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 |
CCMH
Cornerstone Capital Management Holdings
New York
| USD 919 M | +USD 31.6 M | 13 | 7.21% | Aumentadas |
|
| 202 |
KBC Group
Brussels,
Belgium
| USD 912 M | +USD 8.79 M | 13 | 8.27% | Aumentadas |
|
| 203 |
Maverick Capital
Dallas,
Texas
| USD 896 M | +USD 305 M | 8 | 11.36% | Aumentadas |
|
| 204 |
Causeway Capital Management
Los Angeles,
California
| USD 895 M | -USD 33.8 M | 3 | 10.05% | Reducidas |
|
| 205 |
Egerton Capital (UK)
London,
United Kingdom
| USD 889 M | +USD 465 M | 2 | 7.95% | Aumentadas |
|
| 206 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 880 M | +USD 3.08 M | 5 | 13.2% | Aumentadas |
|
| 207 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 875 M | +USD 15.8 M | 4 | 4.61% | Aumentadas |
|
| 208 |
BNP Paribas Asset Management
Paris,
France
| USD 875 M | -USD 5.14 M | 14 | 7.4% | Reducidas |
|
| 209 |
Longview Partners
St Peter Port,
Guernsey
| USD 872 M | +USD 88.7 M | 1 | 4.71% | Aumentadas |
|
| 210 |
KeyBank National Association
Cleveland,
Ohio
| USD 864 M | -USD 8.72 M | 12 | 5.12% | Reducidas |
|
| 211 |
TCW Group
Los Angeles,
California
| USD 861 M | -USD 22.9 M | 9 | 6.84% | Reducidas |
|
| 212 |
Thomaspartners
Boston,
Massachusetts
| USD 861 M | +USD 56.4 M | 3 | 6.88% | Aumentadas |
|
| 213 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 859 M | +USD 32 M | 12 | 2.76% | Aumentadas |
|
| 214 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 856 M | -USD 65.1 M | 12 | 2.5% | Reducidas |
|
| 215 |
Two Sigma Advisers
New York
| USD 849 M | -USD 5.54 M | 17 | 2.41% | Reducidas |
|
| 216 |
Fayez Sarofim & Co
Houston,
Texas
| USD 842 M | +USD 45.1 M | 6 | 4.43% | Aumentadas |
|
| 217 |
USS Investment Management
London,
United Kingdom
| USD 839 M | +USD 7.46 M | 5 | 6.48% | Aumentadas |
|
| 218 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 835 M | -USD 11.9 M | 12 | 5.19% | Reducidas |
|
| 219 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 828 M | +USD 1.09 M | 17 | 7.7% | Aumentadas |
|
| 220 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 820 M | -USD 55.1 M | 11 | 6.64% | Reducidas |
|
| 221 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 819 M | -USD 12.4 M | 16 | 5.13% | Reducidas |
|
| 222 |
Fundsmith LLP
London,
United Kingdom
| USD 818 M | +USD 26 M | 1 | 7.92% | Aumentadas |
|
| 223 |
Calamos Advisors
Naperville,
Illinois
| USD 817 M | +USD 9.11 M | 13 | 6.32% | Aumentadas |
|
| 224 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 813 M | -USD 39.9 M | 10 | 4.38% | Reducidas |
|
| 225 |
ProShare Advisors
Bethesda,
Maryland
| USD 805 M | +USD 73.9 M | 12 | 7.4% | Aumentadas |
|