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 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 362 M | +USD 39.9 M | 3 | 5.12% | Aumentadas |
|
| 302 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 361 M | +USD 24.8 M | 8 | 2.02% | Aumentadas |
|
| 303 |
Comgest Global Investors
Paris,
France
| USD 360 M | +USD 526 k | 6 | 10.96% | Aumentadas |
|
| 304 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 356 M | -USD 26.2 M | 4 | 7.49% | Reducidas |
|
| 305 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 354 M | -USD 1.27 M | 7 | 7.76% | Reducidas |
|
| 306 |
Acadian Asset Management
Boston,
Massachusetts
| USD 350 M | +USD 79.3 M | 13 | 1.79% | Aumentadas |
|
| 307 |
Victory Capital Management
San Antonio,
Texas
| USD 349 M | +USD 73.3 M | 13 | 1.39% | Aumentadas |
|
| 308 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 348 M | -USD 11.2 M | 10 | 7.35% | Reducidas |
|
| 309 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 344 M | -USD 2.58 M | 7 | 9.2% | Reducidas |
|
| 310 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 341 M | -USD 22 M | 12 | 3.82% | Reducidas |
|
| 311 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 341 M | -USD 7.28 M | 8 | 9.75% | Reducidas |
|
| 312 |
WCM Investment Management
Laguna Beach,
California
| USD 338 M | +USD 17.9 M | 3 | 5.39% | Aumentadas |
|
| 313 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 337 M | -USD 108 M | 4 | 13.04% | Reducidas |
|
| 314 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 330 M | -USD 245 M | 1 | 2.01% | Reducidas |
|
| 315 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 326 M | +USD 1.05 M | 10 | 7.56% | Aumentadas |
|
| 316 |
ClariVest Asset Management
San Diego,
California
| USD 322 M | +USD 6.58 M | 9 | 9.59% | Aumentadas |
|
| 317 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 321 M | -USD 14.4 M | 5 | 7.28% | Reducidas |
|
| 318 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 319 M | -USD 657 k | 4 | 3.04% | Reducidas |
|
| 319 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 317 M | +USD 39.6 M | 3 | 17.09% | Aumentadas |
|
| 320 |
HighTower Advisors
Chicago,
Illinois
| USD 315 M | -USD 26.5 M | 13 | 3.99% | Reducidas |
|
| 321 |
Envestnet Asset Management
Chicago,
Illinois
| USD 315 M | +USD 10.2 M | 13 | 1.26% | Aumentadas |
|
| 322 |
Atalanta Sosnoff Capital
New York
| USD 307 M | -USD 92.7 M | 6 | 10.25% | Reducidas |
|
| 323 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 302 M | +USD 30.5 M | 8 | 7.8% | Aumentadas |
|
| 324 |
Natixis
Paris,
France
| USD 300 M | +USD 154 M | 8 | 5.58% | Aumentadas |
|
| 325 |
HCM
Hitchwood Capital Management
New York
| USD 299 M | -USD 279 M | 2 | 7.22% | Reducidas |
|