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 | |
|---|---|---|---|---|---|---|---|
| 426 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 286 M | +USD 25.7 M | 12 | 7.02% | Aumentadas |
|
| 427 |
Ariel Investments
Chicago,
Illinois
| USD 286 M | -USD 13.5 M | 2 | 3.99% | Reducidas |
|
| 428 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 285 M | -USD 2.78 M | 12 | 8.85% | Reducidas |
|
| 429 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 284 M | +USD 9.5 M | 12 | 20.67% | Aumentadas |
|
| 430 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 283 M | -USD 10.4 M | 10 | 7.73% | Reducidas |
|
| 431 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 282 M | USD 0 | 3 | 43.37% | Mantenido |
|
| 432 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 282 M | +USD 19.3 M | 16 | 1.41% | Aumentadas |
|
| 433 |
Sarasin & Partners
London,
United Kingdom
| USD 279 M | +USD 2.86 M | 5 | 6.08% | Aumentadas |
|
| 434 |
Scharf Investments
Los Gatos,
California
| USD 278 M | -USD 38.4 M | 4 | 11.03% | Reducidas |
|
| 435 |
Cadian Capital Management
New York
| USD 278 M | +USD 96.4 M | 2 | 12.93% | Aumentadas |
|
| 436 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 277 M | -USD 8.4 M | 11 | 5.54% | Reducidas |
|
| 437 |
Piedmont Investment Advisors
Durham,
North Carolina
| USD 277 M | +USD 10.9 M | 16 | 13.24% | Aumentadas |
|
| 438 |
Champlain Investment Partners
Burlington,
Vermont
| USD 276 M | +USD 140 M | 4 | 2.8% | Aumentadas |
|
| 439 |
Advisor Group
Phoenix,
Arizona
| USD 271 M | +USD 29.5 M | 22 | 2.66% | Aumentadas |
|
| 440 |
Atlanta Capital Management
Atlanta,
Georgia
| USD 270 M | +USD 4.23 M | 2 | 1.49% | Aumentadas |
|
| 441 |
BP
London,
United Kingdom
| USD 270 M | -USD 45.4 M | 9 | 11.19% | Reducidas |
|
| 442 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 270 M | -USD 10.6 M | 5 | 3.25% | Reducidas |
|
| 443 |
Tybourne Capital Management
Hong Kong
| USD 266 M | +USD 194 M | 1 | 11.84% | Aumentadas |
|
| 444 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 263 M | -USD 16 M | 5 | 11.45% | Reducidas |
|
| 445 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 262 M | -USD 355 k | 2 | 9.27% | Reducidas |
|
| 446 |
PFM Health Sciences
San Francisco,
California
| USD 259 M | +USD 54.2 M | 5 | 6.89% | Aumentadas |
|
| 447 |
Dorsal Capital Management
Redwood City,
California
| USD 257 M | +USD 59.4 M | 3 | 17.99% | Aumentadas |
|
| 448 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 256 M | +USD 1.83 M | 8 | 9.51% | Aumentadas |
|
| 449 |
Achmea Investment Management
Zeist,
Netherlands
| USD 253 M | -USD 8.98 M | 10 | 11.68% | Reducidas |
|
| 450 |
TT International
London,
United Kingdom
| USD 252 M | +USD 76.5 M | 5 | 32.45% | Aumentadas |
|