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 | |
|---|---|---|---|---|---|---|---|
| 251 |
Clear Street
New York
| USD 1914 M | +USD 167 M | 6 | 21.73% | Aumentadas |
|
| 252 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 1912 M | +USD 55.4 M | 10 | 10.24% | Aumentadas |
|
| 253 |
Comerica Bank
Dallas,
Texas
| USD 1907 M | -USD 20.1 M | 24 | 7.54% | Reducidas |
|
| 254 |
Wellcome Trust
London,
United Kingdom
| USD 1906 M | -USD 33.5 M | 4 | 23.21% | Reducidas |
|
| 255 |
Renaissance Technologies
New York
| USD 1900 M | +USD 543 M | 27 | 2.86% | Aumentadas |
|
| 256 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 1891 M | +USD 73.6 M | 4 | 33.44% | Aumentadas |
|
| 257 |
Citadel Advisors
Miami,
Florida
| USD 1885 M | -USD 1447 M | 36 | 0.36% | Reducidas |
|
| 258 |
Daiwa Securities Group
Tokyo,
Japan
| USD 1879 M | +USD 91.9 M | 20 | 8.68% | Aumentadas |
|
| 259 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 1868 M | +USD 87.8 M | 16 | 18.57% | Aumentadas |
|
| 260 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 1863 M | USD 0 | 1 | 0.7% | Mantenido |
|
| 261 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1863 M | -USD 190 M | 3 | 19.34% | Reducidas |
|
| 262 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 1862 M | +USD 52.5 M | 27 | 1.65% | Aumentadas |
|
| 263 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1858 M | -USD 48.5 M | 3 | 18.75% | Reducidas |
|
| 264 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1850 M | -USD 290 M | 6 | 5.89% | Reducidas |
|
| 265 |
Viking Global Investors
Stamford,
Connecticut
| USD 1847 M | -USD 848 M | 3 | 6.73% | Reducidas |
|
| 266 |
TCW Group
Los Angeles,
California
| USD 1825 M | +USD 72 M | 9 | 15.96% | Aumentadas |
|
| 267 |
Aristotle Capital Management
Los Angeles,
California
| USD 1819 M | -USD 220 M | 3 | 3.31% | Reducidas |
|
| 268 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1787 M | -USD 133 M | 15 | 10.72% | Reducidas |
|
| 269 |
PineBridge Investments
New York
| USD 1773 M | -USD 207 M | 18 | 13.3% | Reducidas |
|
| 270 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1767 M | +USD 48.4 M | 13 | 15.77% | Aumentadas |
|
| 271 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| USD 1753 M | -USD 39.8 M | 5 | 9.8% | Reducidas |
|
| 272 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 1751 M | -USD 205 M | 7 | 26.73% | Reducidas |
|
| 273 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 1748 M | -USD 10.9 M | 6 | 16.44% | Reducidas |
|
| 274 |
Xponance
Philadelphia,
Pennsylvania
| USD 1745 M | +USD 10.9 M | 19 | 16.84% | Aumentadas |
|
| 275 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 1742 M | -USD 267 M | 6 | 14.77% | Reducidas |
|