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 | |
|---|---|---|---|---|---|---|---|
| 276 |
TCW Group
Los Angeles,
California
| USD 2273 M | +USD 168 M | 19 | 16.28% | Aumentadas |
|
| 277 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 2263 M | +USD 2266 M | 18 | 10.73% | Nuevas |
|
| 278 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 2253 M | +USD 20.2 M | 12 | 8.7% | Aumentadas |
|
| 279 |
Capstone Investment Advisors
New York
| USD 2245 M | -USD 462 M | 16 | 4.39% | Reducidas |
|
| 280 |
Nissay Asset Management
Tokyo,
Japan
| USD 2240 M | +USD 48 M | 16 | 11.65% | Aumentadas |
|
| 281 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 2231 M | -USD 70.3 M | 16 | 19.46% | Reducidas |
|
| 282 |
USS Investment Management
London,
United Kingdom
| USD 2205 M | +USD 25 M | 12 | 10.25% | Aumentadas |
|
| 283 |
PineBridge Investments
New York
| USD 2186 M | -USD 115 M | 17 | 16.11% | Reducidas |
|
| 284 |
Comerica Bank
Dallas,
Texas
| USD 2173 M | -USD 206 M | 25 | 8.67% | Reducidas |
|
| 285 |
Fundsmith LLP
London,
United Kingdom
| USD 2172 M | -USD 966 M | 3 | 12.69% | Reducidas |
|
| 286 |
London & Capital Asset Management
London,
United Kingdom
| USD 2129 M | +USD 1718 M | 8 | 22.03% | Aumentadas |
|
| 287 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 2119 M | +USD 48.7 M | 29 | 8.1% | Aumentadas |
|
| 288 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 2114 M | -USD 375 M | 9 | 14.67% | Reducidas |
|
| 289 |
NewEdge Advisors
New Orleans,
Louisiana
| USD 2107 M | +USD 666 M | 29 | 7.65% | Aumentadas |
|
| 290 |
MML Investors Services
Springfield,
Massachusetts
| USD 2101 M | +USD 103 M | 21 | 5.12% | Aumentadas |
|
| 291 |
Cantillon Capital Management
New York
| USD 2097 M | +USD 15.3 M | 3 | 11.34% | Aumentadas |
|
| 292 |
IEQ Capital
Foster City,
California
| USD 2089 M | +USD 75.9 M | 26 | 6.25% | Aumentadas |
|
| 293 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 2086 M | +USD 73.4 M | 17 | 14.86% | Aumentadas |
|
| 294 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 2079 M | +USD 2.95 M | 6 | 20.01% | Aumentadas |
|
| 295 |
Amalgamated Bank
New York
| USD 2066 M | -USD 80.8 M | 28 | 14.91% | Reducidas |
|
| 296 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 2062 M | +USD 31.7 M | 6 | 30.55% | Aumentadas |
|
| 297 |
Appaloosa LP
Short Hills,
New Jersey
| USD 2059 M | -USD 154 M | 4 | 29.73% | Reducidas |
|
| 298 |
Rokos Capital Management (UK)
London,
United Kingdom
| USD 2055 M | -USD 600 M | 7 | 8.01% | Reducidas |
|
| 299 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 2054 M | -USD 78.6 M | 16 | 22.33% | Reducidas |
|
| 300 |
Woodline Partners
San Francisco,
California
| USD 2039 M | +USD 349 M | 18 | 7.9% | Aumentadas |
|