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 1226 M | +USD 346 M | 4 | 5.34% | Aumentadas |
|
| 177 |
USS Investment Management
London,
United Kingdom
| USD 1224 M | +USD 143 M | 5 | 15.09% | Aumentadas |
|
| 178 |
First Pacific Advisors
El Segundo,
California
| USD 1220 M | -USD 221 M | 6 | 11.6% | Reducidas |
|
| 179 |
First Manhattan
New York
| USD 1186 M | -USD 2.85 M | 13 | 7.38% | Reducidas |
|
| 180 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1184 M | +USD 27.5 M | 11 | 11.2% | Aumentadas |
|
| 181 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1173 M | +USD 1.5 M | 5 | 16.97% | Aumentadas |
|
| 182 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 1171 M | -USD 25.3 M | 8 | 5.3% | Reducidas |
|
| 183 |
Epoch Investment Partners
New York
| USD 1171 M | -USD 98.8 M | 4 | 5.44% | Reducidas |
|
| 184 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 1131 M | -USD 3.87 M | 9 | 10.06% | Reducidas |
|
| 185 |
Flossbach Von Storch
Cologne,
Germany
| USD 1116 M | +USD 67.3 M | 6 | 10.62% | Aumentadas |
|
| 186 |
Maverick Capital
Dallas,
Texas
| USD 1113 M | +USD 399 M | 7 | 16.33% | Aumentadas |
|
| 187 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1105 M | -USD 20 M | 6 | 35.19% | Reducidas |
|
| 188 |
Glenview Capital Management
New York
| USD 1083 M | +USD 434 M | 3 | 10.49% | Aumentadas |
|
| 189 |
Independent Franchise Partners
London,
United Kingdom
| USD 1070 M | -USD 187 M | 2 | 13.13% | Reducidas |
|
| 190 |
Alkeon Capital Management
New York
| USD 1065 M | -USD 61.1 M | 4 | 6.92% | Reducidas |
|
| 191 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1064 M | +USD 287 k | 8 | 9.07% | Aumentadas |
|
| 192 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1054 M | -USD 219 M | 10 | 3.85% | Reducidas |
|
| 193 |
LSV Asset Management
Chicago,
Illinois
| USD 1053 M | +USD 80.9 M | 10 | 1.87% | Aumentadas |
|
| 194 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1039 M | +USD 4.26 M | 7 | 12.71% | Aumentadas |
|
| 195 |
Calamos Advisors
Naperville,
Illinois
| USD 1034 M | +USD 62.6 M | 10 | 6.82% | Aumentadas |
|
| 196 |
BNP Paribas Asset Management
Paris,
France
| USD 1031 M | +USD 87.9 M | 14 | 9.5% | Aumentadas |
|
| 197 |
Yacktman Asset Management
Austin,
Texas
| USD 1019 M | -USD 13.9 M | 2 | 12.99% | Reducidas |
|
| 198 |
Fayez Sarofim & Co
Houston,
Texas
| USD 1016 M | +USD 16.8 M | 6 | 6.12% | Aumentadas |
|
| 199 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 1012 M | -USD 68.7 M | 16 | 9.14% | Reducidas |
|
| 200 |
Two Sigma Advisers
New York
| USD 1002 M | -USD 866 M | 19 | 2.74% | Reducidas |
|