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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 222 M | -USD 10 M | 8 | 2.47% | Reducidas |
|
| 477 |
Country Trust Bank
Bloomington,
Illinois
| USD 222 M | +USD 18.4 M | 10 | 11.05% | Aumentadas |
|
| 478 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 222 M | +USD 4.82 M | 17 | 3.73% | Aumentadas |
|
| 479 |
Oppenheimer & Co
New York
| USD 218 M | -USD 10.6 M | 14 | 6.82% | Reducidas |
|
| 480 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 218 M | +USD 227 M | 3 | 65.7% | Nuevas |
|
| 481 |
Weitz Investment Management
Omaha,
Nebraska
| USD 218 M | +USD 22.3 M | 5 | 9.97% | Aumentadas |
|
| 482 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 217 M | -USD 114 M | 4 | 15.42% | Reducidas |
|
| 483 |
PGGM Investments
Zeist,
Netherlands
| USD 217 M | -USD 91.6 M | 3 | 1.26% | Reducidas |
|
| 484 |
Welch & Forbes
Boston,
Massachusetts
| USD 217 M | +USD 14 M | 9 | 6.11% | Aumentadas |
|
| 485 |
Samlyn Capital
New York
| USD 216 M | +USD 4.26 M | 4 | 5.14% | Aumentadas |
|
| 486 |
Bloom Tree Partners
New York
| USD 216 M | +USD 60.3 M | 4 | 17.58% | Aumentadas |
|
| 487 |
Oppenheimer Asset Management
New York
| USD 216 M | +USD 4.77 M | 17 | 5.35% | Aumentadas |
|
| 488 |
BSN Capital Partners
London,
United Kingdom
| USD 215 M | +USD 224 M | 2 | 82.03% | Nuevas |
|
| 489 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 215 M | -USD 14.4 M | 4 | 6.2% | Reducidas |
|
| 490 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 214 M | -USD 25.8 M | 3 | 5.59% | Reducidas |
|
| 491 |
Gofen & Glossberg
Chicago,
Illinois
| USD 214 M | -USD 2.11 M | 7 | 8.46% | Reducidas |
|
| 492 |
SRS Investment Management
New York
| USD 212 M | +USD 207 M | 2 | 6.68% | Aumentadas |
|
| 493 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 212 M | +USD 83.9 k | 2 | 19.75% | Aumentadas |
|
| 494 |
People's United Financial
Bridgeport,
Connecticut
| USD 209 M | -USD 4.04 M | 15 | 7.26% | Reducidas |
|
| 495 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 209 M | +USD 24.1 M | 1 | 12.01% | Aumentadas |
|
| 496 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 209 M | +USD 1.15 M | 10 | 5.08% | Aumentadas |
|
| 497 |
Senator Investment Group
New York
| USD 207 M | -USD 26.8 M | 1 | 5.77% | Reducidas |
|
| 498 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 207 M | +USD 14.3 M | 14 | 12.43% | Aumentadas |
|
| 499 |
Harvest Fund Management
Beijing,
China
| USD 206 M | +USD 12.9 M | 9 | 43.15% | Aumentadas |
|
| 500 |
AIA International
Hong Kong
| USD 206 M | +USD 10.4 M | 1 | 72.73% | Aumentadas |
|