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 |
Comgest Global Investors
Paris,
France
| USD 291 M | -USD 3.9 M | 5 | 7.2% | Reducidas |
|
| 402 |
Regions Financial Corp
Birmingham,
Alabama
| USD 290 M | -USD 5.87 M | 12 | 3.4% | Reducidas |
|
| 403 |
BRC
Blue Ridge Capital
New York
| USD 289 M | -USD 343 M | 2 | 5.05% | Reducidas |
|
| 404 |
B
BP
London,
United Kingdom
| USD 288 M | -USD 19.5 M | 9 | 10.59% | Reducidas |
|
| 405 |
Norinchukin Bank
Tokyo,
Japan
| USD 288 M | +USD 9.7 M | 11 | 5.92% | Aumentadas |
|
| 406 |
Smith Group Asset Management
Dallas,
Texas
| USD 287 M | +USD 12.8 M | 6 | 8.81% | Aumentadas |
|
| 407 |
Westpac Banking Corp
Sydney,
Australia
| USD 284 M | -USD 1232 M | 12 | 6.26% | Reducidas |
|
| 408 |
VM
Valinor Management
New York
| USD 284 M | +USD 100 M | 3 | 8.65% | Aumentadas |
|
| 409 |
John W. Bristol & Co
New York
| USD 284 M | -USD 38.6 M | 4 | 8.34% | Reducidas |
|
| 410 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 283 M | +USD 13.1 M | 12 | 1.96% | Aumentadas |
|
| 411 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 283 M | -USD 19.6 M | 6 | 10.59% | Reducidas |
|
| 412 |
Jana Partners
New York
| USD 280 M | +USD 187 M | 2 | 3.97% | Aumentadas |
|
| 413 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 278 M | +USD 14.2 M | 1 | 12.65% | Aumentadas |
|
| 414 |
Criterion Capital Management
San Francisco,
California
| USD 278 M | +USD 27.8 M | 3 | 13.42% | Aumentadas |
|
| 415 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 276 M | -USD 6.46 M | 3 | 8.19% | Reducidas |
|
| 416 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 274 M | -USD 1.78 M | 3 | 13.22% | Reducidas |
|
| 417 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 272 M | -USD 14 M | 11 | 5.83% | Reducidas |
|
| 418 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 272 M | -USD 9.8 M | 11 | 6.04% | Reducidas |
|
| 419 |
VanEck Associates
New York
| USD 271 M | -USD 57.7 M | 5 | 1.48% | Reducidas |
|
| 420 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 270 M | -USD 189 M | 3 | 10.46% | Reducidas |
|
| 421 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 270 M | -USD 12.5 M | 12 | 7.64% | Reducidas |
|
| 422 |
Homestead Advisers
Arlington,
Virginia
| USD 268 M | USD 0 | 2 | 4.19% | Mantenido |
|
| 423 |
United Capital Financial Advisors
Irving,
Texas
| USD 268 M | -USD 6.76 M | 12 | 2.4% | Reducidas |
|
| 424 |
Oak Associates
Akron,
Ohio
| USD 267 M | +USD 12 M | 10 | 20.14% | Aumentadas |
|
| 425 |
PEAK6 Group
Chicago,
Illinois
| USD 265 M | +USD 212 M | 15 | 1.54% | Aumentadas |
|