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 |
Alphinity Investment Management
Sydney,
Australia
| USD 1196 M | -USD 767 M | 3 | 8.1% | Reducidas |
|
| 327 |
Jones Financial Companies
Des Peres,
Missouri
| USD 1187 M | +USD 348 M | 25 | 1.06% | Aumentadas |
|
| 328 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 1178 M | -USD 364 M | 5 | 23.7% | Reducidas |
|
| 329 |
Everett Harris & Co
Los Angeles,
California
| USD 1176 M | -USD 4.99 M | 6 | 15.1% | Reducidas |
|
| 330 |
LBP AM
Paris,
France
| USD 1159 M | -USD 118 M | 12 | 17.89% | Reducidas |
|
| 331 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1148 M | +USD 30.3 M | 3 | 21.56% | Aumentadas |
|
| 332 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 1142 M | +USD 1.62 M | 17 | 13.17% | Aumentadas |
|
| 333 |
MUFG Securities EMEA
London,
United Kingdom
| USD 1139 M | -USD 111 M | 4 | 25.77% | Reducidas |
|
| 334 |
Huntington National Bank
Columbus,
Ohio
| USD 1137 M | +USD 31.9 M | 26 | 8.24% | Aumentadas |
|
| 335 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 1136 M | +USD 53.2 M | 17 | 11.58% | Aumentadas |
|
| 336 |
Davenport & Co
Richmond,
Virginia
| USD 1131 M | +USD 23.1 M | 11 | 6.56% | Aumentadas |
|
| 337 |
Farallon Capital Management
San Francisco,
California
| USD 1118 M | -USD 30.6 M | 2 | 5.36% | Reducidas |
|
| 338 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1116 M | -USD 197 M | 3 | 12.34% | Reducidas |
|
| 339 |
Brighton Jones LLC
Seattle,
Washington
| USD 1107 M | -USD 139 M | 13 | 35.51% | Reducidas |
|
| 340 |
Voyager Global Management
New York
| USD 1106 M | +USD 247 M | 3 | 49.28% | Aumentadas |
|
| 341 |
Markel Group
Glen Allen,
Virginia
| USD 1098 M | +USD 1.69 M | 4 | 9.75% | Aumentadas |
|
| 342 |
Capital Group Private Client Services
Los Angeles,
California
| USD 1097 M | +USD 45.7 M | 5 | 10.71% | Aumentadas |
|
| 343 |
Capital Wealth Planning
Naples,
Florida
| USD 1072 M | +USD 35.9 M | 7 | 9.3% | Aumentadas |
|
| 344 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 1069 M | -USD 11.4 M | 4 | 19.96% | Reducidas |
|
| 345 |
Boston Trust Walden
Boston,
Massachusetts
| USD 1067 M | +USD 39.2 M | 9 | 7.79% | Aumentadas |
|
| 346 |
Comgest Global Investors
Paris,
France
| USD 1065 M | -USD 79.7 M | 4 | 19% | Reducidas |
|
| 347 |
Harding Loevner
Bridgewater,
New Jersey
| USD 1060 M | -USD 209 M | 4 | 8.11% | Reducidas |
|
| 348 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1052 M | +USD 42.6 M | 5 | 18.25% | Aumentadas |
|
| 349 |
BlueSpruce Investments
Chicago,
Illinois
| USD 1031 M | -USD 21.7 M | 2 | 24.06% | Reducidas |
|
| 350 |
Lido Advisors
Los Angeles,
California
| USD 1020 M | +USD 179 M | 14 | 4.59% | Aumentadas |
|