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 290 M | +USD 34.3 M | 5 | 4.83% | Aumentadas |
|
| 302 |
ExxonMobil Investment Management
Irving,
Texas
| USD 286 M | -USD 5.1 M | 8 | 6.63% | Reducidas |
|
| 303 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 286 M | +USD 232 M | 10 | 7.34% | Aumentadas |
|
| 304 |
Causeway Capital Management
Los Angeles,
California
| USD 285 M | +USD 1.45 M | 2 | 9.89% | Aumentadas |
|
| 305 |
Winton Group
London,
United Kingdom
| USD 276 M | +USD 43.3 M | 7 | 1.97% | Aumentadas |
|
| 306 |
Beck Mack & Oliver
New York
| USD 274 M | -USD 2.4 M | 5 | 6.43% | Reducidas |
|
| 307 |
Atalanta Sosnoff Capital
New York
| USD 268 M | -USD 12 M | 5 | 6.62% | Reducidas |
|
| 308 |
United States Steel & Carnegie Pension Fund
New York
| USD 267 M | -USD 24.1 M | 3 | 6.11% | Reducidas |
|
| 309 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 266 M | +USD 4.49 M | 5 | 6.86% | Aumentadas |
|
| 310 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 266 M | +USD 154 M | 7 | 7.92% | Aumentadas |
|
| 311 |
SA
SQ Advisors
Naples,
Florida
| USD 265 M | +USD 8.73 M | 1 | 10.24% | Aumentadas |
|
| 312 |
Nomura Asset Management
Tokyo,
Japan
| USD 264 M | +USD 9.6 M | 10 | 4.66% | Aumentadas |
|
| 313 |
Columbus Circle Investors
| USD 263 M | -USD 40.6 M | 2 | 1.89% | Reducidas |
|
| 314 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 263 M | -USD 15.4 M | 5 | 1.95% | Reducidas |
|
| 315 |
HCM
Hoplite Capital Management
New York
| USD 261 M | +USD 260 M | 2 | 6.66% | Nuevas |
|
| 316 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 257 M | +USD 39.5 M | 3 | 6.29% | Aumentadas |
|
| 317 |
Edge Asset Management
Seattle,
Washington
| USD 256 M | -USD 20.5 M | 6 | 2.57% | Reducidas |
|
| 318 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 253 M | +USD 8.23 M | 1 | 4.09% | Aumentadas |
|
| 319 |
City National Bank
Beverly Hills,
Delaware
| USD 252 M | +USD 8.52 M | 5 | 2.3% | Aumentadas |
|
| 320 |
Royal London Asset Management
United Kingdom
| USD 247 M | -USD 51.9 M | 8 | 6.21% | Reducidas |
|
| 321 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 245 M | +USD 49.1 M | 6 | 2.57% | Aumentadas |
|
| 322 |
SCCM
Schafer Cullen Capital Management
New York
| USD 244 M | -USD 10.1 M | 2 | 2.33% | Reducidas |
|
| 323 |
GAM
GVO Asset Management
Zug,
Switzerland
| USD 244 M | USD 0 | 2 | 25.59% | Mantenido |
|
| 324 |
FQ
First Quadrant
Glendale,
California
| USD 243 M | -USD 13.4 M | 8 | 5.44% | Reducidas |
|
| 325 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 243 M | -USD 7.77 M | 5 | 2.53% | Reducidas |
|