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 |
Comgest Global Investors
Paris,
France
| USD 712 M | -USD 753 M | 6 | 12.49% | Reducidas |
|
| 352 |
Swiss Life Asset Management
Zurich,
| USD 711 M | -USD 16.8 M | 9 | 10.41% | Reducidas |
|
| 353 |
Shell Asset Management
The Hague,
Netherlands
| USD 709 M | +USD 31 M | 20 | 14.64% | Aumentadas |
|
| 354 |
Marsico Capital Management
Denver,
Colorado
| USD 709 M | -USD 21.7 M | 5 | 18.37% | Reducidas |
|
| 355 |
VanEck Associates
New York
| USD 707 M | +USD 131 M | 8 | 2.06% | Aumentadas |
|
| 356 |
United Capital Financial Advisors
Irving,
Texas
| USD 704 M | +USD 10.6 M | 17 | 4.24% | Aumentadas |
|
| 357 |
Meritage Group
San Francisco,
California
| USD 703 M | -USD 309 M | 3 | 13.76% | Reducidas |
|
| 358 |
Madrona Venture Group
Seattle,
Washington
| USD 700 M | +USD 775 M | 1 | 94.43% | Nuevas |
|
| 359 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 696 M | -USD 22 M | 8 | 23.46% | Reducidas |
|
| 360 |
Markel Group
Glen Allen,
Virginia
| USD 690 M | +USD 21.5 k | 4 | 10.28% | Aumentadas |
|
| 361 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 689 M | +USD 83.8 M | 5 | 23.86% | Aumentadas |
|
| 362 |
John W. Bristol & Co
New York
| USD 686 M | -USD 2.83 M | 5 | 14.15% | Reducidas |
|
| 363 |
H&H International Investment
Palo Alto,
California
| USD 684 M | +USD 33.7 M | 2 | 9.75% | Aumentadas |
|
| 364 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 684 M | +USD 24.6 M | 4 | 11.63% | Aumentadas |
|
| 365 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 675 M | +USD 53.7 M | 20 | 7.97% | Aumentadas |
|
| 366 |
Davenport & Co
Richmond,
Virginia
| USD 675 M | +USD 1.88 M | 10 | 6.63% | Aumentadas |
|
| 367 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 664 M | -USD 2.66 M | 3 | 15.42% | Reducidas |
|
| 368 |
HRT Financial
New York
| USD 660 M | +USD 550 M | 13 | 13.29% | Aumentadas |
|
| 369 |
Causeway Capital Management
Los Angeles,
California
| USD 656 M | -USD 48.4 M | 4 | 12.33% | Reducidas |
|
| 370 |
Huntington National Bank
Columbus,
Ohio
| USD 648 M | -USD 2.87 M | 19 | 8.48% | Reducidas |
|
| 371 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 645 M | +USD 118 M | 13 | 9.34% | Aumentadas |
|
| 372 |
GuardCap Asset Management
London,
United Kingdom
| USD 642 M | +USD 173 M | 2 | 13.11% | Aumentadas |
|
| 373 |
Lazard Frères Gestion
Paris,
France
| USD 640 M | +USD 619 M | 6 | 20.41% | Nuevas |
|
| 374 |
Squarepoint
New York
| USD 639 M | +USD 360 M | 21 | 4.77% | Aumentadas |
|
| 375 |
Balyasny Asset Management
Chicago,
Illinois
| USD 638 M | +USD 245 M | 14 | 3.55% | Aumentadas |
|