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 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 1372 M | +USD 715 M | 8 | 11.89% | Aumentadas |
|
| 302 |
Nissay Asset Management
Tokyo,
Japan
| USD 1367 M | +USD 188 M | 13 | 9.47% | Aumentadas |
|
| 303 |
Rafferty Asset Management
New York
| USD 1357 M | +USD 37.4 M | 16 | 5.06% | Aumentadas |
|
| 304 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1351 M | -USD 78.5 M | 3 | 19.62% | Reducidas |
|
| 305 |
Yacktman Asset Management
Austin,
Texas
| USD 1339 M | -USD 93.6 M | 3 | 12.04% | Reducidas |
|
| 306 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1338 M | -USD 97.8 M | 18 | 11.98% | Reducidas |
|
| 307 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1332 M | +USD 404 M | 4 | 19.8% | Aumentadas |
|
| 308 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1318 M | +USD 11.8 M | 24 | 5.07% | Aumentadas |
|
| 309 |
Bridgewater Associates
Westport,
Connecticut
| USD 1317 M | +USD 841 M | 8 | 6.66% | Aumentadas |
|
| 310 |
VanEck Associates
New York
| USD 1302 M | +USD 78.3 M | 12 | 1.97% | Aumentadas |
|
| 311 |
GuardCap Asset Management
London,
United Kingdom
| USD 1301 M | +USD 12.8 M | 3 | 15.95% | Aumentadas |
|
| 312 |
Alyeska Investment Group
Chicago,
Illinois
| USD 1295 M | +USD 380 M | 9 | 7.97% | Aumentadas |
|
| 313 |
Davenport & Co
Richmond,
Virginia
| USD 1258 M | +USD 2.52 M | 11 | 7.72% | Aumentadas |
|
| 314 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1258 M | -USD 26.1 M | 7 | 18.87% | Reducidas |
|
| 315 |
Everett Harris & Co
Los Angeles,
California
| USD 1252 M | -USD 10.2 M | 6 | 16.59% | Reducidas |
|
| 316 |
Champlain Investment Partners
Burlington,
Vermont
| USD 1251 M | -USD 235 M | 5 | 7.16% | Reducidas |
|
| 317 |
Squarepoint
New York
| USD 1244 M | -USD 96.4 M | 20 | 2.14% | Reducidas |
|
| 318 |
Credit Agricole
Montrouge Cedex,
France
| USD 1243 M | +USD 337 M | 17 | 13.36% | Aumentadas |
|
| 319 |
Mercer Global Advisors
Denver,
Colorado
| USD 1239 M | -USD 23.8 M | 19 | 3.52% | Reducidas |
|
| 320 |
PineStone Asset Management
Montreal,
Quebec, Canada
| USD 1233 M | -USD 844 M | 3 | 19.6% | Reducidas |
|
| 321 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1233 M | -USD 56.5 M | 2 | 16.38% | Reducidas |
|
| 322 |
Vontobel Holding
Zurich,
Switzerland
| USD 1230 M | +USD 25.7 M | 23 | 9.83% | Aumentadas |
|
| 323 |
SC US (TTGP)
Menlo Park,
California
| USD 1219 M | -USD 3.26 M | 1 | 9.01% | Reducidas |
|
| 324 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1216 M | +USD 36 M | 13 | 13.44% | Aumentadas |
|
| 325 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 1212 M | +USD 2.29 M | 19 | 14.17% | Aumentadas |
|