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 |
Shell Asset Management
The Hague,
Netherlands
| USD 495 M | +USD 63.4 M | 17 | 13.79% | Aumentadas |
|
| 352 |
Eminence Capital
New York
| USD 487 M | -USD 175 M | 5 | 5.33% | Reducidas |
|
| 353 |
Employees Retirement System of Texas
Austin,
Texas
| USD 485 M | -USD 5.81 M | 11 | 9.26% | Reducidas |
|
| 354 |
CM
Conifer Management
New York
| USD 485 M | -USD 421 M | 2 | 38.18% | Reducidas |
|
| 355 |
Swiss Life Asset Management
Zurich,
| USD 485 M | +USD 71.7 M | 10 | 9.21% | Aumentadas |
|
| 356 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 482 M | -USD 761 M | 14 | 8.17% | Reducidas |
|
| 357 |
VanEck Associates
New York
| USD 480 M | -USD 32.8 M | 9 | 2.44% | Reducidas |
|
| 358 |
PointState Capital
New York
| USD 479 M | +USD 46 M | 3 | 23.85% | Aumentadas |
|
| 359 |
Brighton Jones LLC
Seattle,
Washington
| USD 471 M | +USD 195 M | 8 | 49.57% | Aumentadas |
|
| 360 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 468 M | +USD 43.5 M | 14 | 4.5% | Aumentadas |
|
| 361 |
John W. Bristol & Co
New York
| USD 468 M | +USD 39.9 M | 5 | 14.57% | Aumentadas |
|
| 362 |
Martin Currie
Edinburgh,
United Kingdom
| USD 468 M | -USD 3.39 M | 3 | 32.64% | Reducidas |
|
| 363 |
Dragoneer Investment Group
San Francisco,
California
| USD 466 M | -USD 7.35 M | 2 | 20.8% | Reducidas |
|
| 364 |
Alleghany Corporation
New York
| USD 465 M | +USD 30.9 M | 3 | 31.3% | Aumentadas |
|
| 365 |
Davenport & Co
Richmond,
Virginia
| USD 463 M | +USD 62.6 M | 9 | 6.67% | Aumentadas |
|
| 366 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 463 M | +USD 526 M | 14 | 10.71% | Nuevas |
|
| 367 |
Hosking Partners
London,
United Kingdom
| USD 462 M | -USD 22.3 M | 8 | 16.14% | Reducidas |
|
| 368 |
Advisors Asset Management
Monument,
Colorado
| USD 462 M | +USD 16 M | 15 | 10.73% | Aumentadas |
|
| 369 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 460 M | +USD 110 M | 3 | 4.66% | Aumentadas |
|
| 370 |
United Capital Financial Advisors
Irving,
Texas
| USD 457 M | -USD 60.1 M | 14 | 3.77% | Reducidas |
|
| 371 |
Barings
Charlotte,
North Carolina
| USD 453 M | -USD 40.1 M | 13 | 15.15% | Reducidas |
|
| 372 |
Silvercrest Asset Management
New York
| USD 452 M | +USD 41.1 M | 9 | 4.85% | Aumentadas |
|
| 373 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 450 M | -USD 194 M | 2 | 4.29% | Reducidas |
|
| 374 |
Piedmont Investment Advisors
Durham,
North Carolina
| USD 442 M | +USD 39.1 M | 15 | 17.47% | Aumentadas |
|
| 375 |
Markel Group
Glen Allen,
Virginia
| USD 442 M | +USD 4.27 M | 4 | 8.31% | Aumentadas |
|