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 |
Nomura Asset Management
Tokyo,
Japan
| USD 255 M | +USD 675 k | 11 | 5.11% | Aumentadas |
|
| 327 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 254 M | -USD 69.3 M | 3 | 1.91% | Reducidas |
|
| 328 |
Tran Capital Management
San Rafael,
California
| USD 253 M | -USD 6.69 M | 3 | 6.18% | Reducidas |
|
| 329 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 252 M | +USD 35.6 M | 4 | 4.2% | Aumentadas |
|
| 330 |
Sarasin & Partners
London,
United Kingdom
| USD 252 M | -USD 236 M | 3 | 4.53% | Reducidas |
|
| 331 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 252 M | +USD 79.9 M | 2 | 2.56% | Aumentadas |
|
| 332 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 251 M | -USD 5.57 M | 1 | 5% | Reducidas |
|
| 333 |
Egerton Capital (UK)
London,
United Kingdom
| USD 247 M | +USD 251 M | 1 | 2.79% | Nuevas |
|
| 334 |
GLG LLC
New York
| USD 245 M | -USD 14.6 M | 6 | 6.13% | Reducidas |
|
| 335 |
Martingale Asset Management
Boston,
Massachusetts
| USD 244 M | +USD 6.25 M | 7 | 5.98% | Aumentadas |
|
| 336 |
IIM
Ivory Investment Management
New York
| USD 244 M | +USD 12.5 M | 2 | 6.55% | Aumentadas |
|
| 337 |
Hexavest
Montreal,
Quebec, Canada
| USD 243 M | +USD 7.94 M | 3 | 4.24% | Aumentadas |
|
| 338 |
KBC Group
Brussels,
Belgium
| USD 243 M | -USD 68.6 M | 10 | 4.88% | Reducidas |
|
| 339 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 241 M | -USD 15.5 M | 10 | 6.7% | Reducidas |
|
| 340 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 239 M | -USD 2.5 M | 6 | 7.22% | Reducidas |
|
| 341 |
Alleghany Corporation
New York
| USD 238 M | USD 0 | 1 | 8.48% | Mantenido |
|
| 342 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 234 M | -USD 21.2 M | 5 | 6.34% | Reducidas |
|
| 343 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 231 M | +USD 5.06 M | 10 | 5.75% | Aumentadas |
|
| 344 |
RS Investment Management
San Francisco,
California
| USD 231 M | -USD 44.8 M | 4 | 2.06% | Reducidas |
|
| 345 |
London Company of Virginia
Richmond,
Virginia
| USD 229 M | +USD 8.2 M | 4 | 2.12% | Aumentadas |
|
| 346 |
USS Investment Management
London,
United Kingdom
| USD 226 M | -USD 203 M | 3 | 4.02% | Reducidas |
|
| 347 |
HighTower Advisors
Chicago,
Illinois
| USD 226 M | +USD 19.1 M | 12 | 3% | Aumentadas |
|
| 348 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 226 M | -USD 24.8 M | 4 | 11.1% | Reducidas |
|
| 349 |
GTP
Global Thematic Partners
New York
| USD 226 M | -USD 38.1 M | 2 | 3.79% | Reducidas |
|
| 350 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 226 M | +USD 1.18 M | 3 | 5.45% | Aumentadas |
|