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 |
Calamos Advisors
Naperville,
Illinois
| USD 1571 M | -USD 145 M | 11 | 7.37% | Reducidas |
|
| 202 |
Rockefeller Capital Management
New York
| USD 1550 M | -USD 53.8 M | 33 | 7.79% | Reducidas |
|
| 203 |
Alkeon Capital Management
New York
| USD 1538 M | -USD 221 M | 5 | 5.94% | Reducidas |
|
| 204 |
KeyBank National Association
Cleveland,
Ohio
| USD 1531 M | -USD 52.2 M | 16 | 7.52% | Reducidas |
|
| 205 |
Osaic Holdings
Scottsdale,
Arizona
| USD 1507 M | +USD 108 M | 41 | 3.05% | Aumentadas |
|
| 206 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1479 M | +USD 458 M | 2 | 35.75% | Aumentadas |
|
| 207 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1472 M | +USD 45.3 M | 14 | 9.93% | Aumentadas |
|
| 208 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1471 M | +USD 20.2 M | 4 | 24.47% | Aumentadas |
|
| 209 |
Citadel Advisors
Miami,
Florida
| USD 1454 M | -USD 607 M | 45 | 0.34% | Reducidas |
|
| 210 |
ING Group
Amsterdam,
Netherlands
| USD 1450 M | +USD 756 M | 10 | 14.55% | Aumentadas |
|
| 211 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1428 M | +USD 39.5 M | 10 | 14.89% | Aumentadas |
|
| 212 |
Brown Brothers Harriman & Co
New York
| USD 1425 M | -USD 113 M | 19 | 12.47% | Reducidas |
|
| 213 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1423 M | +USD 553 M | 18 | 3.68% | Aumentadas |
|
| 214 |
Natixis
Paris,
France
| USD 1423 M | -USD 319 M | 15 | 7.98% | Reducidas |
|
| 215 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1419 M | -USD 16.7 M | 8 | 11% | Reducidas |
|
| 216 |
Mariner
Overland Park,
Kansas
| USD 1417 M | +USD 225 M | 25 | 4.55% | Aumentadas |
|
| 217 |
Independent Franchise Partners
London,
United Kingdom
| USD 1417 M | -USD 25.6 M | 3 | 13.89% | Reducidas |
|
| 218 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1408 M | -USD 83.1 M | 19 | 9.23% | Reducidas |
|
| 219 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1401 M | +USD 71.6 M | 3 | 10.96% | Aumentadas |
|
| 220 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 1386 M | -USD 12.7 M | 22 | 8.7% | Reducidas |
|
| 221 |
Point72 Asset Management
Stamford,
Connecticut
| USD 1360 M | +USD 456 M | 13 | 4.62% | Aumentadas |
|
| 222 |
M&T Bank
Buffalo,
New York
| USD 1346 M | +USD 62.7 M | 21 | 5.41% | Aumentadas |
|
| 223 |
Coatue Management
New York
| USD 1334 M | +USD 846 M | 7 | 14.97% | Aumentadas |
|
| 224 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 1323 M | -USD 188 M | 14 | 9.92% | Reducidas |
|
| 225 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1314 M | -USD 1090 M | 2 | 11.31% | Reducidas |
|