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 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1527 M | -USD 10.7 M | 24 | 5.1% | Reducidas |
|
| 302 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 1522 M | -USD 353 M | 2 | 11.31% | Reducidas |
|
| 303 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1514 M | +USD 182 M | 15 | 15.91% | Aumentadas |
|
| 304 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1503 M | -USD 119 M | 3 | 13.6% | Reducidas |
|
| 305 |
VanEck Associates
New York
| USD 1493 M | +USD 194 M | 14 | 1.91% | Aumentadas |
|
| 306 |
Impax Asset Management Group
London,
United Kingdom
| USD 1490 M | -USD 184 M | 7 | 6.75% | Reducidas |
|
| 307 |
Unisphere Establishment
Vaduz,
Liechtenstein
| USD 1488 M | +USD 184 M | 4 | 12.97% | Aumentadas |
|
| 308 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1471 M | +USD 131 M | 7 | 19.38% | Aumentadas |
|
| 309 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 1465 M | +USD 566 M | 5 | 7.88% | Aumentadas |
|
| 310 |
IFM Investors
Melbourne,
Australia
| USD 1464 M | -USD 122 M | 15 | 14.88% | Reducidas |
|
| 311 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 1461 M | +USD 653 M | 15 | 15.41% | Aumentadas |
|
| 312 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 1460 M | +USD 130 M | 29 | 7.43% | Aumentadas |
|
| 313 |
Mercer Global Advisors
Denver,
Colorado
| USD 1458 M | -USD 79.7 M | 20 | 3.56% | Reducidas |
|
| 314 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1450 M | -USD 39.7 M | 10 | 16.13% | Reducidas |
|
| 315 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1449 M | -USD 358 M | 4 | 9.79% | Reducidas |
|
| 316 |
LBP AM
Paris,
France
| USD 1445 M | +USD 88.9 M | 12 | 19.52% | Aumentadas |
|
| 317 |
MUFG Securities EMEA
London,
United Kingdom
| USD 1441 M | +USD 1244 M | 6 | 24.24% | Aumentadas |
|
| 318 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 1437 M | -USD 598 M | 9 | 5.05% | Reducidas |
|
| 319 |
Pathstone Holdings
Englewood,
New Jersey
| USD 1430 M | -USD 105 M | 21 | 6.32% | Reducidas |
|
| 320 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 1420 M | -USD 12.7 M | 15 | 14.36% | Reducidas |
|
| 321 |
Brighton Jones LLC
Seattle,
Washington
| USD 1411 M | +USD 273 M | 12 | 40.75% | Aumentadas |
|
| 322 |
Natixis
Paris,
France
| USD 1409 M | -USD 840 M | 17 | 8.6% | Reducidas |
|
| 323 |
MML Investors Services
Springfield,
Massachusetts
| USD 1398 M | +USD 55.1 M | 20 | 4.82% | Aumentadas |
|
| 324 |
Waverton Investment Management
London,
United Kingdom
| USD 1396 M | +USD 50.1 M | 6 | 22.23% | Aumentadas |
|
| 325 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1389 M | -USD 304 k | 18 | 12.2% | Reducidas |
|