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 |
B
BP
London,
United Kingdom
| USD 228 M | +USD 100 M | 10 | 9.32% | Aumentadas |
|
| 402 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 227 M | +USD 80.6 M | 8 | 1.17% | Aumentadas |
|
| 403 |
DL
Delta Lloyd
Amsterdam,
Netherlands
| USD 225 M | -USD 5.66 M | 11 | 7.78% | Reducidas |
|
| 404 |
Eagle Asset Management
St Petersburg,
Florida
| USD 224 M | -USD 18 M | 5 | 1.5% | Reducidas |
|
| 405 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 224 M | +USD 15.5 M | 12 | 2.12% | Aumentadas |
|
| 406 |
Davenport & Co
Richmond,
Virginia
| USD 222 M | -USD 16.6 M | 8 | 3.6% | Reducidas |
|
| 407 |
Farallon Capital Management
San Francisco,
California
| USD 221 M | -USD 253 M | 2 | 1.97% | Reducidas |
|
| 408 |
PointState Capital
New York
| USD 221 M | -USD 170 M | 3 | 5.62% | Reducidas |
|
| 409 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 218 M | +USD 129 M | 8 | 5.84% | Aumentadas |
|
| 410 |
SCCM
Schafer Cullen Capital Management
New York
| USD 218 M | -USD 26.7 M | 2 | 2.6% | Reducidas |
|
| 411 |
Elliott Management
New York
| USD 218 M | +USD 178 M | 2 | 2.64% | Aumentadas |
|
| 412 |
GMT Capital
Atlanta,
Georgia
| USD 218 M | +USD 6.67 M | 2 | 5.61% | Aumentadas |
|
| 413 |
Cambiar Investors
Denver,
Colorado
| USD 217 M | +USD 5.96 M | 2 | 3.13% | Aumentadas |
|
| 414 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 217 M | +USD 6.98 M | 10 | 3.16% | Aumentadas |
|
| 415 |
Hosking Partners
London,
United Kingdom
| USD 215 M | +USD 5.62 M | 5 | 9.96% | Aumentadas |
|
| 416 |
Beck Mack & Oliver
New York
| USD 215 M | -USD 44 M | 7 | 7.31% | Reducidas |
|
| 417 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 214 M | +USD 60 M | 10 | 2.5% | Aumentadas |
|
| 418 |
HMP
HS Management Partners
New York
| USD 212 M | -USD 52.4 M | 2 | 8.35% | Reducidas |
|
| 419 |
Parallax Volatility Advisers
San Francisco,
California
| USD 210 M | +USD 116 M | 11 | 0.43% | Aumentadas |
|
| 420 |
Regions Financial Corp
Birmingham,
Alabama
| USD 210 M | +USD 3.46 M | 10 | 2.82% | Aumentadas |
|
| 421 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 210 M | -USD 14.6 M | 3 | 2.68% | Reducidas |
|
| 422 |
Meritage Group
San Francisco,
California
| USD 210 M | -USD 112 M | 1 | 5.24% | Reducidas |
|
| 423 |
Waverton Investment Management
London,
United Kingdom
| USD 208 M | -USD 1.62 M | 6 | 15.63% | Reducidas |
|
| 424 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 203 M | +USD 17.2 M | 3 | 21.88% | Aumentadas |
|
| 425 |
Norinchukin Bank
Tokyo,
Japan
| USD 203 M | -USD 10.9 M | 11 | 5.14% | Reducidas |
|