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 |
United Capital Financial Advisors
Irving,
Texas
| USD 468 M | -USD 34.7 M | 14 | 3.27% | Reducidas |
|
| 352 |
Hosking Partners
London,
United Kingdom
| USD 467 M | -USD 3.23 M | 8 | 12.1% | Reducidas |
|
| 353 |
Marshall Wace
London,
United Kingdom
| USD 464 M | -USD 133 M | 10 | 3.65% | Reducidas |
|
| 354 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 464 M | +USD 19.5 M | 7 | 12.23% | Aumentadas |
|
| 355 |
BB&T Securities
Richmond,
Virginia
| USD 462 M | -USD 14.8 M | 14 | 4.23% | Reducidas |
|
| 356 |
Barings
Charlotte,
North Carolina
| USD 462 M | -USD 9.8 M | 13 | 10.34% | Reducidas |
|
| 357 |
Select Equity Group
New York
| USD 461 M | +USD 16.3 M | 3 | 3.12% | Aumentadas |
|
| 358 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 460 M | -USD 5.95 M | 11 | 4.36% | Reducidas |
|
| 359 |
Nissay Asset Management
Tokyo,
Japan
| USD 457 M | +USD 15.1 M | 14 | 11.18% | Aumentadas |
|
| 360 |
Regions Financial Corp
Birmingham,
Alabama
| USD 455 M | -USD 21.5 M | 11 | 5.05% | Reducidas |
|
| 361 |
Champlain Investment Partners
Burlington,
Vermont
| USD 455 M | +USD 35.5 M | 4 | 3.74% | Aumentadas |
|
| 362 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 452 M | -USD 15.7 M | 7 | 5.66% | Reducidas |
|
| 363 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 448 M | +USD 222 M | 2 | 6.16% | Aumentadas |
|
| 364 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 448 M | +USD 11.1 M | 7 | 16.74% | Aumentadas |
|
| 365 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 447 M | +USD 11.8 M | 13 | 5.27% | Aumentadas |
|
| 366 |
Atlanta Capital Management
Atlanta,
Georgia
| USD 443 M | +USD 55.1 M | 2 | 1.92% | Aumentadas |
|
| 367 |
Rathbones Group
Liverpool,
United Kingdom
| USD 439 M | +USD 41.2 M | 7 | 12.46% | Aumentadas |
|
| 368 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 437 M | -USD 2.06 M | 1 | 8.35% | Reducidas |
|
| 369 |
DVF
Discovery Value Fund
Singapore
| USD 434 M | +USD 40.6 M | 2 | 47.38% | Aumentadas |
|
| 370 |
Homestead Advisers
Arlington,
Virginia
| USD 425 M | +USD 4.79 M | 3 | 8.57% | Aumentadas |
|
| 371 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 424 M | +USD 19.2 M | 3 | 13.29% | Aumentadas |
|
| 372 |
Marsico Capital Management
Denver,
Colorado
| USD 422 M | -USD 105 M | 5 | 16.46% | Reducidas |
|
| 373 |
Advisors Asset Management
Monument,
Colorado
| USD 422 M | +USD 6.73 M | 15 | 7.77% | Aumentadas |
|
| 374 |
PGGM Investments
Zeist,
Netherlands
| USD 419 M | +USD 42.9 M | 3 | 2% | Aumentadas |
|
| 375 |
Shell Asset Management
The Hague,
Netherlands
| USD 419 M | -USD 15.7 M | 17 | 9.56% | Reducidas |
|