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 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1097 M | +USD 25.7 M | 17 | 9.79% | Aumentadas |
|
| 202 |
KeyBank National Association
Cleveland,
Ohio
| USD 1083 M | +USD 17.5 M | 12 | 6.32% | Aumentadas |
|
| 203 |
PointState Capital
New York
| USD 1075 M | +USD 130 M | 5 | 12.16% | Aumentadas |
|
| 204 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1061 M | +USD 240 M | 5 | 5.96% | Aumentadas |
|
| 205 |
Findlay Park Partners
London,
United Kingdom
| USD 1053 M | -USD 64 M | 2 | 10.11% | Reducidas |
|
| 206 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1045 M | +USD 376 M | 7 | 29.87% | Aumentadas |
|
| 207 |
Two Sigma Investments
New York
| USD 1044 M | +USD 292 M | 18 | 3.11% | Aumentadas |
|
| 208 |
Yacktman Asset Management
Austin,
Texas
| USD 1042 M | -USD 170 M | 2 | 12.95% | Reducidas |
|
| 209 |
Man Group
London,
United Kingdom
| USD 1041 M | -USD 42.9 M | 19 | 4.28% | Reducidas |
|
| 210 |
Pzena Investment Management
New York
| USD 1032 M | -USD 43.2 M | 3 | 5.19% | Reducidas |
|
| 211 |
Fayez Sarofim & Co
Houston,
Texas
| USD 1029 M | +USD 24.4 M | 6 | 5.54% | Aumentadas |
|
| 212 |
Calamos Advisors
Naperville,
Illinois
| USD 1025 M | +USD 4.34 M | 10 | 6.26% | Aumentadas |
|
| 213 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 1021 M | -USD 2062 M | 23 | 0.35% | Reducidas |
|
| 214 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 1021 M | +USD 75 M | 6 | 13.57% | Aumentadas |
|
| 215 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1009 M | +USD 615 M | 15 | 10.43% | Aumentadas |
|
| 216 |
Jane Street
New York
| USD 1004 M | +USD 263 M | 18 | 2.36% | Aumentadas |
|
| 217 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 999 M | +USD 54.7 M | 17 | 5.59% | Aumentadas |
|
| 218 |
BNP Paribas Asset Management
Paris,
France
| USD 996 M | -USD 44.8 M | 14 | 8.34% | Reducidas |
|
| 219 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 992 M | +USD 7.03 M | 6 | 10.64% | Aumentadas |
|
| 220 |
Parnassus Investments
San Francisco,
California
| USD 981 M | -USD 143 M | 3 | 3.91% | Reducidas |
|
| 221 |
Charles Schwab Investment Advisory
San Francisco,
California
| USD 970 M | +USD 988 M | 3 | 1.78% | Nuevas |
|
| 222 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 968 M | -USD 71.2 M | 5 | 13% | Reducidas |
|
| 223 |
Third Point
New York
| USD 964 M | -USD 432 M | 2 | 6.72% | Reducidas |
|
| 224 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 962 M | -USD 151 M | 4 | 4.94% | Reducidas |
|
| 225 |
LSV Asset Management
Chicago,
Illinois
| USD 945 M | +USD 125 M | 9 | 1.48% | Aumentadas |
|