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 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2758 M | -USD 69.6 M | 10 | 16.27% | Reducidas |
|
| 102 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 2741 M | -USD 31.4 M | 13 | 3.99% | Reducidas |
|
| 103 |
Polen Capital Management
Boca Raton,
Florida
| USD 2739 M | +USD 39.5 M | 5 | 20.36% | Aumentadas |
|
| 104 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 2734 M | +USD 141 M | 11 | 10.48% | Aumentadas |
|
| 105 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 2693 M | -USD 14.1 M | 12 | 7.39% | Reducidas |
|
| 106 |
United Services Automobile Association
San Antonio,
Texas
| USD 2677 M | +USD 4.67 M | 18 | 7.33% | Aumentadas |
|
| 107 |
Ruane, Cunniff & Goldfarb
New York
| USD 2664 M | +USD 608 M | 4 | 21.83% | Aumentadas |
|
| 108 |
D.E. Shaw & Co
New York
| USD 2649 M | +USD 402 M | 18 | 3.65% | Aumentadas |
|
| 109 |
Edgewood Management
Greenwich,
Connecticut
| USD 2627 M | +USD 38.1 M | 4 | 11.43% | Aumentadas |
|
| 110 |
First Trust Advisors
Wheaton,
Illinois
| USD 2558 M | +USD 78.1 M | 16 | 6.09% | Aumentadas |
|
| 111 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 2473 M | -USD 39.9 M | 10 | 9.37% | Reducidas |
|
| 112 |
BNP Paribas Financial Markets
Paris,
France
| USD 2464 M | -USD 1718 M | 19 | 4.37% | Reducidas |
|
| 113 |
Sanders Capital
West Palm Beach,
Florida
| USD 2456 M | +USD 47.7 M | 2 | 13.36% | Aumentadas |
|
| 114 |
Coatue Management
New York
| USD 2451 M | +USD 305 M | 6 | 19.18% | Aumentadas |
|
| 115 |
Prudential plc
London, England,
United Kingdom
| USD 2411 M | -USD 24.8 M | 11 | 7.34% | Reducidas |
|
| 116 |
Viking Global Investors
Stamford,
Connecticut
| USD 2409 M | -USD 469 M | 3 | 14.81% | Reducidas |
|
| 117 |
Vontobel Asset Management
New York
| USD 2408 M | -USD 165 M | 5 | 17.16% | Reducidas |
|
| 118 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2407 M | +USD 107 M | 14 | 6.19% | Aumentadas |
|
| 119 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2396 M | -USD 149 M | 2 | 19.46% | Reducidas |
|
| 120 |
Brown Advisory
Baltimore,
Maryland
| USD 2396 M | -USD 48.9 M | 12 | 7.58% | Reducidas |
|
| 121 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 2295 M | +USD 46.7 M | 18 | 5.4% | Aumentadas |
|
| 122 |
First Pacific Advisors
El Segundo,
California
| USD 2285 M | +USD 20.5 M | 4 | 17.09% | Aumentadas |
|
| 123 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2224 M | -USD 82.7 M | 19 | 3.93% | Reducidas |
|
| 124 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 2171 M | +USD 10.8 M | 12 | 7.27% | Aumentadas |
|
| 125 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 2164 M | +USD 173 M | 1 | 88.23% | Aumentadas |
|