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 |
Bridgewater Associates
Westport,
Connecticut
| USD 1448 M | -USD 334 M | 12 | 8.2% | Reducidas |
|
| 302 |
H&H International Investment
Palo Alto,
California
| USD 1425 M | -USD 63.8 M | 2 | 8.61% | Reducidas |
|
| 303 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1419 M | +USD 36.3 M | 24 | 4.83% | Aumentadas |
|
| 304 |
WorldQuant Millennium Advisors
New York
| USD 1406 M | +USD 220 M | 11 | 10.29% | Aumentadas |
|
| 305 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1395 M | -USD 36.4 M | 8 | 15.38% | Reducidas |
|
| 306 |
AssetMark Inc
Concord,
California
| USD 1359 M | +USD 72.6 M | 20 | 3.89% | Aumentadas |
|
| 307 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1341 M | +USD 1320 M | 14 | 13.68% | Nuevas |
|
| 308 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1300 M | -USD 51.4 M | 18 | 11.34% | Reducidas |
|
| 309 |
Everett Harris & Co
Los Angeles,
California
| USD 1288 M | -USD 9.9 M | 6 | 15.97% | Reducidas |
|
| 310 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 1277 M | -USD 25.7 M | 2 | 15.88% | Reducidas |
|
| 311 |
LBP AM
Paris,
France
| USD 1273 M | +USD 850 M | 14 | 19.15% | Aumentadas |
|
| 312 |
Waverton Investment Management
London,
United Kingdom
| USD 1256 M | +USD 63.2 M | 5 | 20.63% | Aumentadas |
|
| 313 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1255 M | -USD 226 M | 13 | 12.55% | Reducidas |
|
| 314 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1254 M | +USD 15.1 M | 7 | 17.09% | Aumentadas |
|
| 315 |
USS Investment Management
London,
United Kingdom
| USD 1254 M | +USD 1.96 M | 12 | 9.13% | Aumentadas |
|
| 316 |
MML Investors Services
Springfield,
Massachusetts
| USD 1245 M | +USD 58.5 M | 19 | 4.54% | Aumentadas |
|
| 317 |
Comgest Global Investors
Paris,
France
| USD 1243 M | +USD 52.5 M | 4 | 17.79% | Aumentadas |
|
| 318 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 1233 M | +USD 46.2 M | 28 | 6.09% | Aumentadas |
|
| 319 |
Unisphere Establishment
Vaduz,
Liechtenstein
| USD 1232 M | -USD 11.8 M | 4 | 11.67% | Reducidas |
|
| 320 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 1222 M | +USD 5.98 M | 19 | 13.79% | Aumentadas |
|
| 321 |
Holocene Advisors
New York
| USD 1217 M | -USD 335 M | 11 | 4.91% | Reducidas |
|
| 322 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 1206 M | -USD 171 M | 8 | 9.55% | Reducidas |
|
| 323 |
Swiss Life Asset Management
Zurich,
| USD 1206 M | -USD 67.5 M | 14 | 13.71% | Reducidas |
|
| 324 |
Rafferty Asset Management
New York
| USD 1203 M | -USD 258 M | 15 | 4.12% | Reducidas |
|
| 325 |
QRG Capital Management
Chicago,
Illinois
| USD 1194 M | +USD 54.1 M | 16 | 12.91% | Aumentadas |
|