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 |
Capital Fund Management (CFM)
Paris,
France
| USD 234 M | +USD 142 M | 5 | 3.24% | Aumentadas |
|
| 302 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 232 M | -USD 26.8 M | 8 | 3.93% | Reducidas |
|
| 303 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 231 M | -USD 13.8 M | 3 | 7.8% | Reducidas |
|
| 304 |
DnB Asset Management
Oslo,
Norway
| USD 231 M | +USD 9.5 M | 4 | 6.32% | Aumentadas |
|
| 305 |
GAM Holding
Zurich,
Switzerland
| USD 230 M | -USD 39.7 M | 10 | 4.3% | Reducidas |
|
| 306 |
Kames Capital Management
Edinburgh,
United Kingdom
| USD 228 M | -USD 58.3 M | 5 | 7.04% | Reducidas |
|
| 307 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 228 M | -USD 69.4 M | 9 | 4.88% | Reducidas |
|
| 308 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 226 M | -USD 8.4 M | 2 | 4.1% | Reducidas |
|
| 309 |
Carlson Capital
Dallas,
Texas
| USD 225 M | +USD 25.8 M | 5 | 3.03% | Aumentadas |
|
| 310 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 217 M | +USD 12.3 M | 3 | 3.49% | Aumentadas |
|
| 311 |
JC
Joho Capital
New York
| USD 216 M | -USD 36.2 M | 1 | 16.24% | Reducidas |
|
| 312 |
Millennium Management
New York
| USD 216 M | +USD 14.9 M | 12 | 0.69% | Aumentadas |
|
| 313 |
Profit Investment Management
North Bethesda,
Maryland
| USD 216 M | -USD 12.4 M | 7 | 8.83% | Reducidas |
|
| 314 |
Regions Financial Corp
Birmingham,
Alabama
| USD 215 M | -USD 5.09 M | 9 | 2.84% | Reducidas |
|
| 315 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 214 M | -USD 22.4 M | 5 | 4.53% | Reducidas |
|
| 316 |
GTP
Global Thematic Partners
New York
| USD 214 M | +USD 29.2 M | 1 | 3.29% | Aumentadas |
|
| 317 |
Raymond James & Associates
St Petersburg,
Florida
| USD 213 M | +USD 1.43 M | 9 | 1.84% | Aumentadas |
|
| 318 |
Criterion Capital Management
San Francisco,
California
| USD 211 M | -USD 48.5 M | 4 | 7.44% | Reducidas |
|
| 319 |
Aperio Group
Sausalito,
California
| USD 209 M | +USD 15.9 M | 9 | 4.03% | Aumentadas |
|
| 320 |
Nomura Asset Management
Tokyo,
Japan
| USD 208 M | -USD 25.4 M | 10 | 3.94% | Reducidas |
|
| 321 |
Wedgewood Partners
St Louis,
Missouri
| USD 208 M | +USD 21.1 M | 1 | 4.99% | Aumentadas |
|
| 322 |
Andor Capital Management
Rye Brook,
New York
| USD 208 M | +USD 22.4 M | 2 | 15.46% | Aumentadas |
|
| 323 |
1919 Investment Counsel
Baltimore,
Maryland
| USD 207 M | +USD 6.48 M | 8 | 4.66% | Aumentadas |
|
| 324 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 203 M | +USD 26.2 M | 8 | 9.16% | Aumentadas |
|
| 325 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 203 M | +USD 4.12 M | 8 | 4.6% | Aumentadas |
|