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 |
PineBridge Investments
New York
| USD 1850 M | -USD 36.6 M | 19 | 13.93% | Reducidas |
|
| 277 |
Magellan Asset Management
Sydney,
Australia
| USD 1814 M | +USD 62.2 M | 4 | 19.93% | Aumentadas |
|
| 278 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1782 M | -USD 109 M | 4 | 27.52% | Reducidas |
|
| 279 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 1777 M | +USD 401 M | 12 | 8.71% | Aumentadas |
|
| 280 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1771 M | -USD 94.2 M | 6 | 17.13% | Reducidas |
|
| 281 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1754 M | -USD 1003 M | 2 | 25.72% | Reducidas |
|
| 282 |
Aristotle Capital Management
Los Angeles,
California
| USD 1751 M | -USD 33 M | 3 | 3.37% | Reducidas |
|
| 283 |
Nissay Asset Management
Tokyo,
Japan
| USD 1734 M | +USD 107 M | 15 | 10.58% | Aumentadas |
|
| 284 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 1734 M | -USD 383 M | 19 | 3.74% | Reducidas |
|
| 285 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1727 M | -USD 124 M | 5 | 10.1% | Reducidas |
|
| 286 |
USS Investment Management
London,
United Kingdom
| USD 1709 M | +USD 405 M | 12 | 11.92% | Aumentadas |
|
| 287 |
Czech National Bank
Prague,
Czech Republic
| USD 1678 M | +USD 97.8 M | 9 | 15.54% | Aumentadas |
|
| 288 |
Amalgamated Bank
New York
| USD 1671 M | -USD 23.3 M | 26 | 13.72% | Reducidas |
|
| 289 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1660 M | -USD 78.7 M | 5 | 9.65% | Reducidas |
|
| 290 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 1658 M | -USD 35.1 M | 15 | 10.31% | Reducidas |
|
| 291 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 1657 M | +USD 1321 M | 7 | 56.23% | Aumentadas |
|
| 292 |
ING Group
Amsterdam,
Netherlands
| USD 1649 M | -USD 1246 M | 14 | 11.11% | Reducidas |
|
| 293 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 1606 M | -USD 686 M | 5 | 28.95% | Reducidas |
|
| 294 |
M&G plc
London,
United Kingdom
| USD 1587 M | -USD 5.41 M | 12 | 9.8% | Reducidas |
|
| 295 |
Epoch Investment Partners
New York
| USD 1576 M | -USD 116 M | 7 | 7.64% | Reducidas |
|
| 296 |
AssetMark Inc
Concord,
California
| USD 1574 M | +USD 121 M | 21 | 4.28% | Aumentadas |
|
| 297 |
Cantillon Capital Management
New York
| USD 1569 M | +USD 8.11 M | 3 | 9.48% | Aumentadas |
|
| 298 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1551 M | -USD 434 M | 3 | 17.94% | Reducidas |
|
| 299 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1542 M | -USD 18.9 M | 8 | 15.33% | Reducidas |
|
| 300 |
Balyasny Asset Management
Chicago,
Illinois
| USD 1534 M | +USD 500 M | 22 | 2.29% | Aumentadas |
|