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 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 4807 M | +USD 1574 M | 14 | 14.72% | Aumentadas |
|
| 102 |
BNP Paribas Financial Markets
Paris,
France
| USD 4771 M | +USD 1101 M | 23 | 6.83% | Aumentadas |
|
| 103 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 4707 M | -USD 2.98 M | 22 | 10.22% | Reducidas |
|
| 104 |
Victory Capital Management
San Antonio,
Texas
| USD 4676 M | +USD 532 k | 22 | 6% | Aumentadas |
|
| 105 |
Adage Capital Partners
Boston,
Massachusetts
| USD 4613 M | -USD 65.2 M | 11 | 11.55% | Reducidas |
|
| 106 |
SC US (TTGP)
Menlo Park,
California
| USD 4384 M | +USD 4158 M | 1 | 42.24% | Nuevas |
|
| 107 |
Vontobel Asset Management
New York
| USD 4346 M | -USD 105 M | 5 | 26.11% | Reducidas |
|
| 108 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 4336 M | +USD 9.39 M | 23 | 10.82% | Aumentadas |
|
| 109 |
Nomura Holdings
Tokyo,
Japan
| USD 4166 M | +USD 2710 M | 19 | 9.13% | Aumentadas |
|
| 110 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 4036 M | -USD 508 M | 29 | 0.77% | Reducidas |
|
| 111 |
Temasek Holdings
Singapore
| USD 4029 M | +USD 323 M | 4 | 20.46% | Aumentadas |
|
| 112 |
Korea Investment Corp
Seoul,
South Korea
| USD 3985 M | -USD 158 M | 13 | 14.08% | Reducidas |
|
| 113 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3975 M | USD 0 | 4 | 5.08% | Mantenido |
|
| 114 |
Harris Associates
Chicago,
Illinois
| USD 3859 M | -USD 193 M | 6 | 9.4% | Reducidas |
|
| 115 |
Ninety One (UK)
London,
United Kingdom
| USD 3795 M | -USD 2096 M | 6 | 13.73% | Reducidas |
|
| 116 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 3786 M | +USD 801 M | 10 | 11.25% | Aumentadas |
|
| 117 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3759 M | -USD 855 M | 8 | 20.92% | Reducidas |
|
| 118 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3740 M | +USD 177 M | 12 | 9.97% | Aumentadas |
|
| 119 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3729 M | +USD 230 M | 13 | 17.15% | Aumentadas |
|
| 120 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 3710 M | +USD 37.2 M | 21 | 5.8% | Aumentadas |
|
| 121 |
Stifel Financial
St. Louis,
Missouri
| USD 3664 M | +USD 40.8 M | 23 | 7.54% | Aumentadas |
|
| 122 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3639 M | -USD 223 M | 12 | 14.38% | Reducidas |
|
| 123 |
Aperio Group
Sausalito,
California
| USD 3601 M | +USD 86.6 M | 20 | 12.16% | Aumentadas |
|
| 124 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 3566 M | -USD 409 M | 19 | 8.36% | Reducidas |
|
| 125 |
First Eagle Investment Management
New York
| USD 3468 M | -USD 76.8 M | 5 | 10.41% | Reducidas |
|