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 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 413 M | -USD 101 M | 11 | 6.85% | Reducidas |
|
| 352 |
Hexavest
Montreal,
Quebec, Canada
| USD 413 M | -USD 20.3 M | 6 | 5.15% | Reducidas |
|
| 353 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 412 M | +USD 30.4 M | 10 | 6.85% | Aumentadas |
|
| 354 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 411 M | +USD 28 M | 11 | 9.47% | Aumentadas |
|
| 355 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 407 M | -USD 76.7 M | 1 | 14.5% | Reducidas |
|
| 356 |
Shell Asset Management
The Hague,
Netherlands
| USD 405 M | +USD 18.5 M | 13 | 8.07% | Aumentadas |
|
| 357 |
Westwood Holdings Group
Dallas,
Texas
| USD 400 M | -USD 19.3 M | 7 | 3.25% | Reducidas |
|
| 358 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 400 M | -USD 10.8 M | 9 | 2.42% | Reducidas |
|
| 359 |
Columbus Circle Investors
| USD 399 M | -USD 46.7 M | 6 | 8.1% | Reducidas |
|
| 360 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 397 M | -USD 7.46 M | 5 | 10.19% | Reducidas |
|
| 361 |
Creative Planning
Overland Park,
Kansas
| USD 392 M | +USD 30.3 M | 16 | 1.6% | Aumentadas |
|
| 362 |
Antipodes Partners
Royal Exchange,
Australia
| USD 387 M | +USD 95.6 M | 4 | 17.35% | Aumentadas |
|
| 363 |
Martingale Asset Management
Boston,
Massachusetts
| USD 385 M | +USD 9.9 M | 7 | 4.95% | Aumentadas |
|
| 364 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 382 M | +USD 2.2 M | 16 | 5.4% | Aumentadas |
|
| 365 |
Fairpointe Capital
Chicago,
Illinois
| USD 379 M | -USD 86.4 M | 5 | 7.92% | Reducidas |
|
| 366 |
Waverton Investment Management
London,
United Kingdom
| USD 379 M | -USD 10.7 M | 5 | 22.19% | Reducidas |
|
| 367 |
First Quadrant
Glendale,
California
| USD 379 M | +USD 19.2 M | 11 | 7.24% | Aumentadas |
|
| 368 |
Davenport & Co
Richmond,
Virginia
| USD 378 M | +USD 51.7 M | 7 | 4.66% | Aumentadas |
|
| 369 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 374 M | -USD 20.2 M | 7 | 4.06% | Reducidas |
|
| 370 |
Eminence Capital
New York
| USD 374 M | -USD 60 M | 2 | 5.57% | Reducidas |
|
| 371 |
TRG Investments
Richmond,
Virginia
| USD 373 M | USD 0 | 1 | 48.22% | Mantenido |
|
| 372 |
Matthews International Capital Management
San Francisco,
California
| USD 373 M | +USD 2.07 M | 1 | 16.86% | Aumentadas |
|
| 373 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 371 M | +USD 211 M | 9 | 4.84% | Aumentadas |
|
| 374 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 366 M | +USD 96.8 M | 2 | 29.86% | Aumentadas |
|
| 375 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 366 M | +USD 11.5 M | 10 | 13.33% | Aumentadas |
|