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 |
First Manhattan
New York
| USD 966 M | -USD 2.94 M | 13 | 5.74% | Reducidas |
|
| 177 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 951 M | -USD 14.6 M | 10 | 8.72% | Reducidas |
|
| 178 |
Pzena Investment Management
New York
| USD 950 M | -USD 18.2 M | 3 | 5.36% | Reducidas |
|
| 179 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 949 M | -USD 8.9 M | 6 | 10.84% | Reducidas |
|
| 180 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 941 M | -USD 49.3 M | 3 | 15.36% | Reducidas |
|
| 181 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
| USD 920 M | USD 0 | 1 | 52.19% | Mantenido |
|
| 182 |
Aperio Group
Sausalito,
California
| USD 913 M | +USD 35.4 M | 13 | 6.24% | Aumentadas |
|
| 183 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 904 M | +USD 23.9 M | 7 | 8.31% | Aumentadas |
|
| 184 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 893 M | -USD 1.15 M | 4 | 12.51% | Reducidas |
|
| 185 |
DnB Asset Management
Oslo,
Norway
| USD 886 M | +USD 69 M | 11 | 13.93% | Aumentadas |
|
| 186 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 882 M | +USD 32.4 M | 13 | 4.21% | Aumentadas |
|
| 187 |
Flossbach Von Storch
Cologne,
Germany
| USD 878 M | +USD 19.6 M | 6 | 13.46% | Aumentadas |
|
| 188 |
Harding Loevner
Bridgewater,
New Jersey
| USD 842 M | -USD 29.8 M | 4 | 5.49% | Reducidas |
|
| 189 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 840 M | -USD 48.3 M | 13 | 6.48% | Reducidas |
|
| 190 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 827 M | +USD 45.3 M | 9 | 4.84% | Aumentadas |
|
| 191 |
PointState Capital
New York
| USD 826 M | +USD 626 M | 4 | 8.62% | Aumentadas |
|
| 192 |
KeyBank National Association
Cleveland,
Ohio
| USD 821 M | -USD 5.31 M | 10 | 4.93% | Reducidas |
|
| 193 |
Causeway Capital Management
Los Angeles,
California
| USD 820 M | +USD 55.6 M | 3 | 11.11% | Aumentadas |
|
| 194 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 807 M | +USD 43.8 M | 9 | 2.41% | Aumentadas |
|
| 195 |
LSV Asset Management
Chicago,
Illinois
| USD 803 M | -USD 323 M | 9 | 1.46% | Reducidas |
|
| 196 |
BNP Paribas Asset Management
Paris,
France
| USD 797 M | +USD 69.6 M | 13 | 7.31% | Aumentadas |
|
| 197 |
C WorldWide Group
Copenhagen,
Denmark
| USD 795 M | +USD 78.2 M | 5 | 13.45% | Aumentadas |
|
| 198 |
CIBC World Markets
New York
| USD 792 M | -USD 202 M | 10 | 6.44% | Reducidas |
|
| 199 |
William Blair & Company
Chicago,
Illinois
| USD 792 M | +USD 71.3 M | 14 | 6.38% | Aumentadas |
|
| 200 |
TCW Group
Los Angeles,
California
| USD 791 M | -USD 179 M | 7 | 6.6% | Reducidas |
|