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 |
Parnassus Investments
San Francisco,
California
| USD 600 M | +USD 403 M | 3 | 4.53% | Aumentadas |
|
| 202 |
Stifel Financial
St. Louis,
Missouri
| USD 597 M | +USD 236 M | 11 | 3.32% | Aumentadas |
|
| 203 |
Harding Loevner
Bridgewater,
New Jersey
| USD 593 M | -USD 91.4 M | 3 | 4.77% | Reducidas |
|
| 204 |
International Value Advisers
| USD 586 M | -USD 77.1 M | 4 | 13.36% | Reducidas |
|
| 205 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 586 M | -USD 11.5 M | 4 | 9.06% | Reducidas |
|
| 206 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 586 M | +USD 132 M | 1 | 6.64% | Aumentadas |
|
| 207 |
Korea Investment Corp
Seoul,
South Korea
| USD 583 M | -USD 37 M | 9 | 4.79% | Reducidas |
|
| 208 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 583 M | -USD 4.44 M | 4 | 7.68% | Reducidas |
|
| 209 |
ProShare Advisors
Bethesda,
Maryland
| USD 580 M | +USD 120 M | 11 | 6.76% | Aumentadas |
|
| 210 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 574 M | +USD 35.8 M | 2 | 4.88% | Aumentadas |
|
| 211 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 568 M | -USD 29 M | 9 | 4.58% | Reducidas |
|
| 212 |
Westpac Banking Corp
Sydney,
Australia
| USD 567 M | +USD 5.07 M | 12 | 5.39% | Aumentadas |
|
| 213 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 558 M | +USD 549 M | 5 | 7.04% | Nuevas |
|
| 214 |
BNP Paribas Asset Management
Paris,
France
| USD 552 M | -USD 32.8 M | 10 | 4.45% | Reducidas |
|
| 215 |
CS
Cisco Systems
San Jose,
California
| USD 536 M | USD 0 | 1 | 61.67% | Mantenido |
|
| 216 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 530 M | +USD 47.8 M | 7 | 1.34% | Aumentadas |
|
| 217 |
KBC Group
Brussels,
Belgium
| USD 515 M | +USD 456 M | 10 | 6.14% | Aumentadas |
|
| 218 |
PGGM Investments
Zeist,
Netherlands
| USD 513 M | +USD 5.12 M | 4 | 2.3% | Aumentadas |
|
| 219 |
Los Angeles Capital Management
Los Angeles,
California
| USD 508 M | +USD 53.5 M | 8 | 4.66% | Aumentadas |
|
| 220 |
Sound Shore Management
Greenwich,
Connecticut
| USD 507 M | +USD 174 M | 3 | 7.97% | Aumentadas |
|
| 221 |
Sarasin & Partners
London,
United Kingdom
| USD 504 M | +USD 50.7 M | 5 | 7.53% | Aumentadas |
|
| 222 |
Victory Capital Management
San Antonio,
Texas
| USD 503 M | +USD 203 M | 9 | 1.85% | Aumentadas |
|
| 223 |
SEI Investments
Oaks,
Pennsylvania
| USD 503 M | +USD 502 M | 11 | 4.44% | Nuevas |
|
| 224 |
Two Sigma Advisers
New York
| USD 500 M | +USD 167 M | 11 | 3.87% | Aumentadas |
|
| 225 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 499 M | +USD 800 k | 2 | 3.56% | Aumentadas |
|