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 | |
|---|---|---|---|---|---|---|---|
| 401 |
Marsico Capital Management
Denver,
Colorado
| USD 178 M | -USD 148 M | 1 | 1.57% | Reducidas |
|
| 402 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 178 M | +USD 83.3 M | 2 | 4.61% | Aumentadas |
|
| 403 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 176 M | -USD 1.37 M | 2 | 3.76% | Reducidas |
|
| 404 |
Asset Management One
Tokyo,
Japan
| USD 176 M | -USD 5.04 M | 10 | 2.44% | Reducidas |
|
| 405 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 175 M | -USD 14.2 M | 3 | 4.87% | Reducidas |
|
| 406 |
Norinchukin Bank
Tokyo,
Japan
| USD 175 M | -USD 5.11 M | 8 | 4.47% | Reducidas |
|
| 407 |
HCM
Hitchwood Capital Management
New York
| USD 174 M | -USD 41.9 M | 2 | 7.37% | Reducidas |
|
| 408 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 174 M | +USD 17 M | 5 | 4.44% | Aumentadas |
|
| 409 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 173 M | +USD 181 M | 12 | 3.71% | Nuevas |
|
| 410 |
FQ
First Quadrant
Glendale,
California
| USD 173 M | -USD 46 M | 8 | 3.63% | Reducidas |
|
| 411 |
Regions Financial Corp
Birmingham,
Alabama
| USD 173 M | -USD 8.14 M | 8 | 2.29% | Reducidas |
|
| 412 |
Everett Harris & Co
Los Angeles,
California
| USD 171 M | +USD 829 k | 5 | 6.01% | Aumentadas |
|
| 413 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 170 M | +USD 35.5 M | 1 | 5.91% | Aumentadas |
|
| 414 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 169 M | -USD 3.09 M | 2 | 9.51% | Reducidas |
|
| 415 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 168 M | +USD 4.93 M | 11 | 1.67% | Aumentadas |
|
| 416 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 168 M | -USD 3.81 M | 2 | 2.36% | Reducidas |
|
| 417 |
Davenport & Co
Richmond,
Virginia
| USD 167 M | -USD 15.7 M | 7 | 2.59% | Reducidas |
|
| 418 |
LPL Financial
San Diego,
California
| USD 167 M | -USD 6.84 M | 10 | 0.85% | Reducidas |
|
| 419 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 167 M | +USD 6.09 M | 9 | 6.2% | Aumentadas |
|
| 420 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 165 M | -USD 10.3 M | 10 | 5.08% | Reducidas |
|
| 421 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 165 M | -USD 64.5 M | 6 | 6.56% | Reducidas |
|
| 422 |
Troy Asset Management
London,
United Kingdom
| USD 164 M | -USD 15 M | 2 | 10.48% | Reducidas |
|
| 423 |
WCM Investment Management
Laguna Beach,
California
| USD 160 M | +USD 23.2 M | 3 | 3.61% | Aumentadas |
|
| 424 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 160 M | -USD 7.79 M | 5 | 2.94% | Reducidas |
|
| 425 |
HCM
Herndon Capital Management
Atlanta,
Georgia
| USD 159 M | -USD 14.6 M | 3 | 2.65% | Reducidas |
|