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 |
PFM Health Sciences
San Francisco,
California
| USD 319 M | +USD 261 M | 4 | 9.7% | Aumentadas |
|
| 327 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 317 M | +USD 19.7 M | 8 | 2.45% | Aumentadas |
|
| 328 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 317 M | -USD 31.5 M | 9 | 2.8% | Reducidas |
|
| 329 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 316 M | +USD 91.9 M | 11 | 9.92% | Aumentadas |
|
| 330 |
Maverick Capital
Dallas,
Texas
| USD 314 M | -USD 238 M | 2 | 4.52% | Reducidas |
|
| 331 |
FQ
First Quadrant
Glendale,
California
| USD 312 M | +USD 94 M | 10 | 6.86% | Aumentadas |
|
| 332 |
Envestnet Asset Management
Chicago,
Illinois
| USD 310 M | +USD 97.2 M | 13 | 1.41% | Aumentadas |
|
| 333 |
Numeric Investors
Boston,
Massachusetts
| USD 309 M | -USD 9.6 M | 11 | 3.32% | Reducidas |
|
| 334 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 309 M | -USD 87.5 M | 3 | 14.39% | Reducidas |
|
| 335 |
Martingale Asset Management
Boston,
Massachusetts
| USD 308 M | +USD 27.4 M | 8 | 6.83% | Aumentadas |
|
| 336 |
Nomura Asset Management
Tokyo,
Japan
| USD 307 M | +USD 8.77 M | 13 | 5.93% | Aumentadas |
|
| 337 |
IAM
Iridian Asset Management
Westport,
Connecticut
| USD 305 M | +USD 289 M | 1 | 2.51% | Nuevas |
|
| 338 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 302 M | -USD 15.4 M | 3 | 18.41% | Reducidas |
|
| 339 |
CS
Cisco Systems
San Jose,
California
| USD 301 M | USD 0 | 1 | 99.36% | Mantenido |
|
| 340 |
Hexavest
Montreal,
Quebec, Canada
| USD 301 M | +USD 29.8 M | 5 | 4.77% | Aumentadas |
|
| 341 |
Boston Advisors
Boston,
Massachusetts
| USD 301 M | +USD 183 M | 8 | 7.03% | Aumentadas |
|
| 342 |
Tran Capital Management
San Rafael,
California
| USD 295 M | +USD 27 M | 4 | 7.92% | Aumentadas |
|
| 343 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 294 M | -USD 100 M | 2 | 5.05% | Reducidas |
|
| 344 |
Mondrian Investment Partners
London,
United Kingdom
| USD 293 M | -USD 8.21 M | 3 | 6.44% | Reducidas |
|
| 345 |
Edge Asset Management
Seattle,
Washington
| USD 291 M | -USD 29 M | 6 | 2.82% | Reducidas |
|
| 346 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 290 M | +USD 4.72 M | 11 | 7.63% | Aumentadas |
|
| 347 |
NWQ Investment Management Company
Los Angeles,
California
| USD 290 M | -USD 7.38 M | 3 | 4.49% | Reducidas |
|
| 348 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 287 M | +USD 19.5 M | 6 | 3.93% | Aumentadas |
|
| 349 |
RS Investment Management
San Francisco,
California
| USD 285 M | +USD 5.04 M | 5 | 2.55% | Aumentadas |
|
| 350 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 282 M | +USD 36 M | 4 | 2.92% | Aumentadas |
|