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 |
Glenview Capital Management
New York
| USD 288 M | +USD 108 M | 1 | 1.14% | Aumentadas |
|
| 302 |
Edge Asset Management
Seattle,
Washington
| USD 287 M | +USD 34.5 M | 6 | 2.6% | Aumentadas |
|
| 303 |
HSG Holding
Na,
Hong Kong
| USD 286 M | USD 0 | 1 | 23.83% | Mantenido |
|
| 304 |
Findlay Park Partners
London,
United Kingdom
| USD 284 M | +USD 194 M | 2 | 2.91% | Aumentadas |
|
| 305 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 284 M | -USD 19.8 M | 3 | 3.13% | Reducidas |
|
| 306 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 281 M | +USD 20.2 M | 3 | 3.58% | Aumentadas |
|
| 307 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 279 M | -USD 5.41 M | 9 | 5.32% | Reducidas |
|
| 308 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 278 M | +USD 69.9 M | 8 | 8.9% | Aumentadas |
|
| 309 |
BWA
Brave Warrior Advisors
New York
| USD 275 M | -USD 71.5 k | 1 | 7.94% | Reducidas |
|
| 310 |
Magnetar Financial
Evanston,
Illinois
| USD 274 M | -USD 275 M | 4 | 3.9% | Reducidas |
|
| 311 |
SH
SeaTown Holdings
Singapore
| USD 273 M | -USD 266 M | 1 | 32.52% | Reducidas |
|
| 312 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 272 M | +USD 8.9 M | 6 | 1.67% | Aumentadas |
|
| 313 |
Two Sigma Advisers
New York
| USD 271 M | -USD 68.6 M | 10 | 2.02% | Reducidas |
|
| 314 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 270 M | +USD 34.1 M | 6 | 2.9% | Aumentadas |
|
| 315 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 268 M | +USD 12.8 M | 2 | 8.79% | Aumentadas |
|
| 316 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 266 M | -USD 13.6 M | 7 | 1.44% | Reducidas |
|
| 317 |
Mondrian Investment Partners
London,
United Kingdom
| USD 265 M | -USD 8.54 M | 3 | 4.49% | Reducidas |
|
| 318 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 265 M | +USD 53.4 M | 4 | 12.07% | Aumentadas |
|
| 319 |
GTP
Global Thematic Partners
New York
| USD 263 M | -USD 143 M | 2 | 3.49% | Reducidas |
|
| 320 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 261 M | +USD 271 M | 8 | 2.57% | Nuevas |
|
| 321 |
Meritage Group
San Francisco,
California
| USD 261 M | +USD 73.8 M | 1 | 5.84% | Aumentadas |
|
| 322 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 260 M | -USD 16.6 M | 4 | 10.12% | Reducidas |
|
| 323 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 259 M | -USD 23.4 M | 11 | 3.57% | Reducidas |
|
| 324 |
GLG LLC
New York
| USD 256 M | +USD 77.9 M | 10 | 5.45% | Aumentadas |
|
| 325 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 256 M | +USD 7.18 M | 1 | 4.98% | Aumentadas |
|