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 |
Alyeska Investment Group
Chicago,
Illinois
| USD 459 M | -USD 112 M | 11 | 3.8% | Reducidas |
|
| 327 |
AJO LP
Philadelphia,
Pennsylvania
| USD 454 M | -USD 65.9 M | 9 | 2.08% | Reducidas |
|
| 328 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 451 M | -USD 34.8 M | 10 | 8.99% | Reducidas |
|
| 329 |
Suvretta Capital Management
New York
| USD 447 M | -USD 111 M | 2 | 11.29% | Reducidas |
|
| 330 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 441 M | +USD 22.6 M | 6 | 6.82% | Aumentadas |
|
| 331 |
Sachem Head Capital Management
New York
| USD 438 M | +USD 39.8 M | 2 | 14.61% | Aumentadas |
|
| 332 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 436 M | +USD 30.3 M | 15 | 4.39% | Aumentadas |
|
| 333 |
EP
Elkfork Partners
Portland,
Oregon
| USD 436 M | -USD 21.8 M | 9 | 11.74% | Reducidas |
|
| 334 |
Commerce Bank
Kansas City,
Missouri
| USD 435 M | -USD 9.9 M | 12 | 5.74% | Reducidas |
|
| 335 |
Scharf Investments
Los Gatos,
California
| USD 434 M | -USD 132 M | 2 | 12.19% | Reducidas |
|
| 336 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 432 M | +USD 3.41 M | 12 | 6.53% | Aumentadas |
|
| 337 |
Boston Advisors
Boston,
Massachusetts
| USD 432 M | -USD 77 M | 10 | 11.06% | Reducidas |
|
| 338 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 431 M | -USD 101 M | 5 | 6.43% | Reducidas |
|
| 339 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 428 M | -USD 14.7 M | 12 | 9.92% | Reducidas |
|
| 340 |
HL Financial Services
Louisville,
Kentucky
| USD 427 M | +USD 3.84 M | 8 | 7.57% | Aumentadas |
|
| 341 |
London Company of Virginia
Richmond,
Virginia
| USD 427 M | +USD 8.44 M | 4 | 3.42% | Aumentadas |
|
| 342 |
Norinchukin Bank
Tokyo,
Japan
| USD 425 M | +USD 30.5 M | 10 | 7.11% | Aumentadas |
|
| 343 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 422 M | -USD 167 M | 11 | 4.07% | Reducidas |
|
| 344 |
MUFG Securities EMEA
London,
United Kingdom
| USD 419 M | +USD 213 M | 9 | 8.9% | Aumentadas |
|
| 345 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 419 M | +USD 1.8 M | 12 | 8.91% | Aumentadas |
|
| 346 |
Parallax Volatility Advisers
San Francisco,
California
| USD 418 M | +USD 292 M | 16 | 0.56% | Aumentadas |
|
| 347 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 417 M | +USD 46 M | 4 | 8.51% | Aumentadas |
|
| 348 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 416 M | -USD 46.3 M | 7 | 4.58% | Reducidas |
|
| 349 |
Everett Harris & Co
Los Angeles,
California
| USD 414 M | +USD 12.7 M | 7 | 11.48% | Aumentadas |
|
| 350 |
Piedmont Investment Advisors
Durham,
North Carolina
| USD 414 M | -USD 139 M | 10 | 11.04% | Reducidas |
|