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 |
Davis Selected Advisers
Tucson,
Arizona
| USD 2036 M | +USD 192 M | 5 | 9.15% | Aumentadas |
|
| 302 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 2033 M | +USD 42.6 M | 21 | 5.33% | Aumentadas |
|
| 303 |
Sarasin & Partners
London,
United Kingdom
| USD 2029 M | -USD 232 M | 5 | 21.06% | Reducidas |
|
| 304 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 2023 M | -USD 113 M | 4 | 33.85% | Reducidas |
|
| 305 |
Lido Advisors
Los Angeles,
California
| USD 1996 M | +USD 22.8 M | 20 | 5.97% | Aumentadas |
|
| 306 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 1992 M | +USD 20.3 M | 30 | 5.26% | Aumentadas |
|
| 307 |
ING Group
Amsterdam,
Netherlands
| USD 1970 M | -USD 1190 M | 11 | 11.88% | Reducidas |
|
| 308 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 1967 M | +USD 182 M | 5 | 29.52% | Aumentadas |
|
| 309 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 1962 M | +USD 37.1 M | 20 | 4.66% | Aumentadas |
|
| 310 |
Bridgewater Associates
Westport,
Connecticut
| USD 1958 M | +USD 155 M | 16 | 7.14% | Aumentadas |
|
| 311 |
PensionDanmark
Copenhagen O,
Denmark
| USD 1957 M | +USD 1934 M | 16 | 17.78% | Nuevas |
|
| 312 |
IFM Investors
Melbourne,
Australia
| USD 1952 M | +USD 30.7 M | 16 | 16.28% | Aumentadas |
|
| 313 |
Pathstone Holdings
Englewood,
New Jersey
| USD 1906 M | +USD 41.3 M | 20 | 7.35% | Aumentadas |
|
| 314 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 1893 M | +USD 231 M | 14 | 28.77% | Aumentadas |
|
| 315 |
AGF Management
Toronto,
Ontario, Canada
| USD 1886 M | -USD 21.2 M | 8 | 8.18% | Reducidas |
|
| 316 |
M&G plc
London,
United Kingdom
| USD 1879 M | -USD 49.9 M | 9 | 9.65% | Reducidas |
|
| 317 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1862 M | -USD 65.1 M | 7 | 15.95% | Reducidas |
|
| 318 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 1852 M | +USD 107 M | 8 | 18.28% | Aumentadas |
|
| 319 |
Unisphere Establishment
Vaduz,
Liechtenstein
| USD 1847 M | -USD 71.7 M | 4 | 13.81% | Reducidas |
|
| 320 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1839 M | +USD 3.62 M | 10 | 17.11% | Aumentadas |
|
| 321 |
Nvidia Corp
Santa Clara,
California
| USD 1838 M | USD 0 | 2 | 14.03% | Mantenido |
|
| 322 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 1826 M | +USD 70.5 M | 14 | 16.12% | Aumentadas |
|
| 323 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 1825 M | +USD 6.13 M | 16 | 12.71% | Aumentadas |
|
| 324 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 1820 M | -USD 40.1 M | 10 | 19.84% | Reducidas |
|
| 325 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 1787 M | +USD 23.3 M | 19 | 14.06% | Aumentadas |
|