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 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 705 M | -USD 244 M | 3 | 27.15% | Reducidas |
|
| 202 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 703 M | -USD 117 M | 7 | 2.2% | Reducidas |
|
| 203 |
Longview Partners
St Peter Port,
Guernsey
| USD 697 M | -USD 15.9 M | 1 | 4.64% | Reducidas |
|
| 204 |
Sentry Investments
Toronto,
Ontario, Canada
| USD 686 M | -USD 14.6 M | 4 | 6.43% | Reducidas |
|
| 205 |
PointState Capital
New York
| USD 678 M | +USD 460 M | 3 | 13.98% | Aumentadas |
|
| 206 |
Aperio Group
Sausalito,
California
| USD 671 M | +USD 54.1 M | 12 | 5.24% | Aumentadas |
|
| 207 |
KeyBank National Association
Cleveland,
Ohio
| USD 671 M | -USD 5.73 M | 10 | 4.37% | Reducidas |
|
| 208 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 670 M | -USD 50.5 M | 1 | 6.84% | Reducidas |
|
| 209 |
Two Sigma Investments
New York
| USD 668 M | +USD 226 M | 14 | 2.87% | Aumentadas |
|
| 210 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 667 M | +USD 23.7 M | 9 | 2.64% | Aumentadas |
|
| 211 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 665 M | -USD 3.75 M | 12 | 4.94% | Reducidas |
|
| 212 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 658 M | -USD 1.79 M | 9 | 4.99% | Reducidas |
|
| 213 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 656 M | +USD 106 M | 12 | 4.41% | Aumentadas |
|
| 214 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 648 M | +USD 70.1 M | 6 | 8.34% | Aumentadas |
|
| 215 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 640 M | +USD 1.68 M | 13 | 3.88% | Aumentadas |
|
| 216 |
BNP Paribas Asset Management
Paris,
France
| USD 629 M | +USD 912 k | 12 | 5.31% | Aumentadas |
|
| 217 |
Los Angeles Capital Management
Los Angeles,
California
| USD 627 M | +USD 88.3 M | 11 | 5.32% | Aumentadas |
|
| 218 |
Ruane, Cunniff & Goldfarb
New York
| USD 627 M | -USD 196 M | 5 | 5.97% | Reducidas |
|
| 219 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 621 M | +USD 22.2 M | 6 | 9.64% | Aumentadas |
|
| 220 |
Columbus Circle Investors
| USD 617 M | -USD 24.9 M | 3 | 6.19% | Reducidas |
|
| 221 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 615 M | +USD 41.8 M | 5 | 15.22% | Aumentadas |
|
| 222 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 613 M | +USD 29 M | 13 | 4.93% | Aumentadas |
|
| 223 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 608 M | -USD 56 M | 14 | 1.77% | Reducidas |
|
| 224 |
Sound Shore Management
Greenwich,
Connecticut
| USD 601 M | -USD 12 M | 5 | 11.01% | Reducidas |
|
| 225 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 595 M | +USD 128 M | 10 | 3.36% | Aumentadas |
|