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 | |
|---|---|---|---|---|---|---|---|
| 326 |
Odey Asset Management Group
London,
United Kingdom
| USD 230 M | +USD 141 M | 2 | 4.76% | Aumentadas |
|
| 327 |
Regions Financial Corp
Birmingham,
Alabama
| USD 229 M | -USD 16.9 M | 8 | 2.83% | Reducidas |
|
| 328 |
Oldfield Partners
London,
United Kingdom
| USD 228 M | +USD 41.1 M | 1 | 12.08% | Aumentadas |
|
| 329 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 227 M | -USD 50.8 M | 6 | 4.04% | Reducidas |
|
| 330 |
Waverton Investment Management
London,
United Kingdom
| USD 227 M | +USD 3.64 M | 6 | 11.6% | Aumentadas |
|
| 331 |
SA
SQ Advisors
Naples,
Florida
| USD 225 M | +USD 20.1 M | 1 | 10.71% | Aumentadas |
|
| 332 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 222 M | -USD 48.7 M | 9 | 6.38% | Reducidas |
|
| 333 |
United States Steel & Carnegie Pension Fund
New York
| USD 222 M | -USD 12.6 M | 2 | 5.02% | Reducidas |
|
| 334 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 221 M | +USD 201 M | 5 | 6.52% | Nuevas |
|
| 335 |
Natixis Advisors
Boston,
Massachusetts
| USD 221 M | +USD 12.4 M | 10 | 3.62% | Aumentadas |
|
| 336 |
GMT Capital
Atlanta,
Georgia
| USD 220 M | -USD 14.1 M | 1 | 4.65% | Reducidas |
|
| 337 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 220 M | -USD 9.1 M | 1 | 4.75% | Reducidas |
|
| 338 |
Geneva Advisors
Chicago,
Illinois
| USD 218 M | +USD 18.2 M | 6 | 4.02% | Aumentadas |
|
| 339 |
Weitz Investment Management
Omaha,
Nebraska
| USD 218 M | +USD 48.7 M | 3 | 7.29% | Aumentadas |
|
| 340 |
Schafer Cullen Capital Management
New York
| USD 216 M | -USD 797 k | 2 | 2.14% | Reducidas |
|
| 341 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 212 M | -USD 14.1 M | 8 | 3.36% | Reducidas |
|
| 342 |
Profit Investment Management
North Bethesda,
Maryland
| USD 211 M | -USD 18.3 M | 7 | 9.62% | Reducidas |
|
| 343 |
Boston Trust Walden
Boston,
Massachusetts
| USD 211 M | -USD 4.17 M | 6 | 3.08% | Reducidas |
|
| 344 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 211 M | USD 0 | 1 | 5.47% | Mantenido |
|
| 345 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 210 M | +USD 70.7 M | 9 | 5.59% | Aumentadas |
|
| 346 |
Asset Management One
Tokyo,
Japan
| USD 208 M | -USD 14.6 M | 10 | 3.23% | Reducidas |
|
| 347 |
Silvercrest Asset Management
New York
| USD 206 M | -USD 15 M | 5 | 3.41% | Reducidas |
|
| 348 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 205 M | -USD 4.67 M | 1 | 4.11% | Reducidas |
|
| 349 |
Parnassus Investments
San Francisco,
California
| USD 204 M | +USD 1.79 M | 3 | 2.08% | Aumentadas |
|
| 350 |
Thomaspartners
Boston,
Massachusetts
| USD 204 M | +USD 85 M | 3 | 5.61% | Aumentadas |
|