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 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 349 M | -USD 557 M | 16 | 4.63% | Reducidas |
|
| 377 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 348 M | +USD 4.68 M | 1 | 16.45% | Aumentadas |
|
| 378 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 348 M | +USD 7.89 M | 11 | 6.11% | Aumentadas |
|
| 379 |
Comgest Global Investors
Paris,
France
| USD 347 M | -USD 13.6 M | 5 | 7.55% | Reducidas |
|
| 380 |
Sculptor Capital
New York
| USD 346 M | -USD 164 M | 5 | 1.73% | Reducidas |
|
| 381 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 342 M | -USD 3.23 M | 10 | 12.39% | Reducidas |
|
| 382 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 341 M | -USD 4.41 M | 5 | 14.43% | Reducidas |
|
| 383 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 338 M | +USD 3.78 M | 12 | 2.07% | Aumentadas |
|
| 384 |
FQ
First Quadrant
Glendale,
California
| USD 338 M | -USD 28.4 M | 10 | 6.34% | Reducidas |
|
| 385 |
ExxonMobil Investment Management
Irving,
Texas
| USD 335 M | -USD 47.8 M | 10 | 9.19% | Reducidas |
|
| 386 |
Creative Planning
Overland Park,
Kansas
| USD 334 M | -USD 5.93 M | 15 | 1.44% | Reducidas |
|
| 387 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 333 M | -USD 132 M | 3 | 8.65% | Reducidas |
|
| 388 |
United Capital Financial Advisors
Irving,
Texas
| USD 333 M | +USD 5.37 M | 13 | 2.63% | Aumentadas |
|
| 389 |
Williams Jones & Associates
New York
| USD 330 M | +USD 2.51 M | 8 | 7.49% | Aumentadas |
|
| 390 |
Dorsal Capital Management
Redwood City,
California
| USD 327 M | -USD 16.3 M | 3 | 16.12% | Reducidas |
|
| 391 |
DCP
Darsana Capital Partners
New York
| USD 323 M | -USD 24.6 M | 2 | 11.85% | Reducidas |
|
| 392 |
Regions Financial Corp
Birmingham,
Alabama
| USD 322 M | -USD 4.07 M | 17 | 3.48% | Reducidas |
|
| 393 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 321 M | +USD 94.4 M | 5 | 10.62% | Aumentadas |
|
| 394 |
Homestead Advisers
Arlington,
Virginia
| USD 321 M | USD 0 | 2 | 4.59% | Mantenido |
|
| 395 |
MC
Maplelane Capital
New York
| USD 321 M | -USD 341 M | 6 | 7.03% | Reducidas |
|
| 396 |
SA
SPO Advisory
San Anselmo,
California
| USD 320 M | USD 0 | 1 | 6.63% | Mantenido |
|
| 397 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 317 M | -USD 583 k | 11 | 6.16% | Reducidas |
|
| 398 |
CS
Cisco Systems
San Jose,
California
| USD 317 M | -USD 119 M | 1 | 42.83% | Reducidas |
|
| 399 |
Eagle Asset Management
St Petersburg,
Florida
| USD 316 M | +USD 25.9 M | 9 | 1.74% | Aumentadas |
|
| 400 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 316 M | -USD 4.84 M | 8 | 2.77% | Reducidas |
|