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 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 440 M | +USD 26.2 M | 19 | 1.7% | Aumentadas |
|
| 377 |
Mutual of America Capital Management
New York
| USD 434 M | -USD 1.6 M | 14 | 7.27% | Reducidas |
|
| 378 |
Marshall Wace Asia
Central,
Hong Kong
| USD 432 M | +USD 258 M | 3 | 11.89% | Aumentadas |
|
| 379 |
Huntington National Bank
Columbus,
Ohio
| USD 429 M | +USD 24.3 M | 16 | 8.03% | Aumentadas |
|
| 380 |
Castle Hook Partners
New York
| USD 427 M | +USD 215 M | 5 | 43.36% | Aumentadas |
|
| 381 |
Mondrian Investment Partners
London,
United Kingdom
| USD 426 M | -USD 56 M | 2 | 14.91% | Reducidas |
|
| 382 |
Stockbridge Partners
Boston,
Massachusetts
| USD 424 M | +USD 58.2 M | 2 | 16.83% | Aumentadas |
|
| 383 |
Tocqueville Asset Management
New York
| USD 423 M | +USD 1.14 M | 11 | 10.51% | Aumentadas |
|
| 384 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 423 M | USD 0 | 12 | 9.72% | Mantenido |
|
| 385 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 421 M | -USD 5.59 M | 3 | 15.96% | Reducidas |
|
| 386 |
Tybourne Capital Management
Hong Kong
| USD 420 M | -USD 534 M | 2 | 15.36% | Reducidas |
|
| 387 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 420 M | +USD 81 M | 16 | 9.75% | Aumentadas |
|
| 388 |
Martingale Asset Management
Boston,
Massachusetts
| USD 419 M | -USD 31.7 M | 8 | 5.57% | Reducidas |
|
| 389 |
Third Point
New York
| USD 419 M | +USD 281 M | 1 | 6.69% | Aumentadas |
|
| 390 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 413 M | -USD 8.42 M | 6 | 24.04% | Reducidas |
|
| 391 |
Douglas Lane & Associates
New York
| USD 405 M | +USD 5.06 M | 8 | 10.65% | Aumentadas |
|
| 392 |
Evercore Wealth Management
New York
| USD 404 M | -USD 697 k | 6 | 13.31% | Reducidas |
|
| 393 |
Morningstar Investment Services
Chicago,
Illinois
| USD 403 M | +USD 17.9 M | 6 | 7.34% | Aumentadas |
|
| 394 |
Homestead Advisers
Arlington,
Virginia
| USD 403 M | -USD 29.3 M | 3 | 11.87% | Reducidas |
|
| 395 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 402 M | -USD 47.7 M | 5 | 12.22% | Reducidas |
|
| 396 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 397 M | +USD 100 M | 13 | 14.12% | Aumentadas |
|
| 397 |
TT International Asset Management
London,
United Kingdom
| USD 395 M | +USD 430 M | 4 | 38.79% | Nuevas |
|
| 398 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 391 M | -USD 18.1 M | 11 | 7.94% | Reducidas |
|
| 399 |
Mariner
Overland Park,
Kansas
| USD 390 M | +USD 64.3 M | 11 | 4.88% | Aumentadas |
|
| 400 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 385 M | USD 0 | 1 | 5.19% | Mantenido |
|