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 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 352 M | -USD 19.5 M | 1 | 2.21% | Reducidas |
|
| 327 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 338 M | +USD 7.87 M | 12 | 8.41% | Aumentadas |
|
| 328 |
WCM Investment Management
Laguna Beach,
California
| USD 335 M | +USD 1.86 M | 2 | 3.82% | Aumentadas |
|
| 329 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 334 M | -USD 45 M | 4 | 13.7% | Reducidas |
|
| 330 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 334 M | -USD 6.23 M | 4 | 3.12% | Reducidas |
|
| 331 |
TCM
Tybourne Capital Management
Hong Kong
| USD 331 M | +USD 25.7 M | 1 | 16.49% | Aumentadas |
|
| 332 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 330 M | +USD 20.6 M | 10 | 7.12% | Aumentadas |
|
| 333 |
Farallon Capital Management
San Francisco,
California
| USD 329 M | -USD 103 M | 2 | 4.81% | Reducidas |
|
| 334 |
Jane Street
New York
| USD 328 M | +USD 103 M | 17 | 1.57% | Aumentadas |
|
| 335 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 327 M | -USD 38.7 M | 6 | 7.36% | Reducidas |
|
| 336 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 325 M | -USD 6.3 M | 10 | 9.49% | Reducidas |
|
| 337 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 325 M | +USD 31.8 M | 13 | 2.89% | Aumentadas |
|
| 338 |
Jericho Capital Asset Management
New York
| USD 324 M | +USD 102 M | 2 | 12.98% | Aumentadas |
|
| 339 |
John W. Bristol & Co
New York
| USD 323 M | -USD 1.36 M | 4 | 8.86% | Reducidas |
|
| 340 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 323 M | +USD 12.9 M | 10 | 2.97% | Aumentadas |
|
| 341 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 321 M | +USD 17.6 M | 7 | 3.89% | Aumentadas |
|
| 342 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 321 M | +USD 21.9 M | 8 | 3.6% | Aumentadas |
|
| 343 |
CS
Cisco Systems
San Jose,
California
| USD 317 M | USD 0 | 1 | 72.58% | Mantenido |
|
| 344 |
Asset Management One
Tokyo,
Japan
| USD 315 M | +USD 27.7 M | 12 | 4.68% | Aumentadas |
|
| 345 |
FQ
First Quadrant
Glendale,
California
| USD 312 M | +USD 20.8 M | 11 | 6.6% | Aumentadas |
|
| 346 |
EverPoint Asset Management
Stamford,
Connecticut
| USD 311 M | +USD 191 M | 6 | 5.6% | Aumentadas |
|
| 347 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 309 M | -USD 105 M | 5 | 13.46% | Reducidas |
|
| 348 |
Jana Partners
New York
| USD 308 M | -USD 535 M | 2 | 5.39% | Reducidas |
|
| 349 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 307 M | +USD 35.7 M | 10 | 7.37% | Aumentadas |
|
| 350 |
Westwood Holdings Group
Dallas,
Texas
| USD 305 M | +USD 143 M | 6 | 2.58% | Aumentadas |
|