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 |
Adage Capital Partners
Boston,
Massachusetts
| USD 4376 M | -USD 128 M | 11 | 11.2% | Reducidas |
|
| 102 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 4304 M | +USD 54.9 M | 22 | 9.88% | Aumentadas |
|
| 103 |
Victory Capital Management
San Antonio,
Texas
| USD 4268 M | -USD 133 M | 19 | 5.78% | Reducidas |
|
| 104 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 4070 M | -USD 565 M | 27 | 0.98% | Reducidas |
|
| 105 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4058 M | -USD 154 M | 8 | 23.47% | Reducidas |
|
| 106 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 4029 M | +USD 179 M | 20 | 11.17% | Aumentadas |
|
| 107 |
Flossbach Von Storch
Cologne,
Germany
| USD 4015 M | +USD 981 M | 6 | 20.94% | Aumentadas |
|
| 108 |
Harris Associates
Chicago,
Illinois
| USD 3861 M | -USD 203 M | 6 | 9.39% | Reducidas |
|
| 109 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3838 M | USD 0 | 4 | 5.28% | Mantenido |
|
| 110 |
Korea Investment Corp
Seoul,
South Korea
| USD 3809 M | +USD 9.27 M | 13 | 13.99% | Aumentadas |
|
| 111 |
Egerton Capital (UK)
London,
United Kingdom
| USD 3779 M | +USD 271 M | 5 | 28.07% | Aumentadas |
|
| 112 |
Vontobel Asset Management
New York
| USD 3775 M | +USD 151 M | 5 | 25.32% | Aumentadas |
|
| 113 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3617 M | -USD 177 M | 12 | 14.67% | Reducidas |
|
| 114 |
Parnassus Investments
San Francisco,
California
| USD 3459 M | -USD 63.2 M | 4 | 11.97% | Reducidas |
|
| 115 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 3421 M | +USD 145 M | 14 | 5.89% | Aumentadas |
|
| 116 |
Harding Loevner
Bridgewater,
New Jersey
| USD 3403 M | +USD 523 M | 5 | 16.29% | Aumentadas |
|
| 117 |
Stifel Financial
St. Louis,
Missouri
| USD 3389 M | -USD 73.2 M | 21 | 7.79% | Reducidas |
|
| 118 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 3357 M | +USD 166 M | 22 | 8.31% | Aumentadas |
|
| 119 |
First Eagle Investment Management
New York
| USD 3339 M | -USD 81.7 M | 5 | 10.49% | Reducidas |
|
| 120 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3285 M | -USD 230 M | 12 | 9.24% | Reducidas |
|
| 121 |
Citadel Advisors
Miami,
Florida
| USD 3284 M | +USD 1034 M | 29 | 1.17% | Aumentadas |
|
| 122 |
Jackson Square Partners
Larkspur,
California
| USD 3276 M | -USD 51.9 M | 5 | 16.44% | Reducidas |
|
| 123 |
BNP Paribas Financial Markets
Paris,
France
| USD 3264 M | +USD 955 M | 23 | 5.76% | Aumentadas |
|
| 124 |
Aperio Group
Sausalito,
California
| USD 3262 M | +USD 80.4 M | 20 | 12.05% | Aumentadas |
|
| 125 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3258 M | +USD 158 M | 12 | 15.69% | Aumentadas |
|