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 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1745 M | -USD 10.4 M | 6 | 17.83% | Reducidas |
|
| 302 |
M&G plc
London,
United Kingdom
| USD 1742 M | +USD 235 M | 9 | 9% | Aumentadas |
|
| 303 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1738 M | +USD 30.7 M | 29 | 4.48% | Aumentadas |
|
| 304 |
PineBridge Investments
New York
| USD 1730 M | -USD 146 M | 12 | 14.58% | Reducidas |
|
| 305 |
Amalgamated Bank
New York
| USD 1725 M | -USD 32.2 M | 19 | 13.2% | Reducidas |
|
| 306 |
IFM Investors
Melbourne,
Australia
| USD 1723 M | +USD 66 M | 15 | 14.37% | Aumentadas |
|
| 307 |
Capital Wealth Planning
Naples,
Florida
| USD 1721 M | +USD 477 M | 5 | 9.49% | Aumentadas |
|
| 308 |
Lido Advisors
Los Angeles,
California
| USD 1697 M | -USD 16.5 M | 20 | 5.19% | Reducidas |
|
| 309 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 1685 M | +USD 223 M | 19 | 8.37% | Aumentadas |
|
| 310 |
Cantillon Capital Management
New York
| USD 1669 M | -USD 151 M | 3 | 11.09% | Reducidas |
|
| 311 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1669 M | -USD 77.9 M | 6 | 29.5% | Reducidas |
|
| 312 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 1667 M | -USD 154 M | 9 | 13.1% | Reducidas |
|
| 313 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 1663 M | -USD 106 M | 16 | 20.45% | Reducidas |
|
| 314 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1661 M | +USD 58.8 M | 6 | 14.57% | Aumentadas |
|
| 315 |
Axiom Investors
Greenwich,
Connecticut
| USD 1648 M | -USD 922 M | 3 | 18.34% | Reducidas |
|
| 316 |
Fundsmith LLP
London,
United Kingdom
| USD 1642 M | -USD 204 M | 3 | 12.8% | Reducidas |
|
| 317 |
MML Investors Services
Springfield,
Massachusetts
| USD 1636 M | -USD 177 M | 20 | 4.54% | Reducidas |
|
| 318 |
PensionDanmark
Copenhagen O,
Denmark
| USD 1634 M | -USD 37.9 M | 16 | 15.89% | Reducidas |
|
| 319 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1617 M | +USD 74.5 M | 16 | 11.32% | Aumentadas |
|
| 320 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 1607 M | -USD 269 M | 4 | 33.61% | Reducidas |
|
| 321 |
Huntington National Bank
Columbus,
Ohio
| USD 1605 M | +USD 120 M | 27 | 8.85% | Aumentadas |
|
| 322 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 1602 M | +USD 450 M | 3 | 6.76% | Aumentadas |
|
| 323 |
Steward Partners Investment Advisory
New York
| USD 1588 M | +USD 162 M | 29 | 8.1% | Aumentadas |
|
| 324 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 1578 M | +USD 254 M | 5 | 5.17% | Aumentadas |
|
| 325 |
Markel Group
Glen Allen,
Virginia
| USD 1575 M | +USD 816 k | 4 | 13.19% | Aumentadas |
|