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 |
Woodline Partners
San Francisco,
California
| USD 1636 M | +USD 213 M | 14 | 7.7% | Aumentadas |
|
| 327 |
Everett Harris & Co
Los Angeles,
California
| USD 1625 M | -USD 15.4 M | 6 | 20.04% | Reducidas |
|
| 328 |
Magellan Asset Management
Sydney,
Australia
| USD 1616 M | -USD 219 M | 4 | 19.14% | Reducidas |
|
| 329 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1603 M | +USD 20.7 M | 7 | 19.01% | Aumentadas |
|
| 330 |
Rafferty Asset Management
New York
| USD 1581 M | +USD 5.1 M | 17 | 5.13% | Aumentadas |
|
| 331 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 1580 M | +USD 159 M | 21 | 9.28% | Aumentadas |
|
| 332 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 1580 M | +USD 6.14 M | 17 | 15.35% | Aumentadas |
|
| 333 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1566 M | -USD 164 M | 5 | 8.17% | Reducidas |
|
| 334 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 1561 M | +USD 153 M | 8 | 10.01% | Aumentadas |
|
| 335 |
Police & Firemen's Retirement System of New Jersey
Trenton,
New Jersey
| USD 1556 M | +USD 88.8 M | 27 | 12.51% | Aumentadas |
|
| 336 |
Empower Advisory Group
Greenwood Village,
Colorado
| USD 1552 M | +USD 9.23 M | 12 | 4.3% | Aumentadas |
|
| 337 |
LBP AM
Paris,
France
| USD 1531 M | +USD 124 M | 12 | 18.82% | Aumentadas |
|
| 338 |
Markel Group
Glen Allen,
Virginia
| USD 1530 M | +USD 2.35 M | 4 | 12.42% | Aumentadas |
|
| 339 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1530 M | -USD 218 M | 2 | 19.14% | Reducidas |
|
| 340 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1525 M | -USD 287 M | 3 | 23.5% | Reducidas |
|
| 341 |
Steward Partners Investment Advisory
New York
| USD 1517 M | +USD 304 M | 29 | 8.69% | Aumentadas |
|
| 342 |
Employees Retirement System of Texas
Austin,
Texas
| USD 1508 M | -USD 3.68 M | 14 | 12.05% | Reducidas |
|
| 343 |
Two Sigma Investments
New York
| USD 1504 M | -USD 333 M | 32 | 2.24% | Reducidas |
|
| 344 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 1487 M | +USD 380 M | 7 | 16.63% | Aumentadas |
|
| 345 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 1481 M | +USD 122 M | 33 | 4.45% | Aumentadas |
|
| 346 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 1461 M | -USD 345 M | 2 | 6.27% | Reducidas |
|
| 347 |
VanEck Associates
New York
| USD 1443 M | -USD 444 M | 19 | 1.34% | Reducidas |
|
| 348 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 1439 M | +USD 39.6 M | 22 | 14.74% | Aumentadas |
|
| 349 |
Capital Wealth Planning
Naples,
Florida
| USD 1427 M | +USD 44.1 M | 7 | 10.06% | Aumentadas |
|
| 350 |
BlueSpruce Investments
Chicago,
Illinois
| USD 1422 M | +USD 265 M | 2 | 32.66% | Aumentadas |
|