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 |
BNP Paribas Asset Management
Paris,
France
| USD 569 M | -USD 14.6 M | 11 | 4.61% | Reducidas |
|
| 202 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 560 M | -USD 130 M | 4 | 11.29% | Reducidas |
|
| 203 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 559 M | +USD 17.9 M | 5 | 8.93% | Aumentadas |
|
| 204 |
ING Group
Amsterdam,
Netherlands
| USD 558 M | -USD 226 M | 6 | 3.03% | Reducidas |
|
| 205 |
Korea Investment Corp
Seoul,
South Korea
| USD 558 M | -USD 51.6 M | 9 | 4.76% | Reducidas |
|
| 206 |
International Value Advisers
| USD 539 M | +USD 15.5 M | 4 | 13.94% | Aumentadas |
|
| 207 |
Westpac Banking Corp
Sydney,
Australia
| USD 531 M | -USD 18.9 M | 11 | 5.2% | Reducidas |
|
| 208 |
Raymond James & Associates
St Petersburg,
Florida
| USD 531 M | +USD 96.3 M | 10 | 2.04% | Aumentadas |
|
| 209 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 530 M | -USD 246 M | 10 | 2.5% | Reducidas |
|
| 210 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 515 M | -USD 26.7 M | 5 | 7.15% | Reducidas |
|
| 211 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 515 M | -USD 17.2 M | 6 | 1.36% | Reducidas |
|
| 212 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 511 M | +USD 2.86 M | 4 | 7.11% | Aumentadas |
|
| 213 |
Rockefeller Financial Services
New York
| USD 507 M | +USD 33.8 M | 6 | 10.52% | Aumentadas |
|
| 214 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 505 M | +USD 72.3 M | 2 | 8.61% | Aumentadas |
|
| 215 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 482 M | +USD 57.7 M | 9 | 3.49% | Aumentadas |
|
| 216 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 476 M | +USD 54.4 M | 5 | 9.89% | Aumentadas |
|
| 217 |
Westfield Capital Management
Boston,
Massachusetts
| USD 475 M | -USD 126 M | 4 | 2.9% | Reducidas |
|
| 218 |
Cantillon Capital Management
New York
| USD 473 M | -USD 15.2 M | 1 | 9.44% | Reducidas |
|
| 219 |
GGHC
Gilder Gagnon Howe & Co
New York
| USD 470 M | -USD 2.29 M | 4 | 6.17% | Reducidas |
|
| 220 |
Millennium Management
New York
| USD 462 M | +USD 26 M | 12 | 0.87% | Aumentadas |
|
| 221 |
TSU
TD Securities (USA)
New York
| USD 458 M | +USD 50.7 M | 8 | 6.2% | Aumentadas |
|
| 222 |
DnB Asset Management
Oslo,
Norway
| USD 457 M | +USD 35.9 M | 7 | 10.08% | Aumentadas |
|
| 223 |
CS
Cisco Systems
San Jose,
California
| USD 457 M | -USD 24 M | 1 | 99.49% | Reducidas |
|
| 224 |
Nuveen
Charlotte,
North Carolina
| USD 450 M | +USD 2.45 M | 8 | 2.42% | Aumentadas |
|
| 225 |
Sarasin & Partners
London,
United Kingdom
| USD 450 M | -USD 80.8 M | 5 | 7.38% | Reducidas |
|