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 |
USS Investment Management
London,
United Kingdom
| USD 1966 M | -USD 41.2 M | 15 | 18.95% | Reducidas |
|
| 202 |
First Manhattan
New York
| USD 1960 M | -USD 60.6 M | 14 | 10.1% | Reducidas |
|
| 203 |
American International Group
New York
| USD 1947 M | -USD 88.9 M | 22 | 9.33% | Reducidas |
|
| 204 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 1938 M | -USD 321 M | 12 | 13.79% | Reducidas |
|
| 205 |
AMP Capital Investors
Sydney,
Australia
| USD 1926 M | -USD 143 M | 17 | 11.4% | Reducidas |
|
| 206 |
Prudential plc
London, England,
United Kingdom
| USD 1910 M | -USD 362 M | 13 | 9.51% | Reducidas |
|
| 207 |
Nomura Asset Management
Tokyo,
Japan
| USD 1897 M | -USD 58.9 M | 15 | 14.56% | Reducidas |
|
| 208 |
Brown Brothers Harriman & Co
New York
| USD 1869 M | +USD 38.5 M | 14 | 13.41% | Aumentadas |
|
| 209 |
SCGE Management
Menlo Park,
California
| USD 1821 M | +USD 202 M | 6 | 28.37% | Aumentadas |
|
| 210 |
D1 Capital Partners
New York
| USD 1807 M | -USD 206 M | 4 | 10.58% | Reducidas |
|
| 211 |
Epoch Investment Partners
New York
| USD 1799 M | -USD 201 M | 6 | 8.97% | Reducidas |
|
| 212 |
Point72 Asset Management
Stamford,
Connecticut
| USD 1763 M | +USD 443 M | 15 | 9.03% | Aumentadas |
|
| 213 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 1758 M | +USD 225 M | 14 | 17.17% | Aumentadas |
|
| 214 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1745 M | +USD 11.1 M | 18 | 13.18% | Aumentadas |
|
| 215 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1710 M | -USD 291 M | 5 | 7.76% | Reducidas |
|
| 216 |
KeyBank National Association
Cleveland,
Ohio
| USD 1707 M | -USD 9.28 M | 15 | 9.24% | Reducidas |
|
| 217 |
William Blair Investment Management
Chicago,
Illinois
| USD 1702 M | -USD 112 M | 9 | 6.63% | Reducidas |
|
| 218 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1683 M | -USD 9.39 M | 9 | 5.37% | Reducidas |
|
| 219 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 1653 M | +USD 37.7 M | 24 | 5.65% | Aumentadas |
|
| 220 |
Skye Global Management
West Palm Beach,
Florida
| USD 1650 M | +USD 619 M | 4 | 42.54% | Aumentadas |
|
| 221 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1646 M | -USD 10.6 M | 20 | 9.09% | Reducidas |
|
| 222 |
Natixis Advisors
Boston,
Massachusetts
| USD 1629 M | -USD 58.8 M | 14 | 10.25% | Reducidas |
|
| 223 |
Third Point
New York
| USD 1619 M | +USD 354 M | 3 | 16.19% | Aumentadas |
|
| 224 |
Genesis Investment Management
London,
United Kingdom
| USD 1557 M | -USD 70 M | 2 | 45.2% | Reducidas |
|
| 225 |
Generation Investment Management
London,
United Kingdom
| USD 1548 M | -USD 595 M | 4 | 8.22% | Reducidas |
|