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 |
Pathstone Holdings
Englewood,
New Jersey
| USD 1575 M | -USD 24.2 M | 20 | 6.27% | Reducidas |
|
| 327 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 1552 M | +USD 44.2 M | 18 | 12.55% | Aumentadas |
|
| 328 |
Sarasin & Partners
London,
United Kingdom
| USD 1517 M | -USD 230 M | 5 | 18.51% | Reducidas |
|
| 329 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 1512 M | +USD 38.1 M | 20 | 11.73% | Aumentadas |
|
| 330 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 1512 M | -USD 137 M | 4 | 26.54% | Reducidas |
|
| 331 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 1509 M | -USD 29.5 M | 10 | 18.42% | Reducidas |
|
| 332 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1485 M | -USD 875 M | 2 | 16.48% | Reducidas |
|
| 333 |
Everett Harris & Co
Los Angeles,
California
| USD 1469 M | -USD 22.1 M | 6 | 18.92% | Reducidas |
|
| 334 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1457 M | -USD 536 M | 14 | 8.6% | Reducidas |
|
| 335 |
H&H International Investment
Palo Alto,
California
| USD 1441 M | +USD 252 M | 3 | 7.2% | Aumentadas |
|
| 336 |
Himalaya Capital Management
Seattle,
Washington
| USD 1435 M | USD 0 | 2 | 44.81% | Mantenido |
|
| 337 |
Banco Santander
Madrid,
Spain
| USD 1425 M | +USD 214 M | 9 | 11.49% | Aumentadas |
|
| 338 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 1421 M | +USD 71.8 M | 37 | 3.73% | Aumentadas |
|
| 339 |
LSV Asset Management
Chicago,
Illinois
| USD 1409 M | +USD 23.5 M | 12 | 3.04% | Aumentadas |
|
| 340 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 1399 M | -USD 950 M | 16 | 8.35% | Reducidas |
|
| 341 |
AIM
Allen Investment Management
New York
| USD 1395 M | -USD 77.9 M | 9 | 17.25% | Reducidas |
|
| 342 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 1388 M | -USD 20.6 M | 18 | 14.19% | Reducidas |
|
| 343 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 1386 M | +USD 19.9 M | 9 | 8.13% | Aumentadas |
|
| 344 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 1374 M | -USD 72.3 M | 7 | 18.21% | Reducidas |
|
| 345 |
QRG Capital Management
Chicago,
Illinois
| USD 1370 M | +USD 162 M | 18 | 14.14% | Aumentadas |
|
| 346 |
VanEck Associates
New York
| USD 1357 M | +USD 91.7 M | 16 | 1.02% | Aumentadas |
|
| 347 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1354 M | -USD 227 M | 12 | 15.1% | Reducidas |
|
| 348 |
Empower Advisory Group
Greenwood Village,
Colorado
| USD 1341 M | -USD 87.1 M | 11 | 3.48% | Reducidas |
|
| 349 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 1340 M | +USD 473 M | 8 | 6.47% | Aumentadas |
|
| 350 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 1332 M | -USD 14.9 M | 14 | 17.03% | Reducidas |
|