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 |
Parnassus Investments
San Francisco,
California
| USD 907 M | +USD 49.2 M | 4 | 4.48% | Aumentadas |
|
| 177 |
First Manhattan
New York
| USD 902 M | +USD 5.22 M | 13 | 5.48% | Aumentadas |
|
| 178 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 895 M | +USD 51.8 M | 6 | 10.42% | Aumentadas |
|
| 179 |
Pzena Investment Management
New York
| USD 890 M | -USD 72.6 M | 3 | 5.08% | Reducidas |
|
| 180 |
Capital Guardian Trust
Los Angeles,
California
| USD 890 M | +USD 40.5 M | 14 | 6.98% | Aumentadas |
|
| 181 |
TCW Group
Los Angeles,
California
| USD 888 M | +USD 26.6 M | 10 | 6.68% | Aumentadas |
|
| 182 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 884 M | +USD 98.2 M | 11 | 7.75% | Aumentadas |
|
| 183 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 883 M | -USD 78.8 M | 10 | 8.26% | Reducidas |
|
| 184 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 870 M | +USD 11.5 M | 1 | 7.75% | Aumentadas |
|
| 185 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 867 M | -USD 10.7 M | 3 | 14.97% | Reducidas |
|
| 186 |
Renaissance Technologies
New York
| USD 851 M | -USD 725 M | 14 | 1.35% | Reducidas |
|
| 187 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 819 M | +USD 12.6 M | 7 | 7.79% | Aumentadas |
|
| 188 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 817 M | -USD 15.6 M | 13 | 6.3% | Reducidas |
|
| 189 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 817 M | +USD 49.1 M | 4 | 11.96% | Aumentadas |
|
| 190 |
Aperio Group
Sausalito,
California
| USD 804 M | -USD 22.6 k | 12 | 6.15% | Reducidas |
|
| 191 |
Harding Loevner
Bridgewater,
New Jersey
| USD 798 M | -USD 116 M | 4 | 5.58% | Reducidas |
|
| 192 |
Flossbach Von Storch
Cologne,
Germany
| USD 798 M | -USD 20.9 M | 5 | 12.94% | Reducidas |
|
| 193 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 795 M | +USD 76.8 M | 8 | 8.7% | Aumentadas |
|
| 194 |
Egerton Capital (UK)
London,
United Kingdom
| USD 789 M | -USD 12 M | 2 | 9.6% | Reducidas |
|
| 195 |
Acadian Asset Management
Boston,
Massachusetts
| USD 786 M | -USD 196 M | 15 | 3.82% | Reducidas |
|
| 196 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 773 M | +USD 5.92 M | 14 | 4.2% | Aumentadas |
|
| 197 |
NC
Northern Cross
Boston,
Massachusetts
| USD 764 M | -USD 30.4 M | 1 | 11.31% | Reducidas |
|
| 198 |
Calamos Advisors
Naperville,
Illinois
| USD 758 M | -USD 263 M | 11 | 6.03% | Reducidas |
|
| 199 |
KeyBank National Association
Cleveland,
Ohio
| USD 755 M | -USD 2.84 M | 10 | 4.71% | Reducidas |
|
| 200 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 749 M | USD 0 | 1 | 47.46% | Mantenido |
|