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 |
Ninety One (UK)
London,
United Kingdom
| USD 692 M | +USD 61.4 M | 3 | 4.61% | Aumentadas |
|
| 177 |
Citadel Advisors
Miami,
Florida
| USD 691 M | -USD 669 M | 12 | 0.81% | Reducidas |
|
| 178 |
Guggenheim Capital
Chicago,
Illinois
| USD 667 M | +USD 19.5 M | 12 | 1.9% | Aumentadas |
|
| 179 |
Westfield Capital Management
Boston,
Massachusetts
| USD 660 M | +USD 56.4 M | 6 | 3.95% | Aumentadas |
|
| 180 |
AMP Capital Investors
Sydney,
Australia
| USD 654 M | -USD 51.8 M | 11 | 4.42% | Reducidas |
|
| 181 |
International Value Advisers
| USD 646 M | -USD 23.2 M | 4 | 15.52% | Reducidas |
|
| 182 |
Flossbach Von Storch
Cologne,
Germany
| USD 645 M | +USD 1.22 M | 5 | 17.17% | Aumentadas |
|
| 183 |
Wellcome Trust
London,
United Kingdom
| USD 644 M | -USD 27.3 M | 4 | 15.85% | Reducidas |
|
| 184 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 643 M | -USD 30.7 M | 4 | 9.12% | Reducidas |
|
| 185 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 642 M | +USD 19.2 M | 8 | 1.46% | Aumentadas |
|
| 186 |
Korea Investment Corp
Seoul,
South Korea
| USD 633 M | -USD 6.81 M | 8 | 5.61% | Reducidas |
|
| 187 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 615 M | -USD 1.59 M | 10 | 5.26% | Reducidas |
|
| 188 |
Carmignac Gestion
Paris,
France
| USD 606 M | -USD 45.6 M | 1 | 4.44% | Reducidas |
|
| 189 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 593 M | -USD 39.6 M | 8 | 4.83% | Reducidas |
|
| 190 |
Manning & Napier Advisors
Fairport,
New York
| USD 587 M | -USD 35.8 M | 5 | 2.42% | Reducidas |
|
| 191 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 581 M | -USD 53.4 M | 3 | 10.36% | Reducidas |
|
| 192 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 577 M | -USD 27 M | 3 | 8.32% | Reducidas |
|
| 193 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 576 M | -USD 505 M | 2 | 4.2% | Reducidas |
|
| 194 |
NWQ Investment Management Company
Los Angeles,
California
| USD 569 M | -USD 84.6 M | 2 | 4.97% | Reducidas |
|
| 195 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 567 M | -USD 229 M | 5 | 5.98% | Reducidas |
|
| 196 |
Westpac Banking Corp
Sydney,
Australia
| USD 564 M | +USD 53.1 M | 11 | 6.01% | Aumentadas |
|
| 197 |
First Manhattan
New York
| USD 564 M | +USD 25.7 M | 8 | 3.72% | Aumentadas |
|
| 198 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 562 M | +USD 542 M | 7 | 4.78% | Nuevas |
|
| 199 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 555 M | +USD 53.2 M | 1 | 3% | Aumentadas |
|
| 200 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 537 M | -USD 480 M | 4 | 2.12% | Reducidas |
|