M | 1 | 21.02% | Nuevas |
|