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 |
Wedgewood Partners
St Louis,
Missouri
| USD 289 M | +USD 11.2 M | 1 | 3.88% | Aumentadas |
|
| 302 |
Ruffer LLP
London,
United Kingdom
| USD 285 M | -USD 279 M | 4 | 12.42% | Reducidas |
|
| 303 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 284 M | +USD 73.8 M | 3 | 3.62% | Aumentadas |
|
| 304 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 277 M | +USD 5.43 M | 6 | 7.24% | Aumentadas |
|
| 305 |
IBM Retirement Fund
Armonk,
New York
| USD 276 M | -USD 400 k | 9 | 5.19% | Reducidas |
|
| 306 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 276 M | -USD 3.5 M | 7 | 1.46% | Reducidas |
|
| 307 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 276 M | +USD 122 M | 11 | 3.82% | Aumentadas |
|
| 308 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 275 M | -USD 36.7 M | 7 | 4.14% | Reducidas |
|
| 309 |
Honeywell International
Charlotte,
North Carolina
| USD 271 M | +USD 15 M | 5 | 6.37% | Aumentadas |
|
| 310 |
Mondrian Investment Partners
London,
United Kingdom
| USD 267 M | -USD 3.85 M | 3 | 4.37% | Reducidas |
|
| 311 |
ExxonMobil Investment Management
Irving,
Texas
| USD 266 M | +USD 4.78 M | 8 | 6.01% | Aumentadas |
|
| 312 |
Atalanta Sosnoff Capital
New York
| USD 266 M | -USD 74.4 M | 6 | 7.08% | Reducidas |
|
| 313 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 263 M | +USD 24.6 M | 5 | 1.96% | Aumentadas |
|
| 314 |
United States Steel & Carnegie Pension Fund
New York
| USD 261 M | USD 0 | 3 | 5.3% | Mantenido |
|
| 315 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 259 M | +USD 534 k | 4 | 10.85% | Aumentadas |
|
| 316 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 254 M | -USD 14.5 M | 9 | 5.84% | Reducidas |
|
| 317 |
BWA
Brave Warrior Advisors
New York
| USD 253 M | +USD 48.3 M | 1 | 7.73% | Aumentadas |
|
| 318 |
Nomura Asset Management
Tokyo,
Japan
| USD 250 M | +USD 5.33 M | 10 | 4.46% | Aumentadas |
|
| 319 |
Edge Asset Management
Seattle,
Washington
| USD 245 M | +USD 5.66 M | 6 | 2.13% | Aumentadas |
|
| 320 |
Moore Capital Management
New York
| USD 245 M | +USD 211 M | 5 | 5.39% | Aumentadas |
|
| 321 |
Baird
Milwaukee,
Wisconsin
| USD 244 M | +USD 8.3 M | 9 | 2.49% | Aumentadas |
|
| 322 |
Carlson Capital
Dallas,
Texas
| USD 243 M | -USD 6.42 M | 6 | 2.71% | Reducidas |
|
| 323 |
ClariVest Asset Management
San Diego,
California
| USD 241 M | +USD 20.3 M | 6 | 7.36% | Aumentadas |
|
| 324 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 239 M | -USD 38.7 M | 3 | 7.87% | Reducidas |
|
| 325 |
Montag & Caldwell
Atlanta,
Georgia
| USD 238 M | -USD 18.8 M | 3 | 2.89% | Reducidas |
|