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 | |
|---|---|---|---|---|---|---|---|
| 101 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1656 M | +USD 70.4 M | 4 | 6% | Aumentadas |
|
| 102 |
First Pacific Advisors
El Segundo,
California
| USD 1653 M | -USD 2.27 M | 3 | 13.74% | Reducidas |
|
| 103 |
abrdn Investment Management
Edinburgh,
United Kingdom
| USD 1642 M | +USD 226 M | 9 | 6.23% | Aumentadas |
|
| 104 |
Veritas Asset Management
London,
United Kingdom
| USD 1626 M | -USD 1.78 M | 3 | 25.93% | Reducidas |
|
| 105 |
Barclays
London,
United Kingdom
| USD 1615 M | +USD 114 M | 13 | 1.55% | Aumentadas |
|
| 106 |
Temasek Holdings
Singapore
| USD 1600 M | +USD 1618 M | 1 | 17.01% | Nuevas |
|
| 107 |
Dimensional Fund Advisors
Austin,
Texas
| USD 1591 M | +USD 82.9 M | 11 | 1.13% | Aumentadas |
|
| 108 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 1588 M | +USD 120 M | 10 | 2.74% | Aumentadas |
|
| 109 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 1573 M | -USD 402 M | 15 | 0.61% | Reducidas |
|
| 110 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
| USD 1570 M | -USD 89.2 M | 9 | 5.93% | Reducidas |
|
| 111 |
TCW Group
Los Angeles,
California
| USD 1568 M | +USD 71.9 M | 11 | 6.3% | Aumentadas |
|
| 112 |
Viking Global Investors
Stamford,
Connecticut
| USD 1555 M | +USD 1558 M | 2 | 6.24% | Nuevas |
|
| 113 |
Brown Advisory
Baltimore,
Maryland
| USD 1491 M | -USD 7.47 M | 7 | 4.79% | Reducidas |
|
| 114 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 1457 M | +USD 367 M | 9 | 5.5% | Aumentadas |
|
| 115 |
Fred Alger Management
New York
| USD 1428 M | +USD 311 M | 9 | 6.95% | Aumentadas |
|
| 116 |
Boston Partners
Boston,
Massachusetts
| USD 1421 M | +USD 274 M | 5 | 2.31% | Aumentadas |
|
| 117 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 1413 M | -USD 25.5 M | 10 | 5.12% | Reducidas |
|
| 118 |
BlackRock Japan
Tokyo,
Japan
| USD 1388 M | +USD 93 M | 10 | 5.99% | Aumentadas |
|
| 119 |
Janus Henderson Group
London,
| USD 1379 M | -USD 670 k | 11 | 12.97% | Reducidas |
|
| 120 |
D.E. Shaw & Co
New York
| USD 1299 M | +USD 428 M | 12 | 1.68% | Aumentadas |
|
| 121 |
Epoch Investment Partners
New York
| USD 1283 M | +USD 70 M | 4 | 4.99% | Aumentadas |
|
| 122 |
Swiss National Bank
Zurich,
Switzerland
| USD 1243 M | -USD 27.4 M | 10 | 4.77% | Reducidas |
|
| 123 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 1241 M | +USD 192 M | 11 | 5% | Aumentadas |
|
| 124 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 1231 M | USD 0 | 4 | 24.67% | Mantenido |
|
| 125 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1227 M | +USD 70.1 M | 10 | 5.95% | Aumentadas |
|