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 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 369 M | -USD 65.6 M | 4 | 12.34% | Reducidas |
|
| 327 |
SCM
Steadfast Capital Management
New York
| USD 368 M | +USD 68.2 M | 4 | 7.1% | Aumentadas |
|
| 328 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 363 M | -USD 7.83 M | 12 | 8.28% | Reducidas |
|
| 329 |
Jupiter Investment Management
London,
United Kingdom
| USD 357 M | -USD 47.3 M | 7 | 5.04% | Reducidas |
|
| 330 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 355 M | +USD 17.8 M | 14 | 2.37% | Aumentadas |
|
| 331 |
Martingale Asset Management
Boston,
Massachusetts
| USD 353 M | -USD 61.4 M | 9 | 5.1% | Reducidas |
|
| 332 |
Sarasin & Partners
London,
United Kingdom
| USD 350 M | -USD 87.4 M | 4 | 6.8% | Reducidas |
|
| 333 |
Boston Trust Walden
Boston,
Massachusetts
| USD 347 M | +USD 14.8 M | 9 | 5.41% | Aumentadas |
|
| 334 |
Marsico Capital Management
Denver,
Colorado
| USD 347 M | -USD 68 M | 4 | 15.02% | Reducidas |
|
| 335 |
SCM
Suvretta Capital Management
New York
| USD 347 M | +USD 340 M | 2 | 10.8% | Nuevas |
|
| 336 |
Aristotle Capital Management
Los Angeles,
California
| USD 345 M | +USD 11.9 M | 1 | 3.14% | Aumentadas |
|
| 337 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 345 M | +USD 144 M | 10 | 6.11% | Aumentadas |
|
| 338 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 344 M | -USD 23.9 M | 10 | 8.23% | Reducidas |
|
| 339 |
HL Financial Services
Louisville,
Kentucky
| USD 344 M | +USD 7.65 M | 8 | 7.06% | Aumentadas |
|
| 340 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 339 M | +USD 2.56 M | 6 | 2.15% | Aumentadas |
|
| 341 |
Envestnet Asset Management
Chicago,
Illinois
| USD 338 M | +USD 17 M | 15 | 1.08% | Aumentadas |
|
| 342 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 337 M | +USD 54.8 M | 7 | 10.15% | Aumentadas |
|
| 343 |
GMT Capital
Atlanta,
Georgia
| USD 337 M | -USD 17.2 M | 4 | 7.11% | Reducidas |
|
| 344 |
London Company of Virginia
Richmond,
Virginia
| USD 336 M | +USD 105 M | 4 | 2.22% | Aumentadas |
|
| 345 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 335 M | -USD 7.46 M | 4 | 3.14% | Reducidas |
|
| 346 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 332 M | -USD 386 k | 7 | 3.62% | Reducidas |
|
| 347 |
Abrams Capital Management
Boston,
Massachusetts
| USD 328 M | USD 0 | 1 | 12.57% | Mantenido |
|
| 348 |
Commerce Bank
Kansas City,
Missouri
| USD 328 M | +USD 8.66 M | 11 | 4.67% | Aumentadas |
|
| 349 |
GHCM
Glen Harbor Capital Management
San Diego,
California
| USD 327 M | +USD 15.4 M | 9 | 8.17% | Aumentadas |
|
| 350 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 325 M | +USD 3.3 M | 11 | 2.79% | Aumentadas |
|