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 | |
|---|---|---|---|---|---|---|---|
| 326 |
First Pacific Advisors
El Segundo,
California
| USD 965 M | -USD 210 M | 5 | 12.51% | Reducidas |
|
| 327 |
Comerica Bank
Dallas,
Texas
| USD 955 M | -USD 253 M | 19 | 5.74% | Reducidas |
|
| 328 |
Genesis Investment Management
London,
United Kingdom
| USD 953 M | -USD 124 M | 2 | 32.11% | Reducidas |
|
| 329 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 948 M | -USD 18.3 M | 23 | 4.68% | Reducidas |
|
| 330 |
Xponance
Philadelphia,
Pennsylvania
| USD 943 M | -USD 29.5 M | 18 | 17.91% | Reducidas |
|
| 331 |
Gates Foundation Trust
Kirkland,
Washington
| USD 943 M | +USD 855 M | 3 | 4.07% | Aumentadas |
|
| 332 |
Atlanta Capital Management
Atlanta,
Georgia
| USD 940 M | -USD 31 M | 2 | 3.36% | Reducidas |
|
| 333 |
VanEck Associates
New York
| USD 939 M | -USD 126 M | 13 | 2.36% | Reducidas |
|
| 334 |
Tybourne Capital Management
Hong Kong
| USD 936 M | +USD 74.7 M | 4 | 23.59% | Aumentadas |
|
| 335 |
Impax Asset Management Group
London,
United Kingdom
| USD 927 M | +USD 241 M | 8 | 3.81% | Aumentadas |
|
| 336 |
Mariner
Overland Park,
Kansas
| USD 911 M | +USD 96.9 M | 13 | 4.75% | Aumentadas |
|
| 337 |
United Capital Financial Advisors
Irving,
Texas
| USD 901 M | -USD 17.5 M | 16 | 4.49% | Reducidas |
|
| 338 |
Marshall Wace
London,
United Kingdom
| USD 901 M | -USD 110 M | 21 | 3.74% | Reducidas |
|
| 339 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 889 M | +USD 39.2 M | 15 | 13.98% | Aumentadas |
|
| 340 |
Employees Retirement System of Texas
Austin,
Texas
| USD 883 M | -USD 27.4 M | 12 | 10.28% | Reducidas |
|
| 341 |
Capital Group Private Client Services
Los Angeles,
California
| USD 883 M | +USD 912 M | 6 | 10.24% | Nuevas |
|
| 342 |
Metropolitan Life Insurance Company (MetLife)
New York
| USD 881 M | -USD 841 M | 24 | 12.76% | Reducidas |
|
| 343 |
Pzena Investment Management
New York
| USD 878 M | -USD 26.5 M | 3 | 3.48% | Reducidas |
|
| 344 |
Huntington National Bank
Columbus,
Ohio
| USD 869 M | -USD 394 k | 21 | 8.68% | Reducidas |
|
| 345 |
Swiss Life Asset Management
Zurich,
| USD 865 M | -USD 34.3 M | 10 | 12% | Reducidas |
|
| 346 |
Lazard Frères Gestion
Paris,
France
| USD 865 M | +USD 603 k | 5 | 24.32% | Aumentadas |
|
| 347 |
DFO
Duquesne Family Office
New York
| USD 863 M | -USD 131 M | 4 | 28.02% | Reducidas |
|
| 348 |
Markel Group
Glen Allen,
Virginia
| USD 859 M | USD 0 | 4 | 10.86% | Mantenido |
|
| 349 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 858 M | -USD 26.5 M | 3 | 10.41% | Reducidas |
|
| 350 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 852 M | -USD 1.69 M | 19 | 8.97% | Reducidas |
|