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 | |
|---|---|---|---|---|---|---|---|
| 501 |
Mirova US
Boston,
Massachusetts
| USD 388 M | +USD 71.3 M | 4 | 16.92% | Aumentadas |
|
| 502 |
Element Capital Management
New York
| USD 387 M | +USD 375 M | 4 | 40.45% | Nuevas |
|
| 503 |
Gofen & Glossberg
Chicago,
Illinois
| USD 386 M | -USD 1.56 M | 8 | 10.56% | Reducidas |
|
| 504 |
Waverton Investment Management
London,
United Kingdom
| USD 385 M | +USD 2.61 M | 3 | 17.76% | Aumentadas |
|
| 505 |
Echo Street Capital Management
New York
| USD 382 M | +USD 191 M | 7 | 3.82% | Aumentadas |
|
| 506 |
Alleghany Corporation
New York
| USD 381 M | +USD 29.6 M | 3 | 15.18% | Aumentadas |
|
| 507 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 381 M | +USD 264 M | 4 | 34.23% | Aumentadas |
|
| 508 |
PEAK6 Investments
Chicago,
Illinois
| USD 380 M | +USD 145 M | 22 | 0.79% | Aumentadas |
|
| 509 |
E
Ergoteles
New York
| USD 379 M | +USD 305 M | 12 | 12.58% | Aumentadas |
|
| 510 |
Ariel Investments
Chicago,
Illinois
| USD 377 M | -USD 35.7 M | 4 | 4.25% | Reducidas |
|
| 511 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 376 M | +USD 81 M | 7 | 6.62% | Aumentadas |
|
| 512 |
AKO Capital
London,
United Kingdom
| USD 376 M | +USD 43.4 M | 1 | 4.84% | Aumentadas |
|
| 513 |
Country Trust Bank
Bloomington,
Illinois
| USD 374 M | -USD 684 k | 11 | 12.88% | Reducidas |
|
| 514 |
Beck Mack & Oliver
New York
| USD 373 M | -USD 26 M | 5 | 12.4% | Reducidas |
|
| 515 |
Rafferty Asset Management
New York
| USD 373 M | +USD 981 k | 17 | 3.64% | Aumentadas |
|
| 516 |
Soma Equity Partners
San Francisco,
California
| USD 372 M | +USD 72.9 M | 2 | 9.03% | Aumentadas |
|
| 517 |
Scharf Investments
Los Gatos,
California
| USD 371 M | -USD 9.6 M | 6 | 13.99% | Reducidas |
|
| 518 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 371 M | -USD 4.08 M | 5 | 7.03% | Reducidas |
|
| 519 |
BG
Bollard Group
Boston,
Massachusetts
| USD 371 M | -USD 1.31 M | 16 | 13.8% | Reducidas |
|
| 520 |
Anglepoint Asset Management
George Town,
Cayman Islands
| USD 368 M | +USD 248 M | 5 | 10.51% | Aumentadas |
|
| 521 |
Munro Partners
Melbourne,
Australia
| USD 363 M | +USD 44 M | 3 | 15.75% | Aumentadas |
|
| 522 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 362 M | +USD 21.2 M | 7 | 4.22% | Aumentadas |
|
| 523 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 361 M | -USD 1.31 M | 10 | 13.56% | Reducidas |
|
| 524 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 360 M | +USD 10 M | 5 | 3.98% | Aumentadas |
|
| 525 |
BOK Financial
Tulsa,
Oklahoma
| USD 360 M | -USD 4.08 M | 11 | 6.87% | Reducidas |
|