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 |
RIM
Rainier Investment Management
Seattle,
Washington
| USD 256 M | -USD 92.6 M | 4 | 3.95% | Reducidas |
|
| 302 |
FQ
First Quadrant
Glendale,
California
| USD 251 M | -USD 23.9 M | 9 | 5.59% | Reducidas |
|
| 303 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 251 M | +USD 1.22 M | 9 | 6.45% | Aumentadas |
|
| 304 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 249 M | -USD 7.81 M | 5 | 2.44% | Reducidas |
|
| 305 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 248 M | +USD 12.8 M | 2 | 8.73% | Aumentadas |
|
| 306 |
Nomura Asset Management
Tokyo,
Japan
| USD 246 M | -USD 6.19 M | 10 | 4.54% | Reducidas |
|
| 307 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 243 M | -USD 15.9 M | 6 | 4.72% | Reducidas |
|
| 308 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 243 M | +USD 12.3 M | 1 | 4.24% | Aumentadas |
|
| 309 |
Natixis Advisors
Boston,
Massachusetts
| USD 242 M | +USD 23.2 M | 9 | 3.46% | Aumentadas |
|
| 310 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 241 M | +USD 34.7 M | 4 | 5.54% | Aumentadas |
|
| 311 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 239 M | +USD 13.4 M | 1 | 4.94% | Aumentadas |
|
| 312 |
City National Bank
Beverly Hills,
Delaware
| USD 238 M | +USD 74.9 M | 5 | 2.17% | Aumentadas |
|
| 313 |
SC
Stralem & Co
New York
| USD 234 M | -USD 128 M | 3 | 7.99% | Reducidas |
|
| 314 |
PIM
Profit Investment Management
North Bethesda,
Maryland
| USD 234 M | -USD 22.8 M | 7 | 11.21% | Reducidas |
|
| 315 |
SCCM
Schafer Cullen Capital Management
New York
| USD 230 M | -USD 5.45 M | 2 | 2.12% | Reducidas |
|
| 316 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 228 M | -USD 23.6 M | 2 | 3.88% | Reducidas |
|
| 317 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 228 M | -USD 11.9 M | 1 | 5.28% | Reducidas |
|
| 318 |
Weitz Investment Management
Omaha,
Nebraska
| USD 227 M | +USD 4.08 M | 3 | 6.87% | Aumentadas |
|
| 319 |
Regions Financial Corp
Birmingham,
Alabama
| USD 227 M | -USD 5.04 M | 8 | 2.78% | Reducidas |
|
| 320 |
Soroban Capital Partners
New York
| USD 227 M | +USD 214 M | 1 | 1.29% | Nuevas |
|
| 321 |
Parnassus Investments
San Francisco,
California
| USD 227 M | +USD 3.87 M | 2 | 1.98% | Aumentadas |
|
| 322 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 226 M | -USD 40.3 M | 2 | 3.01% | Reducidas |
|
| 323 |
DFO
Duquesne Family Office
New York
| USD 226 M | -USD 142 M | 1 | 16.12% | Reducidas |
|
| 324 |
GAM
GVO Asset Management
Zug,
Switzerland
| USD 225 M | +USD 225 M | 2 | 24.61% | Nuevas |
|
| 325 |
Winton Group
London,
United Kingdom
| USD 223 M | +USD 218 M | 6 | 1.52% | Nuevas |
|