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 360 M | +USD 6.41 M | 9 | 7.18% | Aumentadas |
|
| 352 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 358 M | -USD 54.3 M | 8 | 3.54% | Reducidas |
|
| 353 |
Commerce Bank
Kansas City,
Missouri
| USD 358 M | +USD 8.32 M | 10 | 5.02% | Aumentadas |
|
| 354 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 354 M | -USD 8.29 M | 9 | 3.33% | Reducidas |
|
| 355 |
BAMCO Inc
New York
| USD 353 M | +USD 40.3 M | 5 | 1.81% | Aumentadas |
|
| 356 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 353 M | +USD 249 M | 6 | 7.65% | Aumentadas |
|
| 357 |
Xact Kapitalforvaltning
Stockholm,
Sweden
| USD 352 M | +USD 6.6 M | 12 | 10.68% | Aumentadas |
|
| 358 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 351 M | -USD 37.3 M | 12 | 8.61% | Reducidas |
|
| 359 |
ExxonMobil Investment Management
Irving,
Texas
| USD 348 M | -USD 51.9 M | 10 | 8.71% | Reducidas |
|
| 360 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 346 M | -USD 4.52 M | 6 | 3.97% | Reducidas |
|
| 361 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 345 M | +USD 25.9 M | 3 | 24.19% | Aumentadas |
|
| 362 |
Ruffer LLP
London,
United Kingdom
| USD 341 M | +USD 91.6 M | 4 | 16.49% | Aumentadas |
|
| 363 |
GHCM
Glen Harbor Capital Management
San Diego,
California
| USD 339 M | -USD 6 M | 9 | 8.29% | Reducidas |
|
| 364 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 339 M | -USD 2.45 M | 7 | 2.16% | Reducidas |
|
| 365 |
PFM Health Sciences
San Francisco,
California
| USD 337 M | +USD 201 M | 5 | 9.08% | Aumentadas |
|
| 366 |
Boston Advisors
Boston,
Massachusetts
| USD 335 M | -USD 8.68 M | 9 | 7.74% | Reducidas |
|
| 367 |
SAM
Scopus Asset Management
New York
| USD 334 M | +USD 253 M | 3 | 3.59% | Aumentadas |
|
| 368 |
Senator Investment Group
New York
| USD 332 M | +USD 45.8 M | 1 | 3.74% | Aumentadas |
|
| 369 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 332 M | +USD 2.46 M | 12 | 7.73% | Aumentadas |
|
| 370 |
Carmignac Gestion
Paris,
France
| USD 331 M | -USD 356 M | 1 | 2.69% | Reducidas |
|
| 371 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 327 M | +USD 5.35 M | 7 | 3.69% | Aumentadas |
|
| 372 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 323 M | -USD 22.3 M | 4 | 14.15% | Reducidas |
|
| 373 |
Two Sigma Investments
New York
| USD 323 M | -USD 178 M | 14 | 1.17% | Reducidas |
|
| 374 |
FQ
First Quadrant
Glendale,
California
| USD 321 M | +USD 7.54 M | 13 | 6.42% | Aumentadas |
|
| 375 |
Everett Harris & Co
Los Angeles,
California
| USD 321 M | +USD 5.99 M | 6 | 9.92% | Aumentadas |
|