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 |
Gladstone Capital Management
London,
United Kingdom
| USD 570 M | +USD 112 M | 4 | 30.87% | Aumentadas |
|
| 377 |
H&H International Investment
Palo Alto,
California
| USD 569 M | +USD 122 M | 2 | 9.24% | Aumentadas |
|
| 378 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 569 M | -USD 18.7 M | 18 | 7.9% | Reducidas |
|
| 379 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 564 M | +USD 54.1 M | 11 | 16.33% | Aumentadas |
|
| 380 |
Quilter Plc
London,
United Kingdom
| USD 563 M | -USD 7.9 M | 10 | 22.28% | Reducidas |
|
| 381 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 557 M | +USD 3.29 M | 10 | 7.56% | Aumentadas |
|
| 382 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 553 M | +USD 87.1 M | 5 | 23.19% | Aumentadas |
|
| 383 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 551 M | -USD 106 M | 5 | 19.99% | Reducidas |
|
| 384 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 551 M | +USD 62.7 M | 7 | 17.86% | Aumentadas |
|
| 385 |
Tesco Pension Investment
London,
United Kingdom
| USD 550 M | -USD 232 M | 2 | 12.72% | Reducidas |
|
| 386 |
Regions Financial Corp
Birmingham,
Alabama
| USD 549 M | -USD 20.1 M | 13 | 5.99% | Reducidas |
|
| 387 |
Evercore Wealth Management
New York
| USD 549 M | -USD 3.78 M | 6 | 13.44% | Reducidas |
|
| 388 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 548 M | -USD 51.5 M | 6 | 20.53% | Reducidas |
|
| 389 |
Morningstar Investment Services
Chicago,
Illinois
| USD 548 M | +USD 11.2 M | 5 | 8.5% | Aumentadas |
|
| 390 |
Mutual of America Capital Management
New York
| USD 546 M | -USD 20.2 M | 14 | 7.3% | Reducidas |
|
| 391 |
Tybourne Capital Management
Hong Kong
| USD 545 M | +USD 378 M | 3 | 13.41% | Aumentadas |
|
| 392 |
ClariVest Asset Management
San Diego,
California
| USD 542 M | -USD 188 M | 9 | 17.75% | Reducidas |
|
| 393 |
Deccan Value Investors
Greenwich,
Connecticut
| USD 537 M | +USD 53.1 M | 2 | 24.42% | Aumentadas |
|
| 394 |
NM
NWI Management
New York
| USD 535 M | -USD 76 M | 4 | 46.51% | Reducidas |
|
| 395 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 532 M | -USD 460 M | 4 | 17.04% | Reducidas |
|
| 396 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 530 M | -USD 2.22 M | 3 | 16.04% | Reducidas |
|
| 397 |
Moore Capital Management
New York
| USD 530 M | +USD 28.5 M | 7 | 10.11% | Aumentadas |
|
| 398 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 529 M | -USD 6.5 M | 14 | 13.19% | Reducidas |
|
| 399 |
Altarock Partners
West Palm Beach,
Florida
| USD 529 M | +USD 978 k | 1 | 24.95% | Aumentadas |
|
| 400 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 528 M | -USD 81.7 M | 11 | 11.24% | Reducidas |
|