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 |
Xponance
Philadelphia,
Pennsylvania
| USD 1242 M | +USD 19.1 M | 20 | 16.54% | Aumentadas |
|
| 277 |
Point72 Asset Management
Stamford,
Connecticut
| USD 1228 M | -USD 318 M | 17 | 3.65% | Reducidas |
|
| 278 |
TCW Group
Los Angeles,
California
| USD 1225 M | +USD 59.2 M | 9 | 13.59% | Aumentadas |
|
| 279 |
Echo Street Capital Management
New York
| USD 1224 M | +USD 40.3 M | 6 | 10.48% | Aumentadas |
|
| 280 |
Impax Asset Management Group
London,
United Kingdom
| USD 1221 M | -USD 107 M | 7 | 4.91% | Reducidas |
|
| 281 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1190 M | -USD 29.1 M | 19 | 11.5% | Reducidas |
|
| 282 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 1183 M | -USD 2.4 M | 16 | 3.77% | Reducidas |
|
| 283 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1182 M | -USD 180 M | 2 | 17.24% | Reducidas |
|
| 284 |
Champlain Investment Partners
Burlington,
Vermont
| USD 1178 M | +USD 47.2 M | 4 | 7.26% | Aumentadas |
|
| 285 |
Epoch Investment Partners
New York
| USD 1175 M | -USD 112 M | 9 | 6.8% | Reducidas |
|
| 286 |
Guggenheim Capital
Chicago,
Illinois
| USD 1155 M | +USD 80.8 M | 19 | 9.06% | Aumentadas |
|
| 287 |
Texas Permanent School Fund
Austin,
Texas
| USD 1137 M | +USD 3.37 M | 12 | 10.52% | Aumentadas |
|
| 288 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 1136 M | -USD 24.6 M | 7 | 14.2% | Reducidas |
|
| 289 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 1134 M | -USD 449 M | 16 | 11.68% | Reducidas |
|
| 290 |
Independent Franchise Partners
London,
United Kingdom
| USD 1134 M | -USD 334 M | 2 | 9.49% | Reducidas |
|
| 291 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1116 M | +USD 15.2 M | 7 | 18.06% | Aumentadas |
|
| 292 |
GuardCap Asset Management
London,
United Kingdom
| USD 1102 M | +USD 44.4 M | 3 | 14.82% | Aumentadas |
|
| 293 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 1079 M | -USD 324 M | 3 | 4.85% | Reducidas |
|
| 294 |
IFM Investors
Melbourne,
Australia
| USD 1076 M | +USD 46.4 M | 14 | 14.1% | Aumentadas |
|
| 295 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 1068 M | +USD 469 M | 16 | 5.33% | Aumentadas |
|
| 296 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1062 M | +USD 12.4 M | 14 | 13.01% | Aumentadas |
|
| 297 |
Viking Global Investors
Stamford,
Connecticut
| USD 1061 M | -USD 297 M | 3 | 4.34% | Reducidas |
|
| 298 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 1060 M | +USD 123 M | 3 | 16.42% | Aumentadas |
|
| 299 |
Cantillon Capital Management
New York
| USD 1041 M | +USD 58.7 M | 2 | 7.28% | Aumentadas |
|
| 300 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1035 M | +USD 66.7 M | 15 | 9.63% | Aumentadas |
|