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 | |
|---|---|---|---|---|---|---|---|
| 201 |
Aviva
London,
United Kingdom
| USD 532 M | +USD 4.21 M | 10 | 4.31% | Aumentadas |
|
| 202 |
BRC
Blue Ridge Capital
New York
| USD 528 M | -USD 51.2 M | 2 | 5.84% | Reducidas |
|
| 203 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 511 M | -USD 135 M | 5 | 3.52% | Reducidas |
|
| 204 |
Columbus Circle Investors
| USD 504 M | +USD 23.2 M | 2 | 3.35% | Aumentadas |
|
| 205 |
SEI Trust Company
Oaks,
Pennsylvania
| USD 504 M | -USD 52.3 M | 10 | 5.01% | Reducidas |
|
| 206 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 498 M | -USD 23.6 M | 4 | 16.05% | Reducidas |
|
| 207 |
Appaloosa Management
Miami Beach,
Florida
| USD 493 M | +USD 240 M | 1 | 5.44% | Aumentadas |
|
| 208 |
Comerica Bank
Dallas,
Texas
| USD 490 M | -USD 1.65 M | 10 | 3.75% | Reducidas |
|
| 209 |
Texas Permanent School Fund
Austin,
Texas
| USD 487 M | -USD 30.8 M | 8 | 5.02% | Reducidas |
|
| 210 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 486 M | -USD 226 M | 4 | 4.25% | Reducidas |
|
| 211 |
BWA
Brave Warrior Advisors
New York
| USD 482 M | +USD 28.7 M | 2 | 19.5% | Aumentadas |
|
| 212 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 481 M | +USD 43 M | 2 | 4.11% | Aumentadas |
|
| 213 |
Vontobel Asset Management
New York
| USD 476 M | +USD 201 M | 3 | 5.52% | Aumentadas |
|
| 214 |
Orbis Holdings
Hamilton,
Bermuda
| USD 474 M | +USD 328 M | 2 | 3.76% | Aumentadas |
|
| 215 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 474 M | +USD 2.3 M | 10 | 1.7% | Aumentadas |
|
| 216 |
John W. Bristol & Co
New York
| USD 458 M | -USD 107 M | 3 | 8.02% | Reducidas |
|
| 217 |
ProShare Advisors
Bethesda,
Maryland
| USD 457 M | +USD 41.2 M | 11 | 5.72% | Aumentadas |
|
| 218 |
Atalanta Sosnoff Capital
New York
| USD 456 M | +USD 119 M | 4 | 10.17% | Aumentadas |
|
| 219 |
Cantillon Capital Management
New York
| USD 452 M | -USD 2.35 M | 1 | 10.47% | Reducidas |
|
| 220 |
PGGM Investments
Zeist,
Netherlands
| USD 450 M | -USD 57.9 M | 4 | 2.35% | Reducidas |
|
| 221 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 450 M | -USD 21.5 M | 4 | 9.74% | Reducidas |
|
| 222 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 446 M | +USD 6.55 M | 3 | 5.43% | Aumentadas |
|
| 223 |
Fayez Sarofim & Co
Houston,
Texas
| USD 439 M | -USD 8.91 M | 4 | 2.09% | Reducidas |
|
| 224 |
Los Angeles Capital Management
Los Angeles,
California
| USD 432 M | +USD 68.5 M | 9 | 4.72% | Aumentadas |
|
| 225 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 431 M | -USD 9.11 M | 11 | 4% | Reducidas |
|