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 | |
|---|---|---|---|---|---|---|---|
| 301 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 571 M | +USD 55.3 M | 1 | 35.1% | Aumentadas |
|
| 302 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 565 M | -USD 43.1 M | 4 | 15.63% | Reducidas |
|
| 303 |
Capital Guardian Trust
Los Angeles,
California
| USD 558 M | +USD 17 M | 8 | 7.42% | Aumentadas |
|
| 304 |
Xact Kapitalforvaltning
Stockholm,
Sweden
| USD 558 M | +USD 17.4 M | 17 | 12.57% | Aumentadas |
|
| 305 |
Boston Trust Walden
Boston,
Massachusetts
| USD 545 M | +USD 11.7 M | 9 | 7.42% | Aumentadas |
|
| 306 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 544 M | -USD 34.4 M | 12 | 6.47% | Reducidas |
|
| 307 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 544 M | +USD 11.5 M | 12 | 11.2% | Aumentadas |
|
| 308 |
Commerce Bank
Kansas City,
Missouri
| USD 542 M | +USD 5.94 M | 13 | 6.42% | Aumentadas |
|
| 309 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 541 M | +USD 8.18 M | 9 | 6.28% | Aumentadas |
|
| 310 |
MUFG Securities EMEA
London,
United Kingdom
| USD 538 M | -USD 251 M | 7 | 6.23% | Reducidas |
|
| 311 |
Select Equity Group
New York
| USD 535 M | -USD 40.4 M | 2 | 3.62% | Reducidas |
|
| 312 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 533 M | +USD 9.13 M | 16 | 4.38% | Aumentadas |
|
| 313 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 531 M | -USD 86.4 M | 16 | 8.77% | Reducidas |
|
| 314 |
Westpac Banking Corp
Sydney,
Australia
| USD 530 M | -USD 17.1 M | 12 | 8.75% | Reducidas |
|
| 315 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 530 M | +USD 28.9 M | 6 | 6.43% | Aumentadas |
|
| 316 |
Castle Hook Partners
New York
| USD 527 M | +USD 331 M | 6 | 26.5% | Aumentadas |
|
| 317 |
Texas Permanent School Fund
Austin,
Texas
| USD 526 M | -USD 18 M | 12 | 8.37% | Reducidas |
|
| 318 |
Atalanta Sosnoff Capital
New York
| USD 521 M | +USD 8.29 M | 5 | 16.29% | Aumentadas |
|
| 319 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 520 M | +USD 1.11 M | 7 | 4.77% | Aumentadas |
|
| 320 |
Tybourne Capital Management
Hong Kong
| USD 519 M | +USD 177 M | 2 | 20.18% | Aumentadas |
|
| 321 |
Employees Retirement System of Texas
Austin,
Texas
| USD 517 M | -USD 9.7 M | 12 | 7.79% | Reducidas |
|
| 322 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 516 M | +USD 57.9 M | 13 | 7.84% | Aumentadas |
|
| 323 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 515 M | -USD 61 M | 14 | 7.3% | Reducidas |
|
| 324 |
EP
Elkfork Partners
Portland,
Oregon
| USD 514 M | +USD 23.8 M | 14 | 12.89% | Aumentadas |
|
| 325 |
HL Financial Services
Louisville,
Kentucky
| USD 513 M | -USD 15.4 M | 8 | 7.9% | Reducidas |
|