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 | |
|---|---|---|---|---|---|---|---|
| 301 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2035 M | -USD 238 M | 6 | 6.17% | Reducidas |
|
| 302 |
TCW Group
Los Angeles,
California
| USD 2035 M | -USD 222 M | 18 | 13.68% | Reducidas |
|
| 303 |
Natixis
Paris,
France
| USD 2022 M | -USD 269 M | 14 | 8.14% | Reducidas |
|
| 304 |
London & Capital Asset Management
London,
United Kingdom
| USD 2016 M | +USD 4.09 M | 7 | 18.47% | Aumentadas |
|
| 305 |
Egerton Capital (UK)
London,
United Kingdom
| USD 2015 M | +USD 244 M | 2 | 19.46% | Aumentadas |
|
| 306 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1999 M | +USD 7.36 M | 32 | 4.48% | Aumentadas |
|
| 307 |
Lido Advisors
Los Angeles,
California
| USD 1969 M | +USD 73.9 M | 20 | 5.35% | Aumentadas |
|
| 308 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1964 M | +USD 24.5 M | 6 | 18.02% | Aumentadas |
|
| 309 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 1943 M | +USD 26.6 M | 10 | 13.48% | Aumentadas |
|
| 310 |
Jupiter Asset Management
London,
United Kingdom
| USD 1939 M | -USD 229 M | 10 | 9.62% | Reducidas |
|
| 311 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1910 M | +USD 347 M | 5 | 15.33% | Aumentadas |
|
| 312 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 1908 M | +USD 446 M | 17 | 11.4% | Aumentadas |
|
| 313 |
PensionDanmark
Copenhagen O,
Denmark
| USD 1896 M | +USD 31.8 M | 16 | 15.75% | Aumentadas |
|
| 314 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 1896 M | +USD 133 M | 16 | 13.08% | Aumentadas |
|
| 315 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1883 M | +USD 23.6 M | 6 | 14.4% | Aumentadas |
|
| 316 |
Amalgamated Bank
New York
| USD 1878 M | -USD 89.4 M | 20 | 12.99% | Reducidas |
|
| 317 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 1877 M | -USD 199 M | 4 | 18.42% | Reducidas |
|
| 318 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 1872 M | +USD 822 M | 13 | 11.97% | Aumentadas |
|
| 319 |
Markel Group
Glen Allen,
Virginia
| USD 1861 M | USD 0 | 4 | 14.17% | Mantenido |
|
| 320 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 1856 M | -USD 299 M | 16 | 16.03% | Reducidas |
|
| 321 |
Rafferty Asset Management
New York
| USD 1855 M | +USD 616 M | 18 | 4.22% | Aumentadas |
|
| 322 |
Pathstone Holdings
Englewood,
New Jersey
| USD 1854 M | +USD 83.4 M | 22 | 5.4% | Aumentadas |
|
| 323 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1848 M | +USD 38.7 M | 14 | 11.51% | Aumentadas |
|
| 324 |
Huntington National Bank
Columbus,
Ohio
| USD 1826 M | -USD 13.9 M | 27 | 8.86% | Reducidas |
|
| 325 |
Capital Wealth Planning
Naples,
Florida
| USD 1814 M | -USD 21.3 M | 6 | 9.06% | Reducidas |
|