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 |
BWA
Brave Warrior Advisors
New York
| USD 522 M | +USD 38.2 M | 2 | 21.03% | Aumentadas |
|
| 202 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 520 M | +USD 241 M | 4 | 6.95% | Aumentadas |
|
| 203 |
Independent Franchise Partners
London,
United Kingdom
| USD 508 M | +USD 95.8 M | 1 | 7.74% | Aumentadas |
|
| 204 |
Generation Investment Management
London,
United Kingdom
| USD 503 M | +USD 191 M | 3 | 8.05% | Aumentadas |
|
| 205 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 494 M | -USD 12 M | 5 | 3.38% | Reducidas |
|
| 206 |
Los Angeles Capital Management
Los Angeles,
California
| USD 492 M | +USD 75.1 M | 9 | 4.74% | Aumentadas |
|
| 207 |
Coatue Management
New York
| USD 492 M | +USD 250 M | 4 | 6.13% | Aumentadas |
|
| 208 |
SEI Trust Company
Oaks,
Pennsylvania
| USD 488 M | -USD 20.2 M | 9 | 4.71% | Reducidas |
|
| 209 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 482 M | -USD 24.1 M | 3 | 4.33% | Reducidas |
|
| 210 |
Renaissance Technologies
New York
| USD 481 M | +USD 315 M | 7 | 1.12% | Aumentadas |
|
| 211 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 478 M | +USD 5.91 M | 2 | 3.76% | Aumentadas |
|
| 212 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 477 M | -USD 44.1 M | 5 | 15.05% | Reducidas |
|
| 213 |
Farallon Capital Management
San Francisco,
California
| USD 473 M | +USD 53.3 M | 3 | 6.83% | Aumentadas |
|
| 214 |
PGGM Investments
Zeist,
Netherlands
| USD 471 M | +USD 18.8 M | 4 | 2.27% | Aumentadas |
|
| 215 |
NWQ Investment Management Company
Los Angeles,
California
| USD 467 M | -USD 104 M | 2 | 4.69% | Reducidas |
|
| 216 |
Texas Permanent School Fund
Austin,
Texas
| USD 460 M | -USD 26.7 M | 8 | 4.75% | Reducidas |
|
| 217 |
John W. Bristol & Co
New York
| USD 453 M | -USD 11.9 M | 3 | 7.66% | Reducidas |
|
| 218 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 453 M | -USD 182 M | 8 | 1.03% | Reducidas |
|
| 219 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 451 M | +USD 441 M | 10 | 3.16% | Nuevas |
|
| 220 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 447 M | +USD 109 M | 2 | 3.29% | Aumentadas |
|
| 221 |
Rockefeller Financial Services
New York
| USD 441 M | +USD 140 M | 8 | 9.91% | Aumentadas |
|
| 222 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 438 M | -USD 8.55 M | 4 | 9.26% | Reducidas |
|
| 223 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 428 M | +USD 16.2 M | 5 | 5.85% | Aumentadas |
|
| 224 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 423 M | -USD 46.2 k | 10 | 3.8% | Reducidas |
|
| 225 |
ProShare Advisors
Bethesda,
Maryland
| USD 422 M | -USD 36.4 M | 11 | 5.46% | Reducidas |
|