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 1795 M | +USD 14.7 M | 17 | 8.76% | Aumentadas |
|
| 202 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1770 M | -USD 188 M | 4 | 29.7% | Reducidas |
|
| 203 |
AP
Altarock Partners
West Palm Beach,
Florida
| USD 1764 M | +USD 98.4 M | 3 | 54.44% | Aumentadas |
|
| 204 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1756 M | -USD 351 M | 6 | 6.21% | Reducidas |
|
| 205 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1751 M | -USD 31.4 M | 17 | 11.48% | Reducidas |
|
| 206 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1738 M | +USD 186 M | 3 | 6.91% | Aumentadas |
|
| 207 |
Brown Brothers Harriman & Co
New York
| USD 1735 M | +USD 508 k | 19 | 14.84% | Aumentadas |
|
| 208 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1707 M | +USD 39.1 M | 11 | 16.89% | Aumentadas |
|
| 209 |
Longview Partners
St Peter Port,
Guernsey
| USD 1676 M | +USD 573 M | 3 | 12.81% | Aumentadas |
|
| 210 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 1674 M | -USD 269 M | 16 | 12.31% | Reducidas |
|
| 211 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1665 M | +USD 579 k | 9 | 12.77% | Aumentadas |
|
| 212 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1651 M | -USD 252 M | 3 | 16.15% | Reducidas |
|
| 213 |
Rockefeller Capital Management
New York
| USD 1623 M | +USD 134 M | 35 | 8.62% | Aumentadas |
|
| 214 |
Viking Global Investors
Stamford,
Connecticut
| USD 1622 M | -USD 141 M | 2 | 7.42% | Reducidas |
|
| 215 |
Osaic Holdings
Scottsdale,
Arizona
| USD 1581 M | +USD 197 M | 41 | 3.49% | Aumentadas |
|
| 216 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 1551 M | -USD 215 M | 23 | 10.07% | Reducidas |
|
| 217 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 1550 M | -USD 813 M | 28 | 7.07% | Reducidas |
|
| 218 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1529 M | +USD 70.2 M | 14 | 10.48% | Aumentadas |
|
| 219 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1525 M | +USD 48.2 M | 3 | 12.63% | Aumentadas |
|
| 220 |
Man Group
London,
United Kingdom
| USD 1523 M | -USD 1861 M | 0 | – | Cerradas |
|
| 221 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1519 M | -USD 221 M | 24 | 10.21% | Reducidas |
|
| 222 |
LSV Asset Management
Chicago,
Illinois
| USD 1499 M | -USD 160 M | 11 | 3.24% | Reducidas |
|
| 223 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| USD 1488 M | +USD 1511 M | 4 | 3.61% | Aumentadas |
|
| 224 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 1469 M | +USD 207 M | 9 | 20.56% | Aumentadas |
|
| 225 |
AIG
American International Group
New York
| USD 1460 M | -USD 29.7 M | 26 | 9.88% | Reducidas |
|