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 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 574 M | -USD 4.65 M | 1 | 3.18% | Reducidas |
|
| 202 |
Raymond James & Associates
St Petersburg,
Florida
| USD 564 M | +USD 22.2 M | 10 | 2.3% | Aumentadas |
|
| 203 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 563 M | +USD 47.8 M | 9 | 5.04% | Aumentadas |
|
| 204 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 556 M | -USD 5.37 M | 5 | 8.42% | Reducidas |
|
| 205 |
Cantillon Capital Management
New York
| USD 555 M | -USD 710 k | 1 | 11.84% | Reducidas |
|
| 206 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 553 M | +USD 89.8 M | 2 | 10.3% | Aumentadas |
|
| 207 |
TCM
Tybourne Capital Management
Hong Kong
| USD 553 M | +USD 365 M | 2 | 38.94% | Aumentadas |
|
| 208 |
ProShare Advisors
Bethesda,
Maryland
| USD 548 M | +USD 77.9 M | 8 | 7.7% | Aumentadas |
|
| 209 |
Janus Henderson Group
London,
| USD 545 M | -USD 378 M | 9 | 4.8% | Reducidas |
|
| 210 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 538 M | +USD 85.7 M | 8 | 6.8% | Aumentadas |
|
| 211 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 535 M | +USD 5.1 M | 5 | 9.42% | Aumentadas |
|
| 212 |
Westfield Capital Management
Boston,
Massachusetts
| USD 532 M | +USD 319 k | 4 | 3.76% | Aumentadas |
|
| 213 |
Rockefeller Financial Services
New York
| USD 530 M | +USD 24 M | 7 | 10.77% | Aumentadas |
|
| 214 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 529 M | +USD 209 M | 4 | 3.45% | Aumentadas |
|
| 215 |
Renaissance Technologies
New York
| USD 526 M | -USD 427 M | 9 | 1.25% | Reducidas |
|
| 216 |
International Value Advisers
| USD 520 M | +USD 27.1 M | 4 | 13.63% | Aumentadas |
|
| 217 |
Stifel Financial
St. Louis,
Missouri
| USD 518 M | -USD 126 M | 12 | 2.91% | Reducidas |
|
| 218 |
William Blair & Company
Chicago,
Illinois
| USD 508 M | -USD 844 M | 9 | 4.4% | Reducidas |
|
| 219 |
EPCM
Eton Park Capital Management
New York
| USD 507 M | -USD 163 M | 2 | 8.84% | Reducidas |
|
| 220 |
Institutional Capital
Chicago,
Illinois
| USD 507 M | -USD 395 M | 2 | 4.23% | Reducidas |
|
| 221 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 493 M | +USD 42.8 M | 8 | 4.59% | Aumentadas |
|
| 222 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| USD 491 M | +USD 116 M | 5 | 10.02% | Aumentadas |
|
| 223 |
Sound Shore Management
Greenwich,
Connecticut
| USD 486 M | +USD 95.3 M | 3 | 9.14% | Aumentadas |
|
| 224 |
Calamos Advisors
Naperville,
Illinois
| USD 485 M | -USD 274 M | 8 | 3.34% | Reducidas |
|
| 225 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 469 M | +USD 17 M | 10 | 5.72% | Aumentadas |
|