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 | |
|---|---|---|---|---|---|---|---|
| 351 |
HL Financial Services
Louisville,
Kentucky
| USD 262 M | +USD 6.38 M | 8 | 6.18% | Aumentadas |
|
| 352 |
Commerce Bank
Kansas City,
Missouri
| USD 261 M | +USD 25 M | 10 | 4.13% | Aumentadas |
|
| 353 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 261 M | +USD 31 M | 12 | 2.53% | Aumentadas |
|
| 354 |
FQ
First Quadrant
Glendale,
California
| USD 261 M | +USD 18.7 M | 10 | 5.75% | Aumentadas |
|
| 355 |
Boston Trust Walden
Boston,
Massachusetts
| USD 260 M | +USD 8.39 M | 8 | 4.44% | Aumentadas |
|
| 356 |
TCM
Tybourne Capital Management
Hong Kong
| USD 259 M | -USD 97.4 M | 1 | 13.42% | Reducidas |
|
| 357 |
CIBC World Markets
New York
| USD 258 M | +USD 81.6 M | 8 | 6.69% | Aumentadas |
|
| 358 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 256 M | -USD 974 k | 3 | 7.19% | Reducidas |
|
| 359 |
Gotham Asset Management
New York
| USD 256 M | +USD 66.4 M | 12 | 3.07% | Aumentadas |
|
| 360 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 255 M | +USD 16.2 M | 12 | 2.15% | Aumentadas |
|
| 361 |
Abrams Capital Management
Boston,
Massachusetts
| USD 255 M | USD 0 | 1 | 13.31% | Mantenido |
|
| 362 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 255 M | -USD 806 k | 11 | 6.78% | Reducidas |
|
| 363 |
Nomura Holdings
Tokyo,
Japan
| USD 254 M | +USD 142 M | 8 | 0.83% | Aumentadas |
|
| 364 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 253 M | -USD 23.3 M | 3 | 12.87% | Reducidas |
|
| 365 |
ING Group
Amsterdam,
Netherlands
| USD 251 M | +USD 58.9 M | 8 | 3.38% | Aumentadas |
|
| 366 |
Asset Management One
Tokyo,
Japan
| USD 250 M | +USD 2.65 M | 12 | 3.74% | Aumentadas |
|
| 367 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 249 M | +USD 29.4 M | 4 | 5% | Aumentadas |
|
| 368 |
CS
Cisco Systems
San Jose,
California
| USD 247 M | USD 0 | 1 | 50.94% | Mantenido |
|
| 369 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 247 M | +USD 23.3 M | 11 | 1.8% | Aumentadas |
|
| 370 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 240 M | +USD 236 M | 1 | 68.77% | Nuevas |
|
| 371 |
Dorsal Capital Management
Redwood City,
California
| USD 239 M | +USD 70.3 M | 3 | 17.63% | Aumentadas |
|
| 372 |
HMP
HS Management Partners
New York
| USD 237 M | +USD 45.5 M | 3 | 9.9% | Aumentadas |
|
| 373 |
Blackstone Inc
New York
| USD 235 M | +USD 91.4 M | 4 | 1.08% | Aumentadas |
|
| 374 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 235 M | -USD 4.52 M | 4 | 1.82% | Reducidas |
|
| 375 |
Everett Harris & Co
Los Angeles,
California
| USD 234 M | +USD 3.36 M | 6 | 8.35% | Aumentadas |
|