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 |
Sarasin & Partners
London,
United Kingdom
| USD 319 M | -USD 73.3 M | 3 | 6.25% | Reducidas |
|
| 377 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 318 M | -USD 3.43 M | 5 | 3.11% | Reducidas |
|
| 378 |
Shell Asset Management
The Hague,
Netherlands
| USD 318 M | +USD 12.8 M | 12 | 6.79% | Aumentadas |
|
| 379 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 318 M | +USD 21.4 M | 6 | 8.1% | Aumentadas |
|
| 380 |
GMT Capital
Atlanta,
Georgia
| USD 316 M | -USD 36.2 M | 4 | 6.78% | Reducidas |
|
| 381 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 314 M | -USD 1.68 M | 11 | 3.03% | Reducidas |
|
| 382 |
Highbridge Capital Management
New York
| USD 314 M | +USD 113 M | 12 | 4.69% | Aumentadas |
|
| 383 |
Marshall Wace Asia
Central,
Hong Kong
| USD 314 M | +USD 127 M | 4 | 16.09% | Aumentadas |
|
| 384 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 311 M | +USD 5.02 M | 12 | 3.89% | Aumentadas |
|
| 385 |
Soroban Capital Partners
New York
| USD 311 M | +USD 314 M | 1 | 1.21% | Nuevas |
|
| 386 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 309 M | -USD 36.5 M | 5 | 8.71% | Reducidas |
|
| 387 |
Baring Asset Management
London,
United Kingdom
| USD 308 M | +USD 22.9 M | 5 | 20% | Aumentadas |
|
| 388 |
Dorsal Capital Management
Redwood City,
California
| USD 307 M | +USD 28.1 M | 3 | 15.66% | Aumentadas |
|
| 389 |
Waverton Investment Management
London,
United Kingdom
| USD 304 M | -USD 11 M | 6 | 19.81% | Reducidas |
|
| 390 |
Alyeska Investment Group
Chicago,
Illinois
| USD 304 M | -USD 24.4 M | 6 | 2.54% | Reducidas |
|
| 391 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 304 M | +USD 72.4 M | 5 | 13.1% | Aumentadas |
|
| 392 |
Hexavest
Montreal,
Quebec, Canada
| USD 301 M | -USD 68.1 k | 5 | 3.91% | Reducidas |
|
| 393 |
Swiss Life Asset Management
Zurich,
| USD 300 M | +USD 1.56 M | 8 | 7.71% | Aumentadas |
|
| 394 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 299 M | +USD 249 M | 11 | 8.23% | Aumentadas |
|
| 395 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 299 M | +USD 20.3 M | 11 | 1.96% | Aumentadas |
|
| 396 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 297 M | -USD 27.9 M | 10 | 10.3% | Reducidas |
|
| 397 |
FTCM
Fir Tree Capital Management
New York
| USD 295 M | +USD 17.2 M | 2 | 8.88% | Aumentadas |
|
| 398 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 294 M | -USD 8.59 M | 4 | 12.29% | Reducidas |
|
| 399 |
Williams Jones & Associates
New York
| USD 293 M | -USD 5.31 M | 7 | 7.39% | Reducidas |
|
| 400 |
NWQ Investment Management Company
Los Angeles,
California
| USD 292 M | -USD 14.5 M | 3 | 4.04% | Reducidas |
|