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 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 352 M | +USD 5.46 M | 7 | 4.3% | Aumentadas |
|
| 327 |
EP
Elkfork Partners
Portland,
Oregon
| USD 351 M | +USD 350 M | 9 | 11.55% | Nuevas |
|
| 328 |
Westwood Holdings Group
Dallas,
Texas
| USD 346 M | +USD 33.1 M | 6 | 2.82% | Aumentadas |
|
| 329 |
Atalanta Sosnoff Capital
New York
| USD 345 M | -USD 30.1 M | 6 | 12.26% | Reducidas |
|
| 330 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 342 M | -USD 76.4 M | 9 | 4.11% | Reducidas |
|
| 331 |
CS
Cisco Systems
San Jose,
California
| USD 341 M | USD 0 | 1 | 73.65% | Mantenido |
|
| 332 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 340 M | +USD 2.76 M | 12 | 8.27% | Aumentadas |
|
| 333 |
Hosking Partners
London,
United Kingdom
| USD 340 M | -USD 11.6 M | 6 | 10.89% | Reducidas |
|
| 334 |
WCM Investment Management
Laguna Beach,
California
| USD 338 M | +USD 20.8 M | 3 | 4.08% | Aumentadas |
|
| 335 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 338 M | -USD 35.2 M | 10 | 7.92% | Reducidas |
|
| 336 |
Third Point
New York
| USD 337 M | -USD 375 M | 1 | 3.31% | Reducidas |
|
| 337 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 334 M | +USD 37.2 M | 11 | 7.67% | Aumentadas |
|
| 338 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 329 M | -USD 19.3 M | 10 | 2.97% | Reducidas |
|
| 339 |
Nomura Holdings
Tokyo,
Japan
| USD 328 M | +USD 251 M | 15 | 0.83% | Aumentadas |
|
| 340 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 323 M | -USD 5.68 M | 4 | 13.59% | Reducidas |
|
| 341 |
GMT Capital
Atlanta,
Georgia
| USD 322 M | -USD 45.1 M | 4 | 6.73% | Reducidas |
|
| 342 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 322 M | +USD 4.83 M | 10 | 9.42% | Aumentadas |
|
| 343 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 321 M | -USD 19.9 M | 4 | 2.94% | Reducidas |
|
| 344 |
HL Financial Services
Louisville,
Kentucky
| USD 316 M | +USD 14.4 M | 7 | 6.81% | Aumentadas |
|
| 345 |
Aristotle Capital Management
Los Angeles,
California
| USD 314 M | +USD 5.39 M | 1 | 2.97% | Aumentadas |
|
| 346 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 311 M | -USD 56.3 M | 4 | 25.08% | Reducidas |
|
| 347 |
Abrams Capital Management
Boston,
Massachusetts
| USD 309 M | USD 0 | 1 | 11.36% | Mantenido |
|
| 348 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 308 M | +USD 12.8 M | 13 | 2.28% | Aumentadas |
|
| 349 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 308 M | -USD 6.36 M | 5 | 12.6% | Reducidas |
|
| 350 |
HCM
Hitchwood Capital Management
New York
| USD 308 M | -USD 71 M | 2 | 10.65% | Reducidas |
|