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 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 572 M | -USD 241 k | 4 | 7.55% | Reducidas |
|
| 202 |
BNP Paribas Asset Management
Paris,
France
| USD 569 M | +USD 19.5 M | 10 | 4.34% | Aumentadas |
|
| 203 |
PGGM Investments
Zeist,
Netherlands
| USD 563 M | +USD 95.4 M | 5 | 2.67% | Aumentadas |
|
| 204 |
International Value Advisers
| USD 561 M | -USD 3 M | 4 | 14.14% | Reducidas |
|
| 205 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 559 M | +USD 105 M | 9 | 4.1% | Aumentadas |
|
| 206 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 558 M | -USD 99.4 M | 11 | 4.1% | Reducidas |
|
| 207 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 556 M | -USD 7.97 M | 5 | 6.99% | Reducidas |
|
| 208 |
Sound Shore Management
Greenwich,
Connecticut
| USD 547 M | +USD 61.8 M | 3 | 8.75% | Aumentadas |
|
| 209 |
Magnetar Financial
Evanston,
Illinois
| USD 544 M | +USD 346 M | 3 | 9.31% | Aumentadas |
|
| 210 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 541 M | -USD 8.32 M | 1 | 2.81% | Reducidas |
|
| 211 |
ProShare Advisors
Bethesda,
Maryland
| USD 541 M | -USD 32.3 M | 11 | 6.37% | Reducidas |
|
| 212 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 539 M | +USD 1.3 M | 4 | 8.24% | Aumentadas |
|
| 213 |
SH
SeaTown Holdings
Singapore
| USD 534 M | -USD 93.2 M | 1 | 53.22% | Reducidas |
|
| 214 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 527 M | -USD 18.7 M | 8 | 1.33% | Reducidas |
|
| 215 |
Sarasin & Partners
London,
United Kingdom
| USD 513 M | -USD 34.5 M | 5 | 7.85% | Reducidas |
|
| 216 |
Cantillon Capital Management
New York
| USD 505 M | -USD 1.9 M | 1 | 9.88% | Reducidas |
|
| 217 |
Victory Capital Management
San Antonio,
Texas
| USD 504 M | -USD 4.97 M | 9 | 1.81% | Reducidas |
|
| 218 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 501 M | +USD 491 M | 1 | 3.14% | Nuevas |
|
| 219 |
Capital Guardian Trust
Los Angeles,
California
| USD 493 M | -USD 291 M | 10 | 3.66% | Reducidas |
|
| 220 |
General Atlantic
New York
| USD 486 M | -USD 59.6 M | 1 | 16.05% | Reducidas |
|
| 221 |
Rockefeller Financial Services
New York
| USD 480 M | +USD 48.6 M | 7 | 10.37% | Aumentadas |
|
| 222 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 461 M | -USD 213 M | 4 | 8.49% | Reducidas |
|
| 223 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 459 M | +USD 58.2 M | 6 | 3.44% | Aumentadas |
|
| 224 |
CS
Cisco Systems
San Jose,
California
| USD 459 M | -USD 73.6 M | 1 | 57.91% | Reducidas |
|
| 225 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 453 M | +USD 24.5 M | 4 | 3.02% | Aumentadas |
|