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 | |
|---|---|---|---|---|---|---|---|
| 76 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 8090 M | +USD 81 M | 14 | 12.69% | Aumentadas |
|
| 77 |
Iconiq Capital
San Francisco,
California
| USD 8087 M | +USD 29.4 M | 7 | 53.02% | Aumentadas |
|
| 78 |
Tiger Global Management
New York
| USD 7653 M | +USD 97.4 M | 9 | 14.24% | Aumentadas |
|
| 79 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 7573 M | +USD 329 M | 4 | 34.83% | Aumentadas |
|
| 80 |
Brown Advisory
Baltimore,
Maryland
| USD 7524 M | +USD 55 M | 18 | 11.34% | Aumentadas |
|
| 81 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 7084 M | +USD 587 M | 30 | 1% | Aumentadas |
|
| 82 |
Raymond James & Associates
St Petersburg,
Florida
| USD 7069 M | +USD 290 M | 27 | 6.43% | Aumentadas |
|
| 83 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 6888 M | -USD 1720 M | 5 | 53.83% | Reducidas |
|
| 84 |
Harris Associates
Chicago,
Illinois
| USD 6886 M | +USD 203 M | 6 | 10.97% | Aumentadas |
|
| 85 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 6843 M | +USD 87.7 M | 13 | 13% | Aumentadas |
|
| 86 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 6759 M | -USD 187 M | 22 | 12.77% | Reducidas |
|
| 87 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 6722 M | +USD 1662 M | 5 | 19.76% | Aumentadas |
|
| 88 |
Sanders Capital
West Palm Beach,
Florida
| USD 6578 M | -USD 435 M | 3 | 14.91% | Reducidas |
|
| 89 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 6561 M | -USD 287 M | 12 | 13.7% | Reducidas |
|
| 90 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 6326 M | -USD 60.2 M | 31 | 5.74% | Reducidas |
|
| 91 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 6295 M | +USD 485 M | 10 | 7.51% | Aumentadas |
|
| 92 |
APG Asset Management
Amsterdam,
Netherlands
| USD 6284 M | -USD 534 M | 17 | 10.67% | Reducidas |
|
| 93 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 6211 M | -USD 497 M | 4 | 24.11% | Reducidas |
|
| 94 |
Bessemer Group
Woodbridge,
New Jersey
| USD 6038 M | -USD 25.7 M | 17 | 13.1% | Reducidas |
|
| 95 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 6017 M | +USD 37.1 M | 17 | 13.82% | Aumentadas |
|
| 96 |
Ensign Peak Advisors
Salt Lake City,
Utah
| USD 6015 M | -USD 135 M | 19 | 12.13% | Reducidas |
|
| 97 |
Flossbach Von Storch
Cologne,
Germany
| USD 5963 M | -USD 47.4 M | 6 | 17.86% | Reducidas |
|
| 98 |
AQR Capital Management
Greenwich,
Connecticut
| USD 5829 M | -USD 1016 M | 20 | 10.08% | Reducidas |
|
| 99 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 5806 M | -USD 875 M | 15 | 12.72% | Reducidas |
|
| 100 |
Fred Alger Management
New York
| USD 5789 M | -USD 96.3 M | 12 | 13.66% | Reducidas |
|