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 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1273 M | -USD 173 M | 3 | 4.83% | Reducidas |
|
| 277 |
Cerity Partners
New York
| USD 1264 M | -USD 358 M | 15 | 6.15% | Reducidas |
|
| 278 |
Yacktman Asset Management
Austin,
Texas
| USD 1249 M | -USD 51.1 M | 3 | 12.31% | Reducidas |
|
| 279 |
Xponance
Philadelphia,
Pennsylvania
| USD 1232 M | +USD 15.1 M | 20 | 16.76% | Aumentadas |
|
| 280 |
M&G Investment Management
London,
United Kingdom
| USD 1226 M | -USD 51 M | 8 | 5.48% | Reducidas |
|
| 281 |
PineBridge Investments
New York
| USD 1220 M | -USD 12.1 M | 16 | 13.53% | Reducidas |
|
| 282 |
Two Sigma Investments
New York
| USD 1216 M | +USD 403 M | 31 | 3.27% | Aumentadas |
|
| 283 |
Carmignac Gestion
Paris,
France
| USD 1213 M | -USD 46 M | 5 | 22.27% | Reducidas |
|
| 284 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1203 M | -USD 173 M | 5 | 7.95% | Reducidas |
|
| 285 |
Epoch Investment Partners
New York
| USD 1203 M | +USD 30.5 M | 8 | 7.67% | Aumentadas |
|
| 286 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 1200 M | +USD 173 M | 3 | 17.5% | Aumentadas |
|
| 287 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1199 M | -USD 50.3 M | 9 | 15.06% | Reducidas |
|
| 288 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 1198 M | +USD 25.4 M | 16 | 3.95% | Aumentadas |
|
| 289 |
TCW Group
Los Angeles,
California
| USD 1161 M | -USD 48.5 M | 8 | 14.59% | Reducidas |
|
| 290 |
Alphinity Investment Management
Sydney,
Australia
| USD 1150 M | +USD 199 M | 2 | 18.4% | Aumentadas |
|
| 291 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1148 M | +USD 157 M | 15 | 10.91% | Aumentadas |
|
| 292 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 1141 M | +USD 266 M | 10 | 30.97% | Aumentadas |
|
| 293 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1136 M | -USD 36.1 M | 18 | 11.51% | Reducidas |
|
| 294 |
Axiom Investors
Greenwich,
Connecticut
| USD 1125 M | +USD 281 M | 4 | 16.19% | Aumentadas |
|
| 295 |
Champlain Investment Partners
Burlington,
Vermont
| USD 1112 M | -USD 119 M | 4 | 7.22% | Reducidas |
|
| 296 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 1112 M | +USD 624 M | 10 | 12.05% | Aumentadas |
|
| 297 |
Impax Asset Management Group
London,
United Kingdom
| USD 1112 M | -USD 48.2 M | 7 | 4.97% | Reducidas |
|
| 298 |
Texas Permanent School Fund
Austin,
Texas
| USD 1101 M | -USD 14 M | 12 | 10.73% | Reducidas |
|
| 299 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1097 M | -USD 40.6 M | 2 | 17.08% | Reducidas |
|
| 300 |
IFM Investors
Melbourne,
Australia
| USD 1092 M | +USD 36.5 M | 14 | 14.36% | Aumentadas |
|