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 |
Geneva Advisors
Chicago,
Illinois
| USD 364 M | +USD 19.3 M | 8 | 7.32% | Aumentadas |
|
| 302 |
SCM
Suvretta Capital Management
New York
| USD 364 M | +USD 111 M | 3 | 13.77% | Aumentadas |
|
| 303 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 364 M | +USD 7.82 M | 10 | 7.67% | Aumentadas |
|
| 304 |
NM
NWI Management
New York
| USD 362 M | +USD 112 M | 3 | 22.6% | Aumentadas |
|
| 305 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 359 M | -USD 44.8 M | 4 | 7.89% | Reducidas |
|
| 306 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 356 M | -USD 115 M | 8 | 10.73% | Reducidas |
|
| 307 |
HighTower Advisors
Chicago,
Illinois
| USD 352 M | +USD 170 k | 14 | 1.15% | Aumentadas |
|
| 308 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 352 M | +USD 14.1 M | 7 | 9.18% | Aumentadas |
|
| 309 |
BRC
Blue Ridge Capital
New York
| USD 351 M | +USD 73.6 M | 2 | 4.26% | Aumentadas |
|
| 310 |
Jupiter Investment Management
London,
United Kingdom
| USD 351 M | +USD 98.9 M | 9 | 7.18% | Aumentadas |
|
| 311 |
ExxonMobil Investment Management
Irving,
Texas
| USD 347 M | +USD 24.5 M | 10 | 7.9% | Aumentadas |
|
| 312 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 345 M | -USD 39.1 M | 5 | 7.16% | Reducidas |
|
| 313 |
Martingale Asset Management
Boston,
Massachusetts
| USD 341 M | +USD 28.8 M | 9 | 6.74% | Aumentadas |
|
| 314 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 340 M | -USD 28 M | 3 | 3.94% | Reducidas |
|
| 315 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 338 M | -USD 24 M | 3 | 14.75% | Reducidas |
|
| 316 |
Farallon Capital Management
San Francisco,
California
| USD 337 M | +USD 113 M | 2 | 3.23% | Aumentadas |
|
| 317 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 335 M | +USD 1.05 M | 8 | 2.46% | Aumentadas |
|
| 318 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 328 M | +USD 37.3 M | 11 | 7.6% | Aumentadas |
|
| 319 |
Comgest Global Investors
Paris,
France
| USD 319 M | -USD 33.5 M | 6 | 10.86% | Reducidas |
|
| 320 |
ClariVest Asset Management
San Diego,
California
| USD 319 M | -USD 32.2 M | 10 | 9.64% | Reducidas |
|
| 321 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 317 M | +USD 1.51 M | 4 | 3.13% | Aumentadas |
|
| 322 |
Envestnet Asset Management
Chicago,
Illinois
| USD 315 M | +USD 3.71 M | 13 | 1.36% | Aumentadas |
|
| 323 |
John W. Bristol & Co
New York
| USD 315 M | -USD 10.9 M | 4 | 8.51% | Reducidas |
|
| 324 |
Point72 Asset Management
Stamford,
Connecticut
| USD 314 M | -USD 46.7 M | 5 | 2.41% | Reducidas |
|
| 325 |
PC
Passport Capital
San Francisco,
California
| USD 310 M | -USD 155 M | 5 | 5.04% | Reducidas |
|