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 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 409 M | +USD 52.8 M | 6 | 8.13% | Aumentadas |
|
| 327 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 408 M | -USD 247 M | 12 | 3.49% | Reducidas |
|
| 328 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 403 M | +USD 45.4 M | 7 | 2.08% | Aumentadas |
|
| 329 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 391 M | +USD 20.2 M | 17 | 2.49% | Aumentadas |
|
| 330 |
Wolverine Trading
Chicago,
Illinois
| USD 389 M | +USD 152 M | 16 | 1.79% | Aumentadas |
|
| 331 |
Boston Trust Walden
Boston,
Massachusetts
| USD 388 M | +USD 18.4 M | 9 | 6.23% | Aumentadas |
|
| 332 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 387 M | -USD 4.16 M | 7 | 4.42% | Reducidas |
|
| 333 |
Banco Santander
Madrid,
Spain
| USD 387 M | +USD 274 M | 6 | 7.59% | Aumentadas |
|
| 334 |
Capital Guardian Trust
Los Angeles,
California
| USD 386 M | -USD 699 M | 10 | 7.09% | Reducidas |
|
| 335 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 383 M | -USD 60.1 M | 4 | 12.85% | Reducidas |
|
| 336 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 383 M | +USD 9.12 M | 8 | 11.09% | Aumentadas |
|
| 337 |
CS
Cisco Systems
San Jose,
California
| USD 378 M | USD 0 | 1 | 49.78% | Mantenido |
|
| 338 |
LPL Financial
San Diego,
California
| USD 378 M | +USD 286 M | 16 | 1.43% | Aumentadas |
|
| 339 |
TI
TRG Investments
Richmond,
Virginia
| USD 378 M | USD 0 | 1 | 42.96% | Mantenido |
|
| 340 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 377 M | -USD 61.2 M | 12 | 7.08% | Reducidas |
|
| 341 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 373 M | -USD 55.4 M | 12 | 6.34% | Reducidas |
|
| 342 |
Martingale Asset Management
Boston,
Massachusetts
| USD 371 M | +USD 3.66 M | 10 | 5.23% | Aumentadas |
|
| 343 |
Aristotle Capital Management
Los Angeles,
California
| USD 370 M | +USD 9.01 M | 1 | 3.09% | Aumentadas |
|
| 344 |
Egerton Capital (UK)
London,
United Kingdom
| USD 370 M | -USD 213 M | 2 | 3.71% | Reducidas |
|
| 345 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 367 M | -USD 40.4 M | 7 | 7.74% | Reducidas |
|
| 346 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 364 M | -USD 202 M | 2 | 2.69% | Reducidas |
|
| 347 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 362 M | +USD 11.3 M | 3 | 25.32% | Aumentadas |
|
| 348 |
Envestnet Asset Management
Chicago,
Illinois
| USD 360 M | -USD 2.62 M | 16 | 1% | Reducidas |
|
| 349 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 360 M | -USD 84.5 M | 4 | 8.74% | Reducidas |
|
| 350 |
London Company of Virginia
Richmond,
Virginia
| USD 360 M | +USD 3.43 M | 4 | 2.44% | Aumentadas |
|