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 | |
|---|---|---|---|---|---|---|---|
| 376 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 234 M | -USD 50.5 M | 10 | 6.07% | Reducidas |
|
| 377 |
QS Investors
New York
| USD 233 M | +USD 25.8 M | 11 | 1.99% | Aumentadas |
|
| 378 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 233 M | +USD 4.3 M | 5 | 4.95% | Aumentadas |
|
| 379 |
BB&T Securities
Richmond,
Virginia
| USD 232 M | +USD 6.11 M | 9 | 3.58% | Aumentadas |
|
| 380 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 231 M | -USD 145 M | 3 | 4.71% | Reducidas |
|
| 381 |
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
| USD 231 M | -USD 3.08 M | 1 | 9.85% | Reducidas |
|
| 382 |
TCP
Tourbillon Capital Partners
New York
| USD 230 M | +USD 120 M | 2 | 4.6% | Aumentadas |
|
| 383 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 229 M | -USD 34.8 M | 2 | 30.12% | Reducidas |
|
| 384 |
CI Global Investments
Oakland,
California
| USD 227 M | +USD 21.7 M | 4 | 5.52% | Aumentadas |
|
| 385 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 226 M | -USD 3.81 M | 4 | 5.78% | Reducidas |
|
| 386 |
RS Investment Management
San Francisco,
California
| USD 226 M | -USD 1.26 M | 6 | 2.32% | Reducidas |
|
| 387 |
Shell Asset Management
The Hague,
Netherlands
| USD 225 M | +USD 42.4 M | 11 | 5.22% | Aumentadas |
|
| 388 |
Regions Financial Corp
Birmingham,
Alabama
| USD 223 M | +USD 11.7 M | 10 | 2.89% | Aumentadas |
|
| 389 |
Capital Fund Management (CFM)
Paris,
France
| USD 223 M | -USD 67.9 M | 7 | 2.09% | Reducidas |
|
| 390 |
KBI Global Investors
Ifsc, Dublin,
Ireland
| USD 223 M | +USD 225 M | 3 | 5.95% | Nuevas |
|
| 391 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 222 M | -USD 21 M | 2 | 4.49% | Reducidas |
|
| 392 |
GAM
GVO Asset Management
Zug,
Switzerland
| USD 220 M | +USD 40.3 M | 2 | 25.7% | Aumentadas |
|
| 393 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 219 M | -USD 2.26 M | 12 | 6.67% | Reducidas |
|
| 394 |
NWQ Investment Management Company
Los Angeles,
California
| USD 219 M | -USD 66 M | 3 | 3.77% | Reducidas |
|
| 395 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 219 M | -USD 23.5 M | 6 | 6.59% | Reducidas |
|
| 396 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 217 M | +USD 11.7 M | 7 | 7.6% | Aumentadas |
|
| 397 |
Silvercrest Asset Management
New York
| USD 217 M | -USD 581 k | 7 | 2.76% | Reducidas |
|
| 398 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 216 M | -USD 9 M | 9 | 3.9% | Reducidas |
|
| 399 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 215 M | -USD 2.29 M | 3 | 11.86% | Reducidas |
|
| 400 |
Criterion Capital Management
San Francisco,
California
| USD 214 M | -USD 40 M | 2 | 10.24% | Reducidas |
|