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 |
DnB Asset Management
Oslo,
Norway
| USD 749 M | +USD 93.1 M | 11 | 13.74% | Aumentadas |
|
| 202 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 747 M | +USD 122 M | 12 | 10.98% | Aumentadas |
|
| 203 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 746 M | +USD 85.9 M | 12 | 2.21% | Aumentadas |
|
| 204 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 745 M | -USD 82.2 M | 10 | 5.91% | Reducidas |
|
| 205 |
Los Angeles Capital Management
Los Angeles,
California
| USD 726 M | -USD 13.7 M | 11 | 5.68% | Reducidas |
|
| 206 |
Carmignac Gestion
Paris,
France
| USD 724 M | -USD 949 M | 3 | 5.63% | Reducidas |
|
| 207 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 723 M | -USD 108 M | 1 | 6.98% | Reducidas |
|
| 208 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 721 M | -USD 125 M | 10 | 2.19% | Reducidas |
|
| 209 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 715 M | -USD 19.9 M | 14 | 5.14% | Reducidas |
|
| 210 |
Alkeon Capital Management
New York
| USD 708 M | -USD 114 M | 4 | 13.95% | Reducidas |
|
| 211 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 694 M | +USD 66.5 M | 9 | 4.16% | Aumentadas |
|
| 212 |
Westfield Capital Management
Boston,
Massachusetts
| USD 693 M | -USD 110 M | 5 | 6.08% | Reducidas |
|
| 213 |
Causeway Capital Management
Los Angeles,
California
| USD 677 M | +USD 26.1 M | 3 | 11.84% | Aumentadas |
|
| 214 |
Findlay Park Partners
London,
United Kingdom
| USD 668 M | +USD 44 M | 2 | 8.13% | Aumentadas |
|
| 215 |
William Blair & Company
Chicago,
Illinois
| USD 663 M | +USD 19.6 M | 12 | 5.93% | Aumentadas |
|
| 216 |
Sound Shore Management
Greenwich,
Connecticut
| USD 662 M | +USD 22.2 M | 5 | 11.4% | Aumentadas |
|
| 217 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 661 M | -USD 42.7 M | 15 | 6.83% | Reducidas |
|
| 218 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 659 M | -USD 315 M | 3 | 5.47% | Reducidas |
|
| 219 |
Nuveen
Charlotte,
North Carolina
| USD 659 M | +USD 81.5 M | 12 | 3.35% | Aumentadas |
|
| 220 |
Thomaspartners
Boston,
Massachusetts
| USD 658 M | +USD 41.1 M | 3 | 7.13% | Aumentadas |
|
| 221 |
BNP Paribas Asset Management
Paris,
France
| USD 655 M | -USD 96 M | 13 | 6.29% | Reducidas |
|
| 222 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 650 M | -USD 64.7 M | 5 | 3.77% | Reducidas |
|
| 223 |
Fundsmith LLP
London,
United Kingdom
| USD 642 M | +USD 15.2 M | 1 | 8.45% | Aumentadas |
|
| 224 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 638 M | +USD 2.42 M | 6 | 7.57% | Aumentadas |
|
| 225 |
KBC Group
Brussels,
Belgium
| USD 635 M | +USD 130 M | 12 | 6.29% | Aumentadas |
|