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 713 M | -USD 27.2 M | 6 | 3.75% | Reducidas |
|
| 302 |
ClariVest Asset Management
San Diego,
California
| USD 701 M | -USD 51.9 M | 9 | 16.07% | Reducidas |
|
| 303 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 691 M | +USD 6.6 M | 14 | 9.33% | Aumentadas |
|
| 304 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 691 M | -USD 88.3 M | 1 | 4.82% | Reducidas |
|
| 305 |
Green Court Capital Management
Hong Kong
| USD 688 M | -USD 19 M | 1 | 69.51% | Reducidas |
|
| 306 |
Westpac Banking Corp
Sydney,
Australia
| USD 681 M | -USD 16 M | 15 | 8.77% | Reducidas |
|
| 307 |
Banco Santander
Madrid,
Spain
| USD 679 M | +USD 61.1 M | 8 | 6.27% | Aumentadas |
|
| 308 |
Cantillon Capital Management
New York
| USD 676 M | -USD 49.6 M | 2 | 6.29% | Reducidas |
|
| 309 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 671 M | -USD 1.26 M | 6 | 7.62% | Reducidas |
|
| 310 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 664 M | +USD 46.7 M | 4 | 14.03% | Aumentadas |
|
| 311 |
BAMCO Inc
New York
| USD 664 M | +USD 11.7 M | 8 | 2.54% | Aumentadas |
|
| 312 |
Manning & Napier Group
Fairport,
New York
| USD 661 M | -USD 11.2 M | 8 | 7.14% | Reducidas |
|
| 313 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 661 M | -USD 19.3 M | 8 | 4.59% | Reducidas |
|
| 314 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 646 M | +USD 5.26 M | 15 | 4.24% | Aumentadas |
|
| 315 |
Sarasin & Partners
London,
United Kingdom
| USD 637 M | +USD 11.7 M | 5 | 9.74% | Aumentadas |
|
| 316 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 637 M | -USD 61 M | 3 | 30.2% | Reducidas |
|
| 317 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 631 M | -USD 41 M | 4 | 8.3% | Reducidas |
|
| 318 |
PineBridge Investments
New York
| USD 629 M | +USD 44.5 M | 11 | 9.68% | Aumentadas |
|
| 319 |
Boston Trust Walden
Boston,
Massachusetts
| USD 627 M | -USD 12.5 M | 9 | 7.3% | Reducidas |
|
| 320 |
Troy Asset Management
London,
United Kingdom
| USD 626 M | +USD 5.88 M | 2 | 22.74% | Aumentadas |
|
| 321 |
SCGE Management
Menlo Park,
California
| USD 622 M | +USD 38.8 M | 4 | 25.13% | Aumentadas |
|
| 322 |
Parallax Volatility Advisers
San Francisco,
California
| USD 619 M | +USD 194 M | 17 | 0.71% | Aumentadas |
|
| 323 |
Norinchukin Bank
Tokyo,
Japan
| USD 609 M | -USD 47.1 M | 10 | 7.95% | Reducidas |
|
| 324 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 608 M | -USD 944 k | 14 | 7.32% | Reducidas |
|
| 325 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 604 M | -USD 4.96 M | 19 | 9.65% | Reducidas |
|