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 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 517 M | +USD 20.3 M | 4 | 7.97% | Aumentadas |
|
| 302 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
| USD 513 M | -USD 3.12 M | 9 | 10.31% | Reducidas |
|
| 303 |
Sound Shore Management
Greenwich,
Connecticut
| USD 509 M | -USD 154 M | 3 | 7.75% | Reducidas |
|
| 304 |
CI Global Investments
Oakland,
California
| USD 505 M | -USD 101 M | 4 | 8.57% | Reducidas |
|
| 305 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 502 M | +USD 26.1 M | 19 | 2.74% | Aumentadas |
|
| 306 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 489 M | -USD 26.8 M | 7 | 2.11% | Reducidas |
|
| 307 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 482 M | -USD 12.8 M | 13 | 5.66% | Reducidas |
|
| 308 |
CG
Cutler Group
San Francisco,
California
| USD 480 M | -USD 178 M | 17 | 19.64% | Reducidas |
|
| 309 |
Capital Guardian Trust
Los Angeles,
California
| USD 478 M | -USD 1.18 M | 9 | 6.77% | Reducidas |
|
| 310 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 477 M | +USD 3.86 M | 11 | 7.88% | Aumentadas |
|
| 311 |
Aristotle Capital Management
Los Angeles,
California
| USD 476 M | +USD 9.6 M | 1 | 3.3% | Aumentadas |
|
| 312 |
Farallon Capital Management
San Francisco,
California
| USD 471 M | -USD 153 M | 2 | 3.83% | Reducidas |
|
| 313 |
Boston Advisors
Boston,
Massachusetts
| USD 470 M | +USD 36.6 M | 10 | 10.15% | Aumentadas |
|
| 314 |
Suntrust Banks
Atlanta,
Georgia
| USD 467 M | -USD 44.8 M | 12 | 2.71% | Reducidas |
|
| 315 |
Balyasny Asset Management
Chicago,
Illinois
| USD 463 M | -USD 410 M | 16 | 1.45% | Reducidas |
|
| 316 |
Boston Trust Walden
Boston,
Massachusetts
| USD 462 M | +USD 5.14 M | 9 | 6.77% | Aumentadas |
|
| 317 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 460 M | -USD 1.87 M | 6 | 9.59% | Reducidas |
|
| 318 |
Hosking Partners
London,
United Kingdom
| USD 455 M | +USD 1.11 M | 7 | 10.4% | Aumentadas |
|
| 319 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 454 M | +USD 3.99 M | 11 | 7.85% | Aumentadas |
|
| 320 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 453 M | -USD 26.6 M | 10 | 8.39% | Reducidas |
|
| 321 |
Atalanta Sosnoff Capital
New York
| USD 452 M | -USD 11.9 M | 6 | 14.67% | Reducidas |
|
| 322 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 449 M | -USD 35.2 M | 12 | 9.76% | Reducidas |
|
| 323 |
Barings
Charlotte,
North Carolina
| USD 447 M | +USD 325 M | 14 | 5.82% | Aumentadas |
|
| 324 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 447 M | -USD 142 M | 1 | 8.89% | Reducidas |
|
| 325 |
BAMCO Inc
New York
| USD 446 M | -USD 54.7 M | 7 | 2.06% | Reducidas |
|