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 |
MML Investors Services
Springfield,
Massachusetts
| USD 1658 M | +USD 72.1 M | 21 | 4.79% | Aumentadas |
|
| 302 |
Pathstone Holdings
Englewood,
New Jersey
| USD 1653 M | -USD 232 M | 20 | 6.54% | Reducidas |
|
| 303 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1652 M | +USD 17.3 M | 27 | 5.02% | Aumentadas |
|
| 304 |
Waverton Investment Management
London,
United Kingdom
| USD 1651 M | +USD 42.6 M | 6 | 22.73% | Aumentadas |
|
| 305 |
IFM Investors
Melbourne,
Australia
| USD 1642 M | +USD 57.3 M | 15 | 15.64% | Aumentadas |
|
| 306 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1630 M | -USD 258 M | 3 | 22.08% | Reducidas |
|
| 307 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 1618 M | -USD 36 M | 11 | 20.28% | Reducidas |
|
| 308 |
Two Sigma Investments
New York
| USD 1606 M | -USD 217 M | 27 | 2.84% | Reducidas |
|
| 309 |
VanEck Associates
New York
| USD 1603 M | -USD 94.3 M | 17 | 1.81% | Reducidas |
|
| 310 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1588 M | -USD 8.93 M | 6 | 15.13% | Reducidas |
|
| 311 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 1586 M | -USD 191 M | 4 | 22.88% | Reducidas |
|
| 312 |
Cantillon Capital Management
New York
| USD 1564 M | -USD 40.1 M | 3 | 9.04% | Reducidas |
|
| 313 |
QRG Capital Management
Chicago,
Illinois
| USD 1556 M | +USD 41.8 M | 16 | 13.58% | Aumentadas |
|
| 314 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1530 M | -USD 73.9 M | 2 | 20.96% | Reducidas |
|
| 315 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1528 M | -USD 37.1 M | 9 | 16.7% | Reducidas |
|
| 316 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1518 M | +USD 10 M | 18 | 12.29% | Aumentadas |
|
| 317 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1503 M | +USD 213 M | 15 | 13.86% | Aumentadas |
|
| 318 |
IEQ Capital
Foster City,
California
| USD 1500 M | -USD 14.3 M | 22 | 9.18% | Reducidas |
|
| 319 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1488 M | -USD 83.8 M | 5 | 7.95% | Reducidas |
|
| 320 |
AGF Management
Toronto,
Ontario, Canada
| USD 1482 M | -USD 251 M | 11 | 6.72% | Reducidas |
|
| 321 |
Huntington National Bank
Columbus,
Ohio
| USD 1468 M | +USD 33.4 M | 27 | 9.62% | Aumentadas |
|
| 322 |
Epoch Investment Partners
New York
| USD 1466 M | -USD 107 M | 7 | 7.58% | Reducidas |
|
| 323 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 1466 M | +USD 50 M | 15 | 13.22% | Aumentadas |
|
| 324 |
Jericho Capital Asset Management
New York
| USD 1458 M | +USD 351 M | 6 | 19.43% | Aumentadas |
|
| 325 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1453 M | -USD 163 M | 15 | 13.18% | Reducidas |
|