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 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 425 M | +USD 19.8 M | 17 | 2.54% | Aumentadas |
|
| 327 |
HMP
HS Management Partners
New York
| USD 422 M | -USD 17.2 M | 2 | 13.62% | Reducidas |
|
| 328 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 421 M | -USD 10 M | 11 | 6.92% | Reducidas |
|
| 329 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 419 M | +USD 1.68 M | 7 | 4.59% | Aumentadas |
|
| 330 |
Boston Trust Walden
Boston,
Massachusetts
| USD 416 M | +USD 9.6 M | 9 | 6.47% | Aumentadas |
|
| 331 |
Westwood Holdings Group
Dallas,
Texas
| USD 416 M | -USD 20.7 M | 6 | 3.3% | Reducidas |
|
| 332 |
Atalanta Sosnoff Capital
New York
| USD 415 M | -USD 54.4 M | 6 | 14.36% | Reducidas |
|
| 333 |
EP
Elkfork Partners
Portland,
Oregon
| USD 413 M | -USD 19.6 M | 8 | 11.99% | Reducidas |
|
| 334 |
Columbus Circle Investors
| USD 412 M | -USD 67.1 M | 7 | 7.02% | Reducidas |
|
| 335 |
Banco Santander
Madrid,
Spain
| USD 412 M | +USD 17.2 M | 7 | 6.8% | Aumentadas |
|
| 336 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 408 M | +USD 5.24 M | 13 | 7.12% | Aumentadas |
|
| 337 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 407 M | +USD 39.3 M | 6 | 9.43% | Aumentadas |
|
| 338 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 406 M | +USD 3.18 M | 7 | 8.04% | Aumentadas |
|
| 339 |
Marsico Capital Management
Denver,
Colorado
| USD 406 M | -USD 50.1 M | 5 | 16.3% | Reducidas |
|
| 340 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 406 M | +USD 238 M | 3 | 8.4% | Aumentadas |
|
| 341 |
Aristotle Capital Management
Los Angeles,
California
| USD 405 M | +USD 5.2 M | 1 | 3.15% | Aumentadas |
|
| 342 |
Two Sigma Investments
New York
| USD 404 M | +USD 30.4 M | 14 | 1.43% | Aumentadas |
|
| 343 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 404 M | -USD 30.9 M | 4 | 12.43% | Reducidas |
|
| 344 |
Nomura Holdings
Tokyo,
Japan
| USD 402 M | -USD 37.3 M | 13 | 0.85% | Reducidas |
|
| 345 |
SAM
Scopus Asset Management
New York
| USD 398 M | +USD 44.7 M | 4 | 4.09% | Aumentadas |
|
| 346 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 395 M | +USD 5.66 M | 3 | 20.53% | Aumentadas |
|
| 347 |
Hosking Partners
London,
United Kingdom
| USD 394 M | -USD 86.3 M | 7 | 10.25% | Reducidas |
|
| 348 |
CS
Cisco Systems
San Jose,
California
| USD 385 M | -USD 79 M | 1 | 49.81% | Reducidas |
|
| 349 |
EC
Eminence Capital
New York
| USD 384 M | +USD 195 M | 2 | 6.22% | Aumentadas |
|
| 350 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 383 M | -USD 27.4 M | 7 | 11.61% | Reducidas |
|