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 |
SA
SPO Advisory
San Anselmo,
California
| USD 515 M | -USD 42.4 M | 2 | 12.58% | Reducidas |
|
| 327 |
Barings
Charlotte,
North Carolina
| USD 513 M | -USD 10.9 M | 15 | 7.24% | Reducidas |
|
| 328 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 512 M | +USD 4.8 M | 6 | 9.62% | Aumentadas |
|
| 329 |
Everett Harris & Co
Los Angeles,
California
| USD 509 M | +USD 362 k | 7 | 12.75% | Aumentadas |
|
| 330 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 509 M | +USD 34.5 M | 6 | 5.13% | Aumentadas |
|
| 331 |
Marshall Wace Asia
Central,
Hong Kong
| USD 503 M | +USD 32.1 M | 6 | 17.05% | Aumentadas |
|
| 332 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 502 M | +USD 1.75 M | 7 | 11.93% | Aumentadas |
|
| 333 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 496 M | +USD 701 k | 8 | 10.51% | Aumentadas |
|
| 334 |
London Company of Virginia
Richmond,
Virginia
| USD 495 M | -USD 11.5 M | 4 | 3.85% | Reducidas |
|
| 335 |
EP
Elkfork Partners
Portland,
Oregon
| USD 494 M | -USD 19.2 M | 10 | 11.75% | Reducidas |
|
| 336 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 490 M | -USD 41.3 M | 11 | 7.46% | Reducidas |
|
| 337 |
Shell Asset Management
The Hague,
Netherlands
| USD 488 M | +USD 15.3 M | 16 | 9.63% | Aumentadas |
|
| 338 |
Appaloosa LP
Short Hills,
New Jersey
| USD 486 M | -USD 359 M | 2 | 8.54% | Reducidas |
|
| 339 |
Creative Planning
Overland Park,
Kansas
| USD 485 M | +USD 6.12 M | 15 | 1.8% | Aumentadas |
|
| 340 |
Davenport & Co
Richmond,
Virginia
| USD 485 M | +USD 50.3 M | 8 | 5.62% | Aumentadas |
|
| 341 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 485 M | -USD 214 M | 3 | 7.95% | Reducidas |
|
| 342 |
Smith Group Asset Management
Dallas,
Texas
| USD 481 M | +USD 9.21 M | 6 | 13.67% | Aumentadas |
|
| 343 |
PCM
Palestra Capital Management
New York
| USD 479 M | +USD 173 M | 3 | 22.16% | Aumentadas |
|
| 344 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 477 M | -USD 325 M | 8 | 4.71% | Reducidas |
|
| 345 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 475 M | -USD 21.4 M | 8 | 2.69% | Reducidas |
|
| 346 |
MUFG Securities EMEA
London,
United Kingdom
| USD 473 M | +USD 120 M | 11 | 6.73% | Aumentadas |
|
| 347 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 470 M | -USD 168 M | 11 | 4% | Reducidas |
|
| 348 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 468 M | +USD 32.6 M | 6 | 5.44% | Aumentadas |
|
| 349 |
Select Equity Group
New York
| USD 467 M | +USD 156 M | 2 | 3.45% | Aumentadas |
|
| 350 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 462 M | +USD 7.05 M | 12 | 16.17% | Aumentadas |
|