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 |
GuardCap Asset Management
London,
United Kingdom
| USD 1176 M | -USD 20.8 M | 3 | 15.16% | Reducidas |
|
| 302 |
Rafferty Asset Management
New York
| USD 1175 M | +USD 137 M | 16 | 4.95% | Aumentadas |
|
| 303 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1163 M | -USD 105 M | 2 | 16.8% | Reducidas |
|
| 304 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1156 M | +USD 7.56 M | 24 | 4.92% | Aumentadas |
|
| 305 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1156 M | +USD 77 M | 15 | 13.68% | Aumentadas |
|
| 306 |
Cantillon Capital Management
New York
| USD 1151 M | -USD 26.6 M | 2 | 7.69% | Reducidas |
|
| 307 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1148 M | +USD 1082 M | 7 | 18.29% | Nuevas |
|
| 308 |
Mercer Global Advisors
Denver,
Colorado
| USD 1144 M | +USD 266 M | 19 | 3.44% | Aumentadas |
|
| 309 |
H&H International Investment
Palo Alto,
California
| USD 1142 M | +USD 153 M | 2 | 7.9% | Aumentadas |
|
| 310 |
Everett Harris & Co
Los Angeles,
California
| USD 1132 M | -USD 3.87 M | 6 | 16.2% | Reducidas |
|
| 311 |
Swiss Life Asset Management
Zurich,
| USD 1126 M | +USD 248 M | 13 | 13.53% | Aumentadas |
|
| 312 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 1116 M | +USD 85 M | 14 | 20.73% | Aumentadas |
|
| 313 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 1115 M | USD 0 | 1 | 11.47% | Mantenido |
|
| 314 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 1109 M | +USD 266 M | 4 | 46.02% | Aumentadas |
|
| 315 |
Boston Trust Walden
Boston,
Massachusetts
| USD 1108 M | +USD 2.12 M | 9 | 8.36% | Aumentadas |
|
| 316 |
Davenport & Co
Richmond,
Virginia
| USD 1107 M | +USD 9.9 M | 10 | 7.52% | Aumentadas |
|
| 317 |
VanEck Associates
New York
| USD 1097 M | +USD 55.2 M | 14 | 2% | Aumentadas |
|
| 318 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 1094 M | -USD 49.4 M | 4 | 11.14% | Reducidas |
|
| 319 |
Voloridge Investment Management
Jupiter,
Florida
| USD 1091 M | +USD 547 M | 19 | 4.3% | Aumentadas |
|
| 320 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 1089 M | -USD 13.7 M | 3 | 22.32% | Reducidas |
|
| 321 |
Vontobel Holding
Zurich,
Switzerland
| USD 1081 M | +USD 26.5 M | 23 | 9.06% | Aumentadas |
|
| 322 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 1076 M | -USD 2.39 M | 19 | 13.7% | Reducidas |
|
| 323 |
Czech National Bank
Prague,
Czech Republic
| USD 1065 M | +USD 495 k | 9 | 15.19% | Aumentadas |
|
| 324 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1065 M | -USD 332 M | 3 | 3.79% | Reducidas |
|
| 325 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1052 M | -USD 79.1 M | 13 | 13.16% | Reducidas |
|