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 |
KeyBank National Association
Cleveland,
Ohio
| USD 1002 M | -USD 6.5 M | 12 | 6.55% | Reducidas |
|
| 202 |
Generation Investment Management
London,
United Kingdom
| USD 1001 M | +USD 58.1 M | 3 | 8.39% | Aumentadas |
|
| 203 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 997 M | +USD 173 M | 4 | 12.9% | Aumentadas |
|
| 204 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 991 M | +USD 28.5 M | 6 | 12.72% | Aumentadas |
|
| 205 |
Nomura Asset Management
Tokyo,
Japan
| USD 986 M | -USD 70.6 M | 13 | 11.02% | Reducidas |
|
| 206 |
Findlay Park Partners
London,
United Kingdom
| USD 985 M | +USD 524 k | 2 | 9.35% | Aumentadas |
|
| 207 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 975 M | +USD 13.8 M | 18 | 9.81% | Aumentadas |
|
| 208 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 973 M | +USD 7.39 M | 5 | 13.76% | Aumentadas |
|
| 209 |
Man Group
London,
United Kingdom
| USD 971 M | -USD 156 M | 17 | 4.32% | Reducidas |
|
| 210 |
D1 Capital Partners
New York
| USD 967 M | +USD 1043 M | 3 | 18.56% | Nuevas |
|
| 211 |
Natixis
Paris,
France
| USD 965 M | -USD 473 M | 11 | 7.95% | Reducidas |
|
| 212 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 963 M | +USD 116 M | 12 | 8.59% | Aumentadas |
|
| 213 |
Mackay Shields LLC
New York
| USD 958 M | +USD 241 M | 15 | 7.78% | Aumentadas |
|
| 214 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 958 M | +USD 16.3 M | 8 | 6.19% | Aumentadas |
|
| 215 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 956 M | -USD 1296 M | 16 | 0.38% | Reducidas |
|
| 216 |
Pzena Investment Management
New York
| USD 950 M | -USD 53.3 M | 3 | 5.55% | Reducidas |
|
| 217 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 945 M | -USD 16.2 M | 18 | 5.74% | Reducidas |
|
| 218 |
Charles Schwab Investment Advisory
San Francisco,
California
| USD 934 M | +USD 5.34 M | 3 | 1.77% | Aumentadas |
|
| 219 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 926 M | -USD 716 M | 18 | 4.52% | Reducidas |
|
| 220 |
CIBC World Markets
New York
| USD 923 M | +USD 73 M | 10 | 8.59% | Aumentadas |
|
| 221 |
AustralianSuper
Melbourne,
Australia
| USD 905 M | +USD 278 M | 5 | 14.07% | Aumentadas |
|
| 222 |
Farallon Capital Management
San Francisco,
California
| USD 888 M | +USD 306 M | 3 | 6.51% | Aumentadas |
|
| 223 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 873 M | +USD 1.06 M | 16 | 4.6% | Aumentadas |
|
| 224 |
Meritage Group
San Francisco,
California
| USD 870 M | +USD 271 M | 4 | 20.57% | Aumentadas |
|
| 225 |
Longview Partners
St Peter Port,
Guernsey
| USD 861 M | -USD 17.1 M | 1 | 4.58% | Reducidas |
|