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 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 567 M | +USD 1.55 M | 13 | 13.07% | Aumentadas |
|
| 402 |
Personal Capital Advisors
Redwood City,
California
| USD 567 M | +USD 59 M | 12 | 3.62% | Aumentadas |
|
| 403 |
Crake Asset Management
London,
United Kingdom
| USD 561 M | +USD 50.6 M | 4 | 20.95% | Aumentadas |
|
| 404 |
Altarock Partners
West Palm Beach,
Florida
| USD 561 M | -USD 68.9 M | 1 | 23.5% | Reducidas |
|
| 405 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 560 M | +USD 111 M | 5 | 23.74% | Aumentadas |
|
| 406 |
Ossiam
Paris,
France
| USD 559 M | +USD 104 M | 10 | 19.52% | Aumentadas |
|
| 407 |
Congress Asset Management
Boston,
Massachusetts
| USD 559 M | +USD 5.66 M | 6 | 5.27% | Aumentadas |
|
| 408 |
Liontrust Investment Partners
London,
United Kingdom
| USD 557 M | +USD 539 M | 9 | 11.23% | Nuevas |
|
| 409 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 557 M | +USD 79.8 M | 5 | 17.7% | Aumentadas |
|
| 410 |
Tocqueville Asset Management
New York
| USD 552 M | -USD 16.1 M | 14 | 9.21% | Reducidas |
|
| 411 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 552 M | +USD 50 M | 13 | 4.7% | Aumentadas |
|
| 412 |
Clal Insurance
Tel-Aviv,
Israel
| USD 545 M | -USD 67.5 M | 5 | 7.4% | Reducidas |
|
| 413 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 544 M | -USD 977 k | 4 | 50.9% | Reducidas |
|
| 414 |
Daiwa Securities Group
Tokyo,
Japan
| USD 536 M | +USD 29.8 M | 19 | 4.14% | Aumentadas |
|
| 415 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 534 M | -USD 38.5 M | 5 | 13.21% | Reducidas |
|
| 416 |
MC
Maplelane Capital
New York
| USD 531 M | -USD 321 M | 7 | 6.7% | Reducidas |
|
| 417 |
Silvercrest Asset Management
New York
| USD 530 M | -USD 13.3 M | 9 | 3.87% | Reducidas |
|
| 418 |
Martin Currie
Edinburgh,
United Kingdom
| USD 528 M | +USD 104 M | 3 | 19.41% | Aumentadas |
|
| 419 |
Gladstone Capital Management
London,
United Kingdom
| USD 527 M | -USD 82.4 M | 3 | 29.11% | Reducidas |
|
| 420 |
Douglas Lane & Associates
New York
| USD 520 M | -USD 24.3 M | 8 | 8.71% | Reducidas |
|
| 421 |
Norinchukin Bank
Tokyo,
Japan
| USD 516 M | -USD 7.55 M | 10 | 7.35% | Reducidas |
|
| 422 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 515 M | +USD 49.1 M | 11 | 13.8% | Aumentadas |
|
| 423 |
Williams Jones Wealth Management
New York
| USD 512 M | -USD 25.5 M | 8 | 8.35% | Reducidas |
|
| 424 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 508 M | -USD 241 M | 7 | 6.02% | Reducidas |
|
| 425 |
ClariVest Asset Management
San Diego,
California
| USD 505 M | -USD 66.9 M | 9 | 17.21% | Reducidas |
|