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 |
LSV Asset Management
Chicago,
Illinois
| USD 1090 M | -USD 138 M | 8 | 2.54% | Reducidas |
|
| 302 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 1088 M | -USD 11.3 M | 7 | 15.18% | Reducidas |
|
| 303 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 1084 M | +USD 146 M | 12 | 8.97% | Aumentadas |
|
| 304 |
GuardCap Asset Management
London,
United Kingdom
| USD 1078 M | -USD 54.4 M | 3 | 14.98% | Reducidas |
|
| 305 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1078 M | +USD 72.1 M | 3 | 12.51% | Aumentadas |
|
| 306 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 1071 M | -USD 16.4 M | 4 | 11.68% | Reducidas |
|
| 307 |
Cantillon Capital Management
New York
| USD 1049 M | -USD 3.99 M | 2 | 7.78% | Reducidas |
|
| 308 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 1033 M | -USD 17 M | 3 | 23.85% | Reducidas |
|
| 309 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 1022 M | +USD 53.4 M | 12 | 15.07% | Aumentadas |
|
| 310 |
Nissay Asset Management
Tokyo,
Japan
| USD 998 M | +USD 51.7 M | 14 | 8.84% | Aumentadas |
|
| 311 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 994 M | +USD 16.7 M | 24 | 4.64% | Aumentadas |
|
| 312 |
Everett Harris & Co
Los Angeles,
California
| USD 991 M | -USD 10 M | 6 | 15.46% | Reducidas |
|
| 313 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 990 M | -USD 58.5 M | 14 | 13.13% | Reducidas |
|
| 314 |
Boston Trust Walden
Boston,
Massachusetts
| USD 989 M | -USD 12.4 M | 9 | 8.29% | Reducidas |
|
| 315 |
H&H International Investment
Palo Alto,
California
| USD 973 M | -USD 68.7 M | 2 | 7.33% | Reducidas |
|
| 316 |
Squarepoint
New York
| USD 969 M | -USD 1.8 M | 22 | 2.39% | Reducidas |
|
| 317 |
Davenport & Co
Richmond,
Virginia
| USD 969 M | +USD 28.5 M | 11 | 7.33% | Aumentadas |
|
| 318 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 964 M | +USD 17 M | 13 | 9.52% | Aumentadas |
|
| 319 |
First Pacific Advisors
El Segundo,
California
| USD 961 M | -USD 66.5 M | 4 | 15.06% | Reducidas |
|
| 320 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 951 M | -USD 8.83 M | 17 | 12.8% | Reducidas |
|
| 321 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 945 M | -USD 117 M | 21 | 4.94% | Reducidas |
|
| 322 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 937 M | +USD 2.97 M | 20 | 13.39% | Aumentadas |
|
| 323 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 936 M | -USD 153 M | 3 | 4.53% | Reducidas |
|
| 324 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 933 M | USD 0 | 1 | 11.19% | Mantenido |
|
| 325 |
Vontobel Holding
Zurich,
Switzerland
| USD 929 M | -USD 29.9 M | 23 | 8.57% | Reducidas |
|