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 |
Xact Kapitalforvaltning
Stockholm,
Sweden
| USD 445 M | +USD 26.8 M | 14 | 10.65% | Aumentadas |
|
| 327 |
AGDR
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 441 M | +USD 424 M | 3 | 25.51% | Nuevas |
|
| 328 |
Natixis
Paris,
France
| USD 437 M | -USD 48.4 M | 10 | 3.36% | Reducidas |
|
| 329 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 436 M | -USD 111 M | 14 | 6.53% | Reducidas |
|
| 330 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 434 M | -USD 44.8 M | 7 | 4.46% | Reducidas |
|
| 331 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 434 M | +USD 9.37 M | 7 | 9.52% | Aumentadas |
|
| 332 |
Marsico Capital Management
Denver,
Colorado
| USD 432 M | -USD 7.92 M | 5 | 17.25% | Reducidas |
|
| 333 |
EP
Elkfork Partners
Portland,
Oregon
| USD 430 M | -USD 38.6 M | 9 | 11.65% | Reducidas |
|
| 334 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 429 M | -USD 51.5 M | 7 | 8.1% | Reducidas |
|
| 335 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 422 M | +USD 5.85 M | 12 | 9.17% | Aumentadas |
|
| 336 |
EC
Eminence Capital
New York
| USD 421 M | -USD 7.88 M | 2 | 6.42% | Reducidas |
|
| 337 |
Commerce Bank
Kansas City,
Missouri
| USD 420 M | +USD 2.04 M | 13 | 5.47% | Aumentadas |
|
| 338 |
Hexavest
Montreal,
Quebec, Canada
| USD 420 M | +USD 105 M | 6 | 4.79% | Aumentadas |
|
| 339 |
HMP
HS Management Partners
New York
| USD 418 M | -USD 54.2 M | 2 | 12.83% | Reducidas |
|
| 340 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 417 M | -USD 59.6 M | 9 | 1.89% | Reducidas |
|
| 341 |
Westwood Holdings Group
Dallas,
Texas
| USD 412 M | -USD 27.6 M | 6 | 3.1% | Reducidas |
|
| 342 |
HL Financial Services
Louisville,
Kentucky
| USD 410 M | -USD 7.21 M | 8 | 7.94% | Reducidas |
|
| 343 |
AustralianSuper
Melbourne,
Australia
| USD 409 M | +USD 104 M | 4 | 14.86% | Aumentadas |
|
| 344 |
Envestnet Asset Management
Chicago,
Illinois
| USD 408 M | +USD 12 M | 17 | 0.91% | Aumentadas |
|
| 345 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 406 M | -USD 1.77 M | 12 | 6.11% | Reducidas |
|
| 346 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 402 M | +USD 84.7 M | 7 | 6.7% | Aumentadas |
|
| 347 |
London Company of Virginia
Richmond,
Virginia
| USD 402 M | -USD 23.4 M | 4 | 2.91% | Reducidas |
|
| 348 |
Columbus Circle Investors
| USD 402 M | -USD 59 M | 4 | 7.63% | Reducidas |
|
| 349 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 397 M | +USD 5.61 M | 3 | 27.55% | Aumentadas |
|
| 350 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 394 M | +USD 2.14 M | 7 | 3.87% | Aumentadas |
|