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 |
Point72 Asset Management
Stamford,
Connecticut
| USD 367 M | -USD 455 M | 6 | 3.03% | Reducidas |
|
| 302 |
Geneva Advisors
Chicago,
Illinois
| USD 366 M | +USD 75.5 M | 8 | 7.03% | Aumentadas |
|
| 303 |
LPL Financial
San Diego,
California
| USD 365 M | +USD 235 M | 12 | 1.01% | Aumentadas |
|
| 304 |
Natixis Advisors
Boston,
Massachusetts
| USD 364 M | +USD 8.37 M | 11 | 5.96% | Aumentadas |
|
| 305 |
ClariVest Asset Management
San Diego,
California
| USD 362 M | -USD 12.8 M | 9 | 10.22% | Reducidas |
|
| 306 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 361 M | -USD 64.3 M | 11 | 3.48% | Reducidas |
|
| 307 |
Comgest Global Investors
Paris,
France
| USD 360 M | -USD 62.7 M | 6 | 12% | Reducidas |
|
| 308 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 358 M | -USD 5.9 M | 9 | 7.63% | Reducidas |
|
| 309 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 357 M | +USD 138 M | 4 | 4.59% | Aumentadas |
|
| 310 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 357 M | +USD 355 M | 11 | 4.62% | Nuevas |
|
| 311 |
Two Sigma Advisers
New York
| USD 356 M | -USD 355 M | 12 | 2.12% | Reducidas |
|
| 312 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 353 M | +USD 8.35 M | 11 | 6.76% | Aumentadas |
|
| 313 |
HighTower Advisors
Chicago,
Illinois
| USD 349 M | +USD 83.6 M | 15 | 4.14% | Aumentadas |
|
| 314 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 348 M | +USD 220 M | 8 | 9.39% | Aumentadas |
|
| 315 |
HCM
Hoplite Capital Management
New York
| USD 347 M | +USD 15.4 M | 2 | 15.07% | Aumentadas |
|
| 316 |
John W. Bristol & Co
New York
| USD 344 M | -USD 48.8 M | 4 | 9.05% | Reducidas |
|
| 317 |
Acadian Asset Management
Boston,
Massachusetts
| USD 342 M | +USD 277 M | 13 | 1.79% | Aumentadas |
|
| 318 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 341 M | +USD 12.4 M | 11 | 3.41% | Aumentadas |
|
| 319 |
Bessemer Group
Woodbridge,
New Jersey
| USD 340 M | +USD 3.83 M | 11 | 1.89% | Aumentadas |
|
| 320 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 339 M | -USD 124 M | 4 | 4.56% | Reducidas |
|
| 321 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 337 M | -USD 70.5 M | 5 | 10.71% | Reducidas |
|
| 322 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 333 M | -USD 16.4 M | 5 | 13.55% | Reducidas |
|
| 323 |
FI
Focused Investors
Los Angeles,
California
| USD 328 M | -USD 25.2 M | 2 | 12.64% | Reducidas |
|
| 324 |
ExxonMobil Investment Management
Irving,
Texas
| USD 323 M | -USD 447 k | 10 | 8.01% | Reducidas |
|
| 325 |
KBC Group
Brussels,
Belgium
| USD 320 M | +USD 32.4 M | 12 | 5.9% | Aumentadas |
|