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 | |
|---|---|---|---|---|---|---|---|
| 376 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 1385 M | -USD 67.1 M | 20 | 3.54% | Reducidas |
|
| 377 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1384 M | +USD 222 M | 4 | 17.7% | Aumentadas |
|
| 378 |
Brighton Jones LLC
Seattle,
Washington
| USD 1377 M | -USD 27.1 M | 4 | 50.78% | Reducidas |
|
| 379 |
ValueAct Holdings
San Francisco,
California
| USD 1374 M | -USD 283 M | 2 | 19.56% | Reducidas |
|
| 380 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 1373 M | -USD 146 M | 7 | 27.41% | Reducidas |
|
| 381 |
Kestra Advisory Services
Austin,
Texas
| USD 1372 M | +USD 95.1 M | 27 | 5.65% | Aumentadas |
|
| 382 |
Davenport & Co
Richmond,
Virginia
| USD 1371 M | -USD 89.8 M | 15 | 7.31% | Reducidas |
|
| 383 |
Mediolanum International Funds
Dublin 1,
Ireland
| USD 1369 M | -USD 48.2 M | 12 | 13.68% | Reducidas |
|
| 384 |
Banque Transatlantique
Paris,
France
| USD 1358 M | -USD 42.9 M | 9 | 32.91% | Reducidas |
|
| 385 |
Capital International Inc
Los Angeles,
California
| USD 1356 M | +USD 507 k | 9 | 10.67% | Aumentadas |
|
| 386 |
Close Asset Management
London,
United Kingdom
| USD 1356 M | +USD 219 M | 12 | 30.05% | Aumentadas |
|
| 387 |
Epoch Investment Partners
New York
| USD 1351 M | -USD 86.3 M | 7 | 7.68% | Reducidas |
|
| 388 |
First Pacific Advisors
El Segundo,
California
| USD 1348 M | -USD 190 M | 3 | 17.74% | Reducidas |
|
| 389 |
Jericho Capital Asset Management
New York
| USD 1343 M | -USD 1230 M | 4 | 15.3% | Reducidas |
|
| 390 |
iA Global Asset Management
Quebec,
Quebec, Canada
| USD 1326 M | +USD 10.8 M | 8 | 16.91% | Aumentadas |
|
| 391 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1324 M | -USD 326 M | 3 | 23.12% | Reducidas |
|
| 392 |
Vinva Investment Management
Sydney,
Australia
| USD 1324 M | +USD 442 M | 14 | 16.51% | Aumentadas |
|
| 393 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1314 M | -USD 44.5 M | 7 | 13.32% | Reducidas |
|
| 394 |
MAI Capital Management
Independence,
Ohio
| USD 1310 M | +USD 62.4 M | 29 | 7.53% | Aumentadas |
|
| 395 |
Carmignac Gestion
Paris,
France
| USD 1308 M | -USD 72.7 M | 5 | 17.69% | Reducidas |
|
| 396 |
OP Asset Management
Helsinki,
| USD 1307 M | +USD 121 M | 16 | 15.91% | Aumentadas |
|
| 397 |
Bridges Investment Management
Omaha,
Nebraska
| USD 1303 M | -USD 88 M | 8 | 16.52% | Reducidas |
|
| 398 |
Lazard Frères Gestion
Paris,
France
| USD 1301 M | -USD 10.1 M | 7 | 23.44% | Reducidas |
|
| 399 |
TD Waterhouse Canada
Toronto,
Ontario, Canada
| USD 1297 M | -USD 2.75 M | 26 | 8.06% | Reducidas |
|
| 400 |
Guggenheim Capital
Chicago,
Illinois
| USD 1291 M | -USD 103 M | 19 | 9.24% | Reducidas |
|