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 |
AMP Capital Investors
Sydney,
Australia
| USD 1476 M | +USD 22.6 M | 13 | 8.35% | Aumentadas |
|
| 177 |
Fundsmith LLP
London,
United Kingdom
| USD 1432 M | +USD 12.4 M | 1 | 8.14% | Aumentadas |
|
| 178 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1423 M | -USD 275 M | 13 | 5.64% | Reducidas |
|
| 179 |
Glenview Capital Management
New York
| USD 1409 M | +USD 139 M | 3 | 12.58% | Aumentadas |
|
| 180 |
Parnassus Investments
San Francisco,
California
| USD 1405 M | -USD 5.22 M | 4 | 5.54% | Reducidas |
|
| 181 |
First Manhattan
New York
| USD 1387 M | +USD 10.6 M | 13 | 8.01% | Aumentadas |
|
| 182 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 1364 M | +USD 1.47 M | 9 | 5.33% | Aumentadas |
|
| 183 |
Maverick Capital
Dallas,
Texas
| USD 1362 M | +USD 21 M | 6 | 18.06% | Aumentadas |
|
| 184 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 1360 M | +USD 117 M | 16 | 9.93% | Aumentadas |
|
| 185 |
LSV Asset Management
Chicago,
Illinois
| USD 1345 M | +USD 75.2 M | 10 | 2.16% | Aumentadas |
|
| 186 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 1327 M | +USD 10.7 M | 9 | 10.15% | Aumentadas |
|
| 187 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1308 M | -USD 67.5 M | 11 | 11.61% | Reducidas |
|
| 188 |
Natixis
Paris,
France
| USD 1307 M | +USD 168 M | 14 | 8.22% | Aumentadas |
|
| 189 |
BNP Paribas Asset Management
Paris,
France
| USD 1268 M | +USD 32.5 M | 14 | 10.61% | Aumentadas |
|
| 190 |
Flossbach Von Storch
Cologne,
Germany
| USD 1266 M | -USD 20.4 M | 6 | 11.66% | Reducidas |
|
| 191 |
Citadel Advisors
Miami,
Florida
| USD 1261 M | -USD 2369 M | 25 | 0.63% | Reducidas |
|
| 192 |
Independent Franchise Partners
London,
United Kingdom
| USD 1252 M | -USD 1.11 M | 2 | 14.12% | Reducidas |
|
| 193 |
Nomura Asset Management
Tokyo,
Japan
| USD 1250 M | +USD 69.8 M | 13 | 12.28% | Aumentadas |
|
| 194 |
Calamos Advisors
Naperville,
Illinois
| USD 1242 M | +USD 38.7 M | 12 | 7.75% | Aumentadas |
|
| 195 |
Millennium Management
New York
| USD 1238 M | -USD 771 M | 24 | 1.85% | Reducidas |
|
| 196 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 1223 M | +USD 39.7 M | 4 | 13.54% | Aumentadas |
|
| 197 |
Fayez Sarofim & Co
Houston,
Texas
| USD 1219 M | +USD 39.2 M | 6 | 6.43% | Aumentadas |
|
| 198 |
First Pacific Advisors
El Segundo,
California
| USD 1215 M | -USD 177 M | 6 | 10.65% | Reducidas |
|
| 199 |
Alkeon Capital Management
New York
| USD 1204 M | -USD 58.5 M | 4 | 6.01% | Reducidas |
|
| 200 |
KBC Group
Brussels,
Belgium
| USD 1194 M | +USD 245 M | 14 | 9.82% | Aumentadas |
|