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 |
KeyBank National Association
Cleveland,
Ohio
| USD 685 M | -USD 15.3 M | 10 | 4.54% | Reducidas |
|
| 202 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 670 M | -USD 12.5 M | 12 | 5.15% | Reducidas |
|
| 203 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 665 M | +USD 81.3 M | 9 | 5.33% | Aumentadas |
|
| 204 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 664 M | +USD 27 M | 7 | 6.6% | Aumentadas |
|
| 205 |
Cantillon Capital Management
New York
| USD 656 M | -USD 24.8 M | 2 | 11.48% | Reducidas |
|
| 206 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 655 M | +USD 74.5 M | 14 | 2.03% | Aumentadas |
|
| 207 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 654 M | +USD 112 M | 13 | 4.24% | Aumentadas |
|
| 208 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 652 M | +USD 104 M | 10 | 2.63% | Aumentadas |
|
| 209 |
Alkeon Capital Management
New York
| USD 645 M | +USD 59.4 M | 3 | 13.32% | Aumentadas |
|
| 210 |
Columbus Circle Investors
| USD 645 M | +USD 87.5 M | 4 | 5.75% | Aumentadas |
|
| 211 |
BNP Paribas Asset Management
Paris,
France
| USD 638 M | -USD 25.2 M | 13 | 5.4% | Reducidas |
|
| 212 |
Sound Shore Management
Greenwich,
Connecticut
| USD 632 M | +USD 90.2 M | 5 | 11.5% | Aumentadas |
|
| 213 |
Aperio Group
Sausalito,
California
| USD 625 M | +USD 31.9 M | 12 | 5.35% | Aumentadas |
|
| 214 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 624 M | -USD 14.6 M | 5 | 9.95% | Reducidas |
|
| 215 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 618 M | -USD 57.2 M | 1 | 3.64% | Reducidas |
|
| 216 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 612 M | -USD 29.1 M | 5 | 8.04% | Reducidas |
|
| 217 |
Third Point
New York
| USD 597 M | +USD 575 M | 2 | 5.5% | Nuevas |
|
| 218 |
SG Americas Securities
New York
| USD 594 M | -USD 362 M | 14 | 4.29% | Reducidas |
|
| 219 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 589 M | -USD 7.37 M | 12 | 4.92% | Reducidas |
|
| 220 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
| USD 589 M | +USD 555 M | 6 | 49.28% | Aumentadas |
|
| 221 |
Nuveen
Charlotte,
North Carolina
| USD 584 M | +USD 33.9 M | 10 | 3.06% | Aumentadas |
|
| 222 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 580 M | +USD 14.7 M | 4 | 12.9% | Aumentadas |
|
| 223 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 574 M | +USD 33.8 M | 12 | 6.79% | Aumentadas |
|
| 224 |
ProShare Advisors
Bethesda,
Maryland
| USD 572 M | -USD 109 M | 10 | 7.87% | Reducidas |
|
| 225 |
PGGM Investments
Zeist,
Netherlands
| USD 564 M | +USD 8.27 M | 8 | 2.98% | Aumentadas |
|