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 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 461 M | +USD 65.2 M | 14 | 2.95% | Aumentadas |
|
| 352 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 453 M | +USD 23.2 M | 14 | 18.37% | Aumentadas |
|
| 353 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 453 M | +USD 92.7 M | 7 | 16.55% | Aumentadas |
|
| 354 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 450 M | -USD 17.9 M | 5 | 11.99% | Reducidas |
|
| 355 |
Select Equity Group
New York
| USD 447 M | -USD 51.8 M | 2 | 3.04% | Reducidas |
|
| 356 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 439 M | +USD 51.6 M | 11 | 10.73% | Aumentadas |
|
| 357 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 438 M | -USD 8.47 M | 11 | 4.23% | Reducidas |
|
| 358 |
Castle Hook Partners
New York
| USD 437 M | -USD 106 M | 5 | 20.27% | Reducidas |
|
| 359 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 436 M | -USD 8.48 M | 7 | 11.76% | Reducidas |
|
| 360 |
Nissay Asset Management
Tokyo,
Japan
| USD 434 M | +USD 792 k | 14 | 10.97% | Aumentadas |
|
| 361 |
Parallax Volatility Advisers
San Francisco,
California
| USD 432 M | -USD 10.6 M | 20 | 0.47% | Reducidas |
|
| 362 |
Shell Asset Management
The Hague,
Netherlands
| USD 429 M | -USD 6.5 M | 17 | 9.5% | Reducidas |
|
| 363 |
PointState Capital
New York
| USD 426 M | -USD 161 M | 6 | 8.94% | Reducidas |
|
| 364 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 423 M | USD 0 | 1 | 7.68% | Mantenido |
|
| 365 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 422 M | +USD 7.05 M | 12 | 5.14% | Aumentadas |
|
| 366 |
Davenport & Co
Richmond,
Virginia
| USD 421 M | -USD 45 M | 9 | 5.02% | Reducidas |
|
| 367 |
Mutual of America Capital Management
New York
| USD 414 M | +USD 2.47 M | 13 | 5.86% | Aumentadas |
|
| 368 |
Comgest Global Investors
Paris,
France
| USD 413 M | +USD 44.9 M | 6 | 8.98% | Aumentadas |
|
| 369 |
VanEck Associates
New York
| USD 412 M | +USD 17.9 M | 7 | 1.98% | Aumentadas |
|
| 370 |
DVF
Discovery Value Fund
Singapore
| USD 410 M | -USD 18.6 M | 2 | 46.43% | Reducidas |
|
| 371 |
Advisors Asset Management
Monument,
Colorado
| USD 409 M | +USD 2.27 M | 15 | 7.29% | Aumentadas |
|
| 372 |
Farallon Capital Management
San Francisco,
California
| USD 407 M | -USD 206 M | 3 | 2.65% | Reducidas |
|
| 373 |
Regions Financial Corp
Birmingham,
Alabama
| USD 407 M | -USD 5.79 M | 12 | 4.59% | Reducidas |
|
| 374 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 401 M | +USD 12.2 M | 19 | 1.61% | Aumentadas |
|
| 375 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 400 M | -USD 1.24 M | 12 | 8.36% | Reducidas |
|