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 | |
|---|---|---|---|---|---|---|---|
| 176 |
AMP Capital Investors
Sydney,
Australia
| USD 695 M | +USD 11.9 M | 11 | 4.89% | Aumentadas |
|
| 177 |
Institutional Capital
Chicago,
Illinois
| USD 688 M | +USD 628 M | 2 | 3.33% | Nuevas |
|
| 178 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 679 M | -USD 1.28 M | 7 | 5.64% | Reducidas |
|
| 179 |
Manning & Napier Advisors
Fairport,
New York
| USD 678 M | -USD 61.5 M | 5 | 3.06% | Reducidas |
|
| 180 |
First Trust Advisors
Wheaton,
Illinois
| USD 656 M | +USD 28.5 M | 10 | 3.18% | Aumentadas |
|
| 181 |
Carmignac Gestion
Paris,
France
| USD 653 M | +USD 204 M | 1 | 4.87% | Aumentadas |
|
| 182 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 651 M | -USD 8.81 M | 4 | 10.98% | Reducidas |
|
| 183 |
Northern Trust Company of Connecticut
Stamford,
Connecticut
| USD 647 M | -USD 41 M | 11 | 4.05% | Reducidas |
|
| 184 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 647 M | -USD 173 M | 6 | 4.24% | Reducidas |
|
| 185 |
Wellcome Trust
London,
United Kingdom
| USD 646 M | +USD 9.02 M | 3 | 17.11% | Aumentadas |
|
| 186 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 638 M | -USD 13.9 M | 2 | 11.04% | Reducidas |
|
| 187 |
Korea Investment Corp
Seoul,
South Korea
| USD 630 M | +USD 56 M | 8 | 5.96% | Aumentadas |
|
| 188 |
BRC
Blue Ridge Capital
New York
| USD 628 M | USD 0 | 2 | 6.47% | Mantenido |
|
| 189 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 625 M | +USD 3.46 M | 8 | 5.04% | Aumentadas |
|
| 190 |
International Value Advisers
| USD 624 M | -USD 12.7 M | 4 | 15.56% | Reducidas |
|
| 191 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 616 M | -USD 20.8 M | 11 | 4.22% | Reducidas |
|
| 192 |
Ruffer LLP
London,
United Kingdom
| USD 613 M | +USD 18 M | 3 | 21.75% | Aumentadas |
|
| 193 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 610 M | -USD 545 M | 1 | 4.96% | Reducidas |
|
| 194 |
NWQ Investment Management Company
Los Angeles,
California
| USD 609 M | +USD 114 M | 2 | 5.34% | Aumentadas |
|
| 195 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 605 M | -USD 5.02 M | 10 | 5.2% | Reducidas |
|
| 196 |
Westfield Capital Management
Boston,
Massachusetts
| USD 597 M | -USD 92.9 M | 5 | 3.52% | Reducidas |
|
| 197 |
Ninety One (UK)
London,
United Kingdom
| USD 587 M | +USD 35.5 M | 3 | 4.1% | Aumentadas |
|
| 198 |
Aviva
London,
United Kingdom
| USD 584 M | -USD 13 M | 9 | 4.89% | Reducidas |
|
| 199 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 583 M | -USD 31 M | 9 | 1.3% | Reducidas |
|
| 200 |
CS
Cisco Systems
San Jose,
California
| USD 583 M | USD 0 | 1 | 30.94% | Mantenido |
|