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 |
Dorsal Capital Management
Redwood City,
California
| USD 298 M | -USD 28.1 M | 3 | 15.48% | Reducidas |
|
| 402 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 297 M | +USD 13.1 M | 10 | 5.78% | Aumentadas |
|
| 403 |
Sarasin & Partners
London,
United Kingdom
| USD 296 M | -USD 42.1 M | 3 | 5.97% | Reducidas |
|
| 404 |
United Capital Financial Advisors
Irving,
Texas
| USD 296 M | +USD 16.8 M | 12 | 2.51% | Aumentadas |
|
| 405 |
Regions Financial Corp
Birmingham,
Alabama
| USD 296 M | -USD 3.43 M | 12 | 3.36% | Reducidas |
|
| 406 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 293 M | -USD 1.06 M | 4 | 12.18% | Reducidas |
|
| 407 |
SA
SPO Advisory
San Anselmo,
California
| USD 293 M | +USD 90.2 M | 1 | 5.83% | Aumentadas |
|
| 408 |
Westpac Banking Corp
Sydney,
Australia
| USD 292 M | -USD 3.49 M | 13 | 6.44% | Reducidas |
|
| 409 |
Hexavest
Montreal,
Quebec, Canada
| USD 291 M | -USD 21.6 M | 5 | 3.56% | Reducidas |
|
| 410 |
B
BP
London,
United Kingdom
| USD 291 M | -USD 21.1 M | 10 | 10.29% | Reducidas |
|
| 411 |
Williams Jones & Associates
New York
| USD 290 M | -USD 12.9 M | 7 | 7.13% | Reducidas |
|
| 412 |
Senator Investment Group
New York
| USD 288 M | -USD 60.6 M | 1 | 3.83% | Reducidas |
|
| 413 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 287 M | -USD 1.52 M | 11 | 6.09% | Reducidas |
|
| 414 |
John W. Bristol & Co
New York
| USD 287 M | -USD 8.72 M | 4 | 8.29% | Reducidas |
|
| 415 |
Homestead Advisers
Arlington,
Virginia
| USD 286 M | USD 0 | 2 | 4.36% | Mantenido |
|
| 416 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 285 M | -USD 3.24 M | 3 | 12.65% | Reducidas |
|
| 417 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 285 M | -USD 782 k | 3 | 7.75% | Reducidas |
|
| 418 |
Smith Group Asset Management
Dallas,
Texas
| USD 279 M | -USD 31.1 M | 6 | 9.33% | Reducidas |
|
| 419 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 278 M | -USD 9.9 M | 3 | 8.04% | Reducidas |
|
| 420 |
Troy Asset Management
London,
United Kingdom
| USD 278 M | +USD 272 M | 2 | 12.57% | Nuevas |
|
| 421 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 278 M | +USD 16.2 M | 7 | 5.7% | Aumentadas |
|
| 422 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 277 M | +USD 80.4 M | 2 | 12.19% | Aumentadas |
|
| 423 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 276 M | -USD 4.47 M | 12 | 7.54% | Reducidas |
|
| 424 |
Oak Associates
Akron,
Ohio
| USD 275 M | -USD 2.18 M | 10 | 20.29% | Reducidas |
|
| 425 |
Omega Advisors
New York
| USD 272 M | +USD 20 M | 4 | 10.57% | Aumentadas |
|