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 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 2265 M | +USD 43.3 M | 19 | 5.92% | Aumentadas |
|
| 252 |
Första AP-fonden
Stockholm,
Sweden
| USD 2240 M | +USD 39.7 M | 15 | 14.72% | Aumentadas |
|
| 253 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 2212 M | -USD 46.9 M | 8 | 17.09% | Reducidas |
|
| 254 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 2194 M | USD 0 | 1 | 0.85% | Mantenido |
|
| 255 |
Commerce Bank
Kansas City,
Missouri
| USD 2185 M | -USD 36.7 M | 17 | 12.9% | Reducidas |
|
| 256 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 2184 M | +USD 9.7 M | 15 | 15.2% | Aumentadas |
|
| 257 |
Union Bancaire Privee
Geneva 1,
Switzerland
| USD 2171 M | -USD 35.8 M | 12 | 31.54% | Reducidas |
|
| 258 |
Comerica Bank
Dallas,
Texas
| USD 2137 M | +USD 5.71 M | 24 | 8.3% | Aumentadas |
|
| 259 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 2134 M | -USD 304 M | 15 | 8.37% | Reducidas |
|
| 260 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 2132 M | +USD 58.5 M | 16 | 31.08% | Aumentadas |
|
| 261 |
Wellcome Trust
London,
United Kingdom
| USD 2107 M | USD 0 | 4 | 24.31% | Mantenido |
|
| 262 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 2101 M | +USD 112 M | 17 | 8.98% | Aumentadas |
|
| 263 |
WorldQuant Millennium Advisors
New York
| USD 2098 M | +USD 306 M | 12 | 10.42% | Aumentadas |
|
| 264 |
Sarasin & Partners
London,
United Kingdom
| USD 2055 M | -USD 17.5 M | 4 | 20.46% | Reducidas |
|
| 265 |
Glenmede Investment Management
Philadelphia,
Pennsylvania
| USD 2054 M | +USD 1791 M | 16 | 10.39% | Nuevas |
|
| 266 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 2049 M | +USD 122 M | 14 | 10.84% | Aumentadas |
|
| 267 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 2040 M | +USD 5.42 M | 16 | 19.51% | Aumentadas |
|
| 268 |
Skye Global Management
West Palm Beach,
Florida
| USD 2036 M | +USD 144 M | 2 | 35.43% | Aumentadas |
|
| 269 |
Czech National Bank
Prague,
Czech Republic
| USD 2033 M | +USD 108 M | 9 | 15.84% | Aumentadas |
|
| 270 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 2027 M | +USD 88.9 M | 2 | 14.43% | Aumentadas |
|
| 271 |
TCW Group
Los Angeles,
California
| USD 2025 M | -USD 2.9 M | 9 | 15.86% | Reducidas |
|
| 272 |
Xponance
Philadelphia,
Pennsylvania
| USD 2023 M | -USD 16.9 M | 19 | 16.9% | Reducidas |
|
| 273 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1999 M | -USD 11 M | 13 | 17.67% | Reducidas |
|
| 274 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 1948 M | +USD 15.8 M | 16 | 13.44% | Aumentadas |
|
| 275 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1941 M | -USD 396 M | 5 | 30.1% | Reducidas |
|