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 |
Two Sigma Advisers
New York
| USD 1050 M | +USD 264 M | 18 | 2.85% | Aumentadas |
|
| 202 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1043 M | -USD 19.2 M | 6 | 10.8% | Reducidas |
|
| 203 |
Findlay Park Partners
London,
United Kingdom
| USD 1035 M | +USD 128 M | 2 | 10.3% | Aumentadas |
|
| 204 |
Man Group
London,
United Kingdom
| USD 1030 M | +USD 1064 M | 18 | 4.72% | Nuevas |
|
| 205 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 1030 M | +USD 13.7 M | 4 | 5.27% | Aumentadas |
|
| 206 |
Marshall Wace North America
New York
| USD 1011 M | +USD 172 M | 14 | 5.06% | Aumentadas |
|
| 207 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 997 M | +USD 42.8 M | 13 | 8.03% | Aumentadas |
|
| 208 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 997 M | -USD 73.3 M | 5 | 13.01% | Reducidas |
|
| 209 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 992 M | -USD 47 M | 17 | 9% | Reducidas |
|
| 210 |
KeyBank National Association
Cleveland,
Ohio
| USD 989 M | -USD 3.42 M | 12 | 5.84% | Reducidas |
|
| 211 |
Melvin Capital Management
New York
| USD 986 M | +USD 27.5 M | 4 | 9.44% | Aumentadas |
|
| 212 |
Millennium Management
New York
| USD 976 M | -USD 51.7 M | 23 | 1.3% | Reducidas |
|
| 213 |
Thomaspartners
Boston,
Massachusetts
| USD 973 M | +USD 16.1 M | 3 | 7.13% | Aumentadas |
|
| 214 |
BNP Paribas Asset Management
Paris,
France
| USD 969 M | +USD 538 k | 14 | 8.16% | Aumentadas |
|
| 215 |
Glenview Capital Management
New York
| USD 946 M | -USD 268 M | 2 | 5.53% | Reducidas |
|
| 216 |
Calamos Advisors
Naperville,
Illinois
| USD 932 M | -USD 19.8 M | 11 | 6.06% | Reducidas |
|
| 217 |
Fayez Sarofim & Co
Houston,
Texas
| USD 929 M | +USD 271 k | 6 | 5.03% | Aumentadas |
|
| 218 |
Carmignac Gestion
Paris,
France
| USD 929 M | -USD 172 M | 2 | 6.51% | Reducidas |
|
| 219 |
Longview Partners
St Peter Port,
Guernsey
| USD 909 M | +USD 3.17 M | 1 | 4.76% | Aumentadas |
|
| 220 |
Natixis Advisors
Boston,
Massachusetts
| USD 903 M | -USD 23.4 M | 12 | 8.92% | Reducidas |
|
| 221 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 903 M | +USD 25.7 M | 6 | 9.89% | Aumentadas |
|
| 222 |
LSV Asset Management
Chicago,
Illinois
| USD 901 M | +USD 4.8 M | 9 | 1.43% | Aumentadas |
|
| 223 |
KBC Group
Brussels,
Belgium
| USD 899 M | -USD 130 M | 15 | 8.31% | Reducidas |
|
| 224 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 897 M | +USD 157 M | 6 | 13.09% | Aumentadas |
|
| 225 |
PointState Capital
New York
| USD 884 M | +USD 94.8 M | 5 | 9.62% | Aumentadas |
|