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 |
Mondrian Investment Partners
London,
United Kingdom
| USD 323 M | +USD 208 M | 2 | 10.21% | Aumentadas |
|
| 427 |
TT International
London,
United Kingdom
| USD 321 M | -USD 35.6 M | 4 | 33.87% | Reducidas |
|
| 428 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 321 M | -USD 12.2 M | 12 | 21.61% | Reducidas |
|
| 429 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 320 M | -USD 2.76 M | 3 | 43.82% | Reducidas |
|
| 430 |
Ariel Investments
Chicago,
Illinois
| USD 318 M | -USD 13.5 M | 2 | 3.95% | Reducidas |
|
| 431 |
AIA International
Hong Kong
| USD 317 M | +USD 51.5 M | 1 | 74.37% | Aumentadas |
|
| 432 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 316 M | -USD 100 M | 4 | 6.23% | Reducidas |
|
| 433 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 315 M | +USD 107 M | 19 | 2.51% | Aumentadas |
|
| 434 |
SCM
Steadfast Capital Management
New York
| USD 315 M | -USD 145 M | 1 | 4.95% | Reducidas |
|
| 435 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 315 M | -USD 20.6 M | 12 | 7.19% | Reducidas |
|
| 436 |
PCM
Palestra Capital Management
New York
| USD 314 M | -USD 103 M | 2 | 10.28% | Reducidas |
|
| 437 |
BP
London,
United Kingdom
| USD 313 M | -USD 6.02 M | 9 | 12.13% | Reducidas |
|
| 438 |
Columbus Circle Investors
| USD 312 M | -USD 32.4 M | 4 | 7.96% | Reducidas |
|
| 439 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 309 M | -USD 55.4 M | 1 | 4.81% | Reducidas |
|
| 440 |
D1 Capital Partners
New York
| USD 308 M | -USD 692 M | 1 | 5.57% | Reducidas |
|
| 441 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 302 M | +USD 6.2 M | 2 | 9.96% | Aumentadas |
|
| 442 |
Sachem Head Capital Management
New York
| USD 302 M | +USD 23.8 M | 2 | 18.33% | Aumentadas |
|
| 443 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 295 M | -USD 31 M | 10 | 5.29% | Reducidas |
|
| 444 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 294 M | -USD 71.6 M | 1 | 1.92% | Reducidas |
|
| 445 |
TIAA FSB
Jacksonville,
Florida
| USD 293 M | +USD 6.27 M | 10 | 2.35% | Aumentadas |
|
| 446 |
Achmea Investment Management
Zeist,
Netherlands
| USD 292 M | -USD 1.92 M | 10 | 12.18% | Reducidas |
|
| 447 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 283 M | +USD 26.1 M | 4 | 7.61% | Aumentadas |
|
| 448 |
Close Asset Management
London,
United Kingdom
| USD 282 M | +USD 223 M | 9 | 23.99% | Aumentadas |
|
| 449 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 281 M | +USD 17.6 M | 19 | 4.3% | Aumentadas |
|
| 450 |
Securian Asset Management
St Paul,
Minnesota
| USD 281 M | +USD 1.2 M | 11 | 6.69% | Aumentadas |
|