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 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1209 M | -USD 2.47 M | 5 | 18.56% | Reducidas |
|
| 177 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1209 M | +USD 65.2 M | 12 | 3.59% | Aumentadas |
|
| 178 |
Yacktman Asset Management
Austin,
Texas
| USD 1197 M | -USD 79.9 M | 3 | 12.31% | Reducidas |
|
| 179 |
Pzena Investment Management
New York
| USD 1192 M | -USD 210 M | 3 | 6.06% | Reducidas |
|
| 180 |
Maverick Capital
Dallas,
Texas
| USD 1190 M | +USD 83 M | 6 | 15.35% | Aumentadas |
|
| 181 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 1181 M | -USD 44.3 M | 9 | 9.88% | Reducidas |
|
| 182 |
Polar Capital
London,
United Kingdom
| USD 1173 M | +USD 100 M | 8 | 11.83% | Aumentadas |
|
| 183 |
SEI Investments
Oaks,
Pennsylvania
| USD 1163 M | -USD 628 M | 18 | 4.46% | Reducidas |
|
| 184 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1163 M | +USD 4.94 M | 2 | 11.97% | Aumentadas |
|
| 185 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1157 M | -USD 36.1 M | 11 | 10.26% | Reducidas |
|
| 186 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 1147 M | +USD 36.9 M | 14 | 5.38% | Aumentadas |
|
| 187 |
Natixis
Paris,
France
| USD 1137 M | +USD 679 M | 13 | 6.98% | Aumentadas |
|
| 188 |
Alkeon Capital Management
New York
| USD 1135 M | +USD 3.76 M | 5 | 5.93% | Aumentadas |
|
| 189 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 1131 M | +USD 21 M | 11 | 5.38% | Aumentadas |
|
| 190 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1127 M | -USD 61.1 M | 5 | 11.73% | Reducidas |
|
| 191 |
First Manhattan
New York
| USD 1125 M | -USD 4.39 M | 14 | 6.4% | Reducidas |
|
| 192 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 1118 M | -USD 11.8 M | 12 | 14.63% | Reducidas |
|
| 193 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1110 M | USD 0 | 14 | 4.63% | Mantenido |
|
| 194 |
Nomura Holdings
Tokyo,
Japan
| USD 1103 M | +USD 79.4 M | 16 | 1.9% | Aumentadas |
|
| 195 |
Fundsmith LLP
London,
United Kingdom
| USD 1102 M | +USD 90 M | 1 | 9.09% | Aumentadas |
|
| 196 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1096 M | +USD 172 M | 7 | 8.45% | Aumentadas |
|
| 197 |
USS Investment Management
London,
United Kingdom
| USD 1094 M | +USD 136 M | 6 | 12.14% | Aumentadas |
|
| 198 |
Mackay Shields LLC
New York
| USD 1085 M | +USD 1105 M | 14 | 6.76% | Nuevas |
|
| 199 |
Parnassus Investments
San Francisco,
California
| USD 1055 M | -USD 94.4 M | 3 | 4.26% | Reducidas |
|
| 200 |
Nomura Asset Management
Tokyo,
Japan
| USD 1053 M | +USD 25.4 M | 13 | 11.5% | Aumentadas |
|