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 |
First Trust Advisors
Wheaton,
Illinois
| USD 3497 M | -USD 100 M | 19 | 7.92% | Reducidas |
|
| 102 |
Adage Capital Partners
Boston,
Massachusetts
| USD 3486 M | +USD 12.1 M | 11 | 10.41% | Aumentadas |
|
| 103 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 3427 M | +USD 37 M | 11 | 11.6% | Aumentadas |
|
| 104 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 3387 M | +USD 171 M | 22 | 9.07% | Aumentadas |
|
| 105 |
Harris Associates
Chicago,
Illinois
| USD 3363 M | -USD 404 M | 6 | 9.31% | Reducidas |
|
| 106 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3360 M | -USD 492 M | 8 | 22.76% | Reducidas |
|
| 107 |
Victory Capital Management
San Antonio,
Texas
| USD 3342 M | -USD 201 M | 25 | 5.6% | Reducidas |
|
| 108 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3303 M | +USD 291 M | 3 | 19.6% | Aumentadas |
|
| 109 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 3109 M | -USD 139 M | 14 | 13.33% | Reducidas |
|
| 110 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3023 M | USD 0 | 4 | 4.8% | Mantenido |
|
| 111 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 2974 M | -USD 513 M | 17 | 9.9% | Reducidas |
|
| 112 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 2968 M | -USD 40.9 M | 13 | 9.36% | Reducidas |
|
| 113 |
Korea Investment Corp
Seoul,
South Korea
| USD 2961 M | +USD 148 M | 14 | 13% | Aumentadas |
|
| 114 |
Vontobel Asset Management
New York
| USD 2949 M | -USD 235 M | 4 | 22.26% | Reducidas |
|
| 115 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 2946 M | +USD 44.5 M | 12 | 13.71% | Aumentadas |
|
| 116 |
Freestone Capital Holdings
Seattle,
Washington
| USD 2924 M | +USD 9.7 M | 12 | 63.24% | Aumentadas |
|
| 117 |
First Eagle Investment Management
New York
| USD 2919 M | +USD 80 M | 5 | 10.6% | Aumentadas |
|
| 118 |
Viking Global Investors
Stamford,
Connecticut
| USD 2853 M | +USD 841 M | 3 | 14.85% | Aumentadas |
|
| 119 |
Parnassus Investments
San Francisco,
California
| USD 2716 M | +USD 802 M | 4 | 11.3% | Aumentadas |
|
| 120 |
Stifel Financial
St. Louis,
Missouri
| USD 2714 M | -USD 168 M | 20 | 7.49% | Reducidas |
|
| 121 |
Egerton Capital (UK)
London,
United Kingdom
| USD 2705 M | +USD 54.6 M | 5 | 27.96% | Aumentadas |
|
| 122 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2599 M | +USD 142 M | 18 | 7.64% | Aumentadas |
|
| 123 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2571 M | +USD 80.6 M | 15 | 5.5% | Aumentadas |
|
| 124 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2474 M | -USD 67.2 M | 19 | 5.08% | Reducidas |
|
| 125 |
Aperio Group
Sausalito,
California
| USD 2465 M | +USD 152 M | 19 | 10.89% | Aumentadas |
|