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 |
Everett Harris & Co
Los Angeles,
California
| USD 1371 M | +USD 546 k | 6 | 17.31% | Aumentadas |
|
| 327 |
QRG Capital Management
Chicago,
Illinois
| USD 1341 M | +USD 63 M | 16 | 13.81% | Aumentadas |
|
| 328 |
Rafferty Asset Management
New York
| USD 1322 M | +USD 70.2 M | 15 | 4.68% | Aumentadas |
|
| 329 |
Comgest Global Investors
Paris,
France
| USD 1321 M | +USD 17.5 M | 4 | 21.64% | Aumentadas |
|
| 330 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 1318 M | -USD 9.5 M | 4 | 22.81% | Reducidas |
|
| 331 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 1311 M | +USD 3.74 M | 18 | 14.44% | Aumentadas |
|
| 332 |
Lazard Frères Gestion
Paris,
France
| USD 1306 M | +USD 71.8 M | 6 | 26.16% | Aumentadas |
|
| 333 |
Farallon Capital Management
San Francisco,
California
| USD 1305 M | +USD 80.7 M | 3 | 5.73% | Aumentadas |
|
| 334 |
AGF Management
Toronto,
Ontario, Canada
| USD 1298 M | +USD 131 M | 9 | 6.45% | Aumentadas |
|
| 335 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1295 M | +USD 94.3 M | 3 | 21.65% | Aumentadas |
|
| 336 |
Markel Group
Glen Allen,
Virginia
| USD 1293 M | +USD 1.92 M | 4 | 11.4% | Aumentadas |
|
| 337 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 1291 M | +USD 8.52 M | 11 | 20% | Aumentadas |
|
| 338 |
Bridgewater Associates
Westport,
Connecticut
| USD 1291 M | -USD 280 M | 13 | 5.92% | Reducidas |
|
| 339 |
Huntington National Bank
Columbus,
Ohio
| USD 1279 M | +USD 35.9 M | 26 | 9.12% | Aumentadas |
|
| 340 |
Davenport & Co
Richmond,
Virginia
| USD 1276 M | -USD 4.51 M | 12 | 7.21% | Reducidas |
|
| 341 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 1261 M | -USD 1022 M | 23 | 1.65% | Reducidas |
|
| 342 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1256 M | -USD 49.1 M | 2 | 16.34% | Reducidas |
|
| 343 |
Two Sigma Investments
New York
| USD 1246 M | +USD 6.96 M | 31 | 2.72% | Aumentadas |
|
| 344 |
Capital Group Private Client Services
Los Angeles,
California
| USD 1242 M | +USD 34.6 M | 5 | 11.43% | Aumentadas |
|
| 345 |
IEQ Capital
Foster City,
California
| USD 1238 M | +USD 50.1 M | 20 | 11.96% | Aumentadas |
|
| 346 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 1238 M | +USD 43.2 M | 17 | 12.64% | Aumentadas |
|
| 347 |
Boston Trust Walden
Boston,
Massachusetts
| USD 1222 M | +USD 7.59 M | 9 | 8.58% | Aumentadas |
|
| 348 |
Carmignac Gestion
Paris,
France
| USD 1217 M | -USD 52.4 M | 6 | 19.39% | Reducidas |
|
| 349 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 1217 M | -USD 5.66 M | 6 | 26.71% | Reducidas |
|
| 350 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 1213 M | +USD 14.3 M | 13 | 17.89% | Aumentadas |
|