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 1783 M | -USD 32.2 M | 16 | 8.49% | Reducidas |
|
| 202 |
Polar Capital Holdings
London,
United Kingdom
| USD 1750 M | -USD 124 M | 10 | 11.36% | Reducidas |
|
| 203 |
Aristotle Capital Management
Los Angeles,
California
| USD 1748 M | -USD 259 M | 1 | 3.66% | Reducidas |
|
| 204 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 1737 M | +USD 100 M | 22 | 10.04% | Aumentadas |
|
| 205 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1732 M | -USD 437 M | 3 | 6.68% | Reducidas |
|
| 206 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 1722 M | +USD 13.7 M | 10 | 16.7% | Aumentadas |
|
| 207 |
Calamos Advisors
Naperville,
Illinois
| USD 1721 M | -USD 134 M | 10 | 8.4% | Reducidas |
|
| 208 |
Soroban Capital Partners
New York
| USD 1719 M | -USD 260 M | 3 | 23.59% | Reducidas |
|
| 209 |
Brown Brothers Harriman & Co
New York
| USD 1699 M | +USD 17.7 M | 21 | 14.23% | Aumentadas |
|
| 210 |
Man Group
London,
United Kingdom
| USD 1696 M | -USD 1317 M | 0 | – | Cerradas |
|
| 211 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1645 M | -USD 25.9 M | 21 | 10.4% | Reducidas |
|
| 212 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1614 M | -USD 30.2 M | 8 | 12.16% | Reducidas |
|
| 213 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1600 M | +USD 65.7 M | 3 | 20.25% | Aumentadas |
|
| 214 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 1589 M | +USD 40 M | 14 | 11.1% | Aumentadas |
|
| 215 |
Edgewood Management
Greenwich,
Connecticut
| USD 1586 M | -USD 635 M | 2 | 5.08% | Reducidas |
|
| 216 |
M&T Bank
Buffalo,
New York
| USD 1578 M | -USD 6.83 M | 21 | 6.11% | Reducidas |
|
| 217 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1554 M | -USD 446 M | 3 | 21.28% | Reducidas |
|
| 218 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 1526 M | +USD 22.3 M | 3 | 15.78% | Aumentadas |
|
| 219 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1516 M | -USD 110 M | 3 | 11.95% | Reducidas |
|
| 220 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| USD 1500 M | USD 0 | 4 | 4.22% | Mantenido |
|
| 221 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 1482 M | -USD 10.8 M | 14 | 9.74% | Reducidas |
|
| 222 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 1473 M | -USD 133 M | 14 | 10.22% | Reducidas |
|
| 223 |
Boston Partners
Boston,
Massachusetts
| USD 1457 M | +USD 146 M | 7 | 2% | Aumentadas |
|
| 224 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 1456 M | +USD 42.4 M | 25 | 3.66% | Aumentadas |
|
| 225 |
American International Group
New York
| USD 1456 M | +USD 1.88 M | 25 | 9.56% | Aumentadas |
|