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 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1490 M | +USD 100 M | 10 | 4.13% | Aumentadas |
|
| 177 |
AMP Capital Investors
Sydney,
Australia
| USD 1485 M | -USD 26.5 M | 12 | 8.07% | Reducidas |
|
| 178 |
Jane Street
New York
| USD 1481 M | +USD 336 M | 20 | 2.93% | Aumentadas |
|
| 179 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1436 M | -USD 1.29 M | 5 | 18.45% | Reducidas |
|
| 180 |
Epoch Investment Partners
New York
| USD 1435 M | -USD 120 M | 4 | 5.45% | Reducidas |
|
| 181 |
Independent Franchise Partners
London,
United Kingdom
| USD 1411 M | -USD 462 M | 2 | 13.55% | Reducidas |
|
| 182 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 1396 M | -USD 580 M | 4 | 14.72% | Reducidas |
|
| 183 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1390 M | -USD 17 M | 11 | 11.66% | Reducidas |
|
| 184 |
Fundsmith LLP
London,
United Kingdom
| USD 1381 M | +USD 1309 M | 1 | 9.26% | Nuevas |
|
| 185 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 1372 M | +USD 102 M | 10 | 5.45% | Aumentadas |
|
| 186 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 1369 M | -USD 14.1 M | 9 | 10.34% | Reducidas |
|
| 187 |
First Manhattan
New York
| USD 1361 M | -USD 64.1 M | 12 | 7.25% | Reducidas |
|
| 188 |
Alkeon Capital Management
New York
| USD 1355 M | -USD 30.9 M | 6 | 6.41% | Reducidas |
|
| 189 |
Man Group
London,
United Kingdom
| USD 1341 M | +USD 203 M | 20 | 4.9% | Aumentadas |
|
| 190 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1326 M | +USD 297 M | 5 | 6.92% | Aumentadas |
|
| 191 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1308 M | +USD 16.9 M | 5 | 11.94% | Aumentadas |
|
| 192 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 1304 M | +USD 162 M | 16 | 9.63% | Aumentadas |
|
| 193 |
USS Investment Management
London,
United Kingdom
| USD 1292 M | +USD 61.8 M | 6 | 13% | Aumentadas |
|
| 194 |
LSV Asset Management
Chicago,
Illinois
| USD 1282 M | +USD 220 M | 10 | 1.92% | Aumentadas |
|
| 195 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1282 M | +USD 378 M | 14 | 5.7% | Aumentadas |
|
| 196 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1278 M | -USD 3.32 M | 6 | 28.48% | Reducidas |
|
| 197 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1277 M | -USD 62.5 M | 7 | 8.96% | Reducidas |
|
| 198 |
Nomura Asset Management
Tokyo,
Japan
| USD 1264 M | -USD 8.4 M | 13 | 12.26% | Reducidas |
|
| 199 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1258 M | +USD 12.5 M | 12 | 9.2% | Aumentadas |
|
| 200 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1238 M | -USD 57.6 M | 6 | 12.2% | Reducidas |
|