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 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 293 M | -USD 21.1 M | 2 | 31.75% | Reducidas |
|
| 302 |
YCMGA
York Capital Management Global Advisors
New York
| USD 293 M | +USD 201 M | 1 | 2.63% | Aumentadas |
|
| 303 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 292 M | -USD 341 k | 7 | 1.49% | Reducidas |
|
| 304 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 290 M | +USD 90.5 M | 6 | 5.85% | Aumentadas |
|
| 305 |
Mondrian Investment Partners
London,
United Kingdom
| USD 288 M | -USD 56.3 M | 3 | 4.64% | Reducidas |
|
| 306 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 281 M | -USD 688 k | 9 | 5.32% | Reducidas |
|
| 307 |
Magnetar Financial
Evanston,
Illinois
| USD 280 M | +USD 41.9 M | 2 | 4.44% | Aumentadas |
|
| 308 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 279 M | +USD 179 M | 8 | 2.43% | Aumentadas |
|
| 309 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 279 M | +USD 9.8 M | 7 | 8.44% | Aumentadas |
|
| 310 |
United States Steel & Carnegie Pension Fund
New York
| USD 275 M | +USD 4.84 M | 3 | 5.49% | Aumentadas |
|
| 311 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 274 M | +USD 58.2 M | 8 | 4.69% | Aumentadas |
|
| 312 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 272 M | -USD 19.2 M | 9 | 5.89% | Reducidas |
|
| 313 |
Highbridge Capital Management
New York
| USD 269 M | +USD 170 M | 7 | 3.44% | Aumentadas |
|
| 314 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 268 M | -USD 16.6 M | 3 | 8.69% | Reducidas |
|
| 315 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 266 M | +USD 37.2 M | 1 | 3.59% | Aumentadas |
|
| 316 |
ExxonMobil Investment Management
Irving,
Texas
| USD 265 M | -USD 10.7 M | 8 | 6.14% | Reducidas |
|
| 317 |
Natixis
Paris,
France
| USD 263 M | +USD 171 M | 5 | 3.62% | Aumentadas |
|
| 318 |
PFM Health Sciences
San Francisco,
California
| USD 262 M | -USD 30.6 M | 1 | 6.11% | Reducidas |
|
| 319 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 261 M | -USD 13.8 M | 3 | 6.26% | Reducidas |
|
| 320 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 260 M | +USD 26.5 M | 5 | 5.92% | Aumentadas |
|
| 321 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 258 M | +USD 12 M | 6 | 6.79% | Aumentadas |
|
| 322 |
Nomura Asset Management
Tokyo,
Japan
| USD 254 M | -USD 6.03 M | 10 | 4.44% | Reducidas |
|
| 323 |
CI Global Investments
Oakland,
California
| USD 254 M | +USD 63.4 M | 4 | 5.2% | Aumentadas |
|
| 324 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 253 M | -USD 793 M | 1 | 1.06% | Reducidas |
|
| 325 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 250 M | -USD 30.5 M | 4 | 1.82% | Reducidas |
|