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 |
Myriad Asset Management
North Point,
Hong Kong
| USD 616 M | +USD 590 M | 2 | 67.72% | Aumentadas |
|
| 202 |
International Value Advisers
| USD 612 M | -USD 23.3 M | 4 | 13.87% | Reducidas |
|
| 203 |
CS
Cisco Systems
San Jose,
California
| USD 610 M | USD 0 | 1 | 65.21% | Mantenido |
|
| 204 |
BNP Paribas Asset Management
Paris,
France
| USD 605 M | -USD 3.39 M | 10 | 4.9% | Reducidas |
|
| 205 |
Two Sigma Investments
New York
| USD 579 M | +USD 266 M | 10 | 2.59% | Aumentadas |
|
| 206 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 567 M | -USD 6.7 M | 8 | 2.03% | Reducidas |
|
| 207 |
Westpac Banking Corp
Sydney,
Australia
| USD 564 M | +USD 6.97 M | 12 | 5.5% | Aumentadas |
|
| 208 |
Generation Investment Management
London,
United Kingdom
| USD 562 M | +USD 31.6 M | 3 | 8.76% | Aumentadas |
|
| 209 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 553 M | -USD 19.1 M | 4 | 8.77% | Reducidas |
|
| 210 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 550 M | +USD 65.6 M | 3 | 4.29% | Aumentadas |
|
| 211 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 546 M | +USD 696 k | 5 | 5.7% | Aumentadas |
|
| 212 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 536 M | +USD 18.1 M | 2 | 4.14% | Aumentadas |
|
| 213 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 534 M | +USD 17.1 M | 4 | 7.14% | Aumentadas |
|
| 214 |
Cantillon Capital Management
New York
| USD 534 M | -USD 5.05 M | 1 | 12.06% | Reducidas |
|
| 215 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 532 M | -USD 111 M | 5 | 1.74% | Reducidas |
|
| 216 |
SEI Trust Company
Oaks,
Pennsylvania
| USD 522 M | +USD 30.6 M | 10 | 5.05% | Aumentadas |
|
| 217 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 521 M | +USD 54.3 M | 9 | 1.31% | Aumentadas |
|
| 218 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 514 M | -USD 155 M | 4 | 6.47% | Reducidas |
|
| 219 |
Flossbach Von Storch
Cologne,
Germany
| USD 513 M | -USD 39.3 M | 4 | 11.14% | Reducidas |
|
| 220 |
Soros Fund Management
New York
| USD 511 M | +USD 296 M | 3 | 3.82% | Aumentadas |
|
| 221 |
Sarasin & Partners
London,
United Kingdom
| USD 492 M | +USD 142 M | 4 | 6.77% | Aumentadas |
|
| 222 |
PGGM Investments
Zeist,
Netherlands
| USD 490 M | -USD 11.5 M | 4 | 2.32% | Reducidas |
|
| 223 |
Rockefeller Financial Services
New York
| USD 487 M | +USD 29.6 M | 6 | 10.86% | Aumentadas |
|
| 224 |
ProShare Advisors
Bethesda,
Maryland
| USD 483 M | +USD 42.2 M | 11 | 6.4% | Aumentadas |
|
| 225 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 475 M | +USD 30.7 M | 4 | 10.25% | Aumentadas |
|