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 |
Daiwa Securities Group
Tokyo,
Japan
| USD 1046 M | +USD 53 M | 18 | 6.5% | Aumentadas |
|
| 327 |
Nissay Asset Management
Tokyo,
Japan
| USD 1038 M | -USD 101 M | 13 | 8.35% | Reducidas |
|
| 328 |
Balyasny Asset Management
Chicago,
Illinois
| USD 1037 M | -USD 484 M | 18 | 1.95% | Reducidas |
|
| 329 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1037 M | +USD 229 M | 6 | 14.47% | Aumentadas |
|
| 330 |
Guggenheim Capital
Chicago,
Illinois
| USD 1027 M | -USD 22.3 M | 19 | 7.76% | Reducidas |
|
| 331 |
MML Investors Services
Springfield,
Massachusetts
| USD 1015 M | +USD 101 M | 19 | 4.68% | Aumentadas |
|
| 332 |
First Pacific Advisors
El Segundo,
California
| USD 1014 M | -USD 38.7 M | 3 | 15.18% | Reducidas |
|
| 333 |
USS Investment Management
London,
United Kingdom
| USD 1010 M | -USD 3.71 M | 12 | 9% | Reducidas |
|
| 334 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 1007 M | -USD 58 M | 3 | 4.43% | Reducidas |
|
| 335 |
Empower Advisory Group
Greenwood Village,
Colorado
| USD 1007 M | +USD 4.97 M | 10 | 3.97% | Aumentadas |
|
| 336 |
Comgest Global Investors
Paris,
France
| USD 1006 M | +USD 6.04 M | 4 | 15.1% | Aumentadas |
|
| 337 |
AE Wealth Management
Topeka,
Kansas
| USD 1006 M | +USD 91.2 M | 21 | 5.13% | Aumentadas |
|
| 338 |
Capital Group Private Client Services
Los Angeles,
California
| USD 990 M | +USD 25.3 M | 5 | 10.23% | Aumentadas |
|
| 339 |
Farallon Capital Management
San Francisco,
California
| USD 987 M | -USD 1002 M | 3 | 4.52% | Reducidas |
|
| 340 |
Gilder Gagnon Howe & Co
New York
| USD 985 M | -USD 40.1 M | 9 | 13.51% | Reducidas |
|
| 341 |
Kodai Capital Management
Chicago,
Illinois
| USD 965 M | +USD 915 M | 7 | 19.66% | Nuevas |
|
| 342 |
Markel Group
Glen Allen,
Virginia
| USD 961 M | +USD 2.95 M | 4 | 10.45% | Aumentadas |
|
| 343 |
New York Life Investment Management
New York
| USD 950 M | -USD 16.7 M | 16 | 9.73% | Reducidas |
|
| 344 |
Carmignac Gestion
Paris,
France
| USD 946 M | -USD 400 M | 5 | 15.88% | Reducidas |
|
| 345 |
Jupiter Asset Management
London,
United Kingdom
| USD 945 M | -USD 41.2 M | 11 | 9.37% | Reducidas |
|
| 346 |
Tower Research Capital (TRC)
New York
| USD 939 M | +USD 513 M | 42 | 11.6% | Aumentadas |
|
| 347 |
AGF Management
Toronto,
Ontario, Canada
| USD 933 M | +USD 37.2 M | 12 | 5.5% | Aumentadas |
|
| 348 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 931 M | -USD 41 M | 15 | 13.56% | Reducidas |
|
| 349 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 924 M | -USD 12.1 M | 6 | 11.47% | Reducidas |
|
| 350 |
Cresset Asset Management
Chicago,
Illinois
| USD 919 M | +USD 37.4 M | 22 | 5.49% | Aumentadas |
|