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 |
Shell Asset Management
The Hague,
Netherlands
| USD 284 M | +USD 6.83 M | 11 | 6.23% | Aumentadas |
|
| 377 |
Swiss Life Asset Management
Zurich,
| USD 283 M | +USD 35.3 M | 8 | 7.63% | Aumentadas |
|
| 378 |
Hexavest
Montreal,
Quebec, Canada
| USD 282 M | +USD 12.1 M | 5 | 3.35% | Aumentadas |
|
| 379 |
TCM
Tybourne Capital Management
Hong Kong
| USD 281 M | -USD 278 M | 1 | 12.59% | Reducidas |
|
| 380 |
Williams Jones & Associates
New York
| USD 279 M | +USD 29.2 M | 6 | 7.31% | Aumentadas |
|
| 381 |
Regions Financial Corp
Birmingham,
Alabama
| USD 279 M | +USD 842 k | 11 | 3.3% | Aumentadas |
|
| 382 |
VanEck Associates
New York
| USD 276 M | +USD 1.36 M | 9 | 1.22% | Aumentadas |
|
| 383 |
B
BP
London,
United Kingdom
| USD 276 M | +USD 4.49 M | 10 | 10.45% | Aumentadas |
|
| 384 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 274 M | +USD 29.3 M | 2 | 7.07% | Aumentadas |
|
| 385 |
Edge Asset Management
Seattle,
Washington
| USD 274 M | -USD 30.7 M | 6 | 2.07% | Reducidas |
|
| 386 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 274 M | +USD 44.1 k | 4 | 11.4% | Aumentadas |
|
| 387 |
MC
Maplelane Capital
New York
| USD 273 M | +USD 149 M | 5 | 7.27% | Aumentadas |
|
| 388 |
Comgest Global Investors
Paris,
France
| USD 272 M | +USD 49 M | 5 | 7.31% | Aumentadas |
|
| 389 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 272 M | -USD 62.7 M | 10 | 5.5% | Reducidas |
|
| 390 |
Point72 Asset Management
Stamford,
Connecticut
| USD 268 M | +USD 69.4 M | 6 | 1.49% | Aumentadas |
|
| 391 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 266 M | -USD 180 k | 3 | 7.65% | Reducidas |
|
| 392 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 266 M | +USD 1.39 M | 10 | 7.71% | Aumentadas |
|
| 393 |
Norinchukin Bank
Tokyo,
Japan
| USD 265 M | +USD 6.14 M | 11 | 5.7% | Aumentadas |
|
| 394 |
DFO
Duquesne Family Office
New York
| USD 264 M | +USD 248 M | 4 | 17.33% | Aumentadas |
|
| 395 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 264 M | +USD 8.05 M | 4 | 5.78% | Aumentadas |
|
| 396 |
Smith Group Asset Management
Dallas,
Texas
| USD 263 M | -USD 18.8 M | 7 | 7.6% | Reducidas |
|
| 397 |
Dorsal Capital Management
Redwood City,
California
| USD 262 M | +USD 11.4 M | 2 | 13.98% | Aumentadas |
|
| 398 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 262 M | -USD 6.31 M | 8 | 1.72% | Reducidas |
|
| 399 |
Senator Investment Group
New York
| USD 261 M | -USD 279 M | 1 | 3.21% | Reducidas |
|
| 400 |
United Capital Financial Advisors
Irving,
Texas
| USD 261 M | +USD 16.9 M | 11 | 2.43% | Aumentadas |
|