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 |
Huntington National Bank
Columbus,
Ohio
| USD 359 M | -USD 14.3 M | 16 | 5.93% | Reducidas |
|
| 402 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 359 M | -USD 52.4 M | 1 | 5.18% | Reducidas |
|
| 403 |
Troy Asset Management
London,
United Kingdom
| USD 357 M | +USD 6.65 M | 2 | 17.44% | Aumentadas |
|
| 404 |
Marshall Wace
London,
United Kingdom
| USD 357 M | -USD 57.7 M | 14 | 3.36% | Reducidas |
|
| 405 |
Two Sigma Investments
New York
| USD 357 M | -USD 4.85 M | 15 | 1.16% | Reducidas |
|
| 406 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 356 M | -USD 17.1 M | 5 | 15.64% | Reducidas |
|
| 407 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 352 M | +USD 15.2 M | 11 | 8.67% | Aumentadas |
|
| 408 |
Evercore Wealth Management
New York
| USD 349 M | +USD 10.8 M | 6 | 11.24% | Aumentadas |
|
| 409 |
VM
Valinor Management
New York
| USD 349 M | -USD 21.5 M | 4 | 18.25% | Reducidas |
|
| 410 |
NM
NWI Management
New York
| USD 348 M | -USD 20.3 M | 2 | 9.11% | Reducidas |
|
| 411 |
Nikko Asset Management Americas
New York
| USD 346 M | -USD 19.1 M | 4 | 9.12% | Reducidas |
|
| 412 |
Advisor Group
Phoenix,
Arizona
| USD 345 M | +USD 24.2 M | 23 | 2.84% | Aumentadas |
|
| 413 |
SG Americas Securities
New York
| USD 343 M | -USD 119 M | 18 | 3.16% | Reducidas |
|
| 414 |
Morningstar Investment Services
Chicago,
Illinois
| USD 341 M | +USD 54 M | 6 | 5.86% | Aumentadas |
|
| 415 |
Williams Jones & Associates
New York
| USD 341 M | -USD 593 k | 9 | 7.53% | Reducidas |
|
| 416 |
Comgest Global Investors
Paris,
France
| USD 339 M | +USD 54.5 M | 6 | 7.42% | Aumentadas |
|
| 417 |
Lakewood Capital Management
New York
| USD 338 M | -USD 1.09 M | 2 | 9.48% | Reducidas |
|
| 418 |
London Company of Virginia
Richmond,
Virginia
| USD 336 M | -USD 2.18 M | 4 | 2.87% | Reducidas |
|
| 419 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 335 M | +USD 2.82 M | 10 | 9.54% | Aumentadas |
|
| 420 |
Nomura Holdings
Tokyo,
Japan
| USD 335 M | -USD 297 M | 13 | 1.41% | Reducidas |
|
| 421 |
Piedmont Investment Advisors
Durham,
North Carolina
| USD 332 M | +USD 8.76 M | 16 | 13.47% | Aumentadas |
|
| 422 |
Eminence Capital
New York
| USD 331 M | -USD 182 M | 2 | 4.93% | Reducidas |
|
| 423 |
Gotham Asset Management
New York
| USD 330 M | -USD 34.4 M | 11 | 4.83% | Reducidas |
|
| 424 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 328 M | +USD 27.9 M | 11 | 10.08% | Aumentadas |
|
| 425 |
Atlanta Capital Management
Atlanta,
Georgia
| USD 326 M | +USD 15.7 M | 5 | 1.56% | Aumentadas |
|