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 |
Victory Capital Management
San Antonio,
Texas
| USD 4951 M | -USD 102 M | 23 | 5.52% | Reducidas |
|
| 102 |
Adage Capital Partners
Boston,
Massachusetts
| USD 4840 M | -USD 132 M | 11 | 10.55% | Reducidas |
|
| 103 |
Harris Associates
Chicago,
Illinois
| USD 4721 M | +USD 194 M | 6 | 9.13% | Aumentadas |
|
| 104 |
VOYA Investment Management
Atlanta,
Georgia
| USD 4717 M | -USD 552 M | 25 | 9.56% | Reducidas |
|
| 105 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 4705 M | -USD 2040 M | 5 | 16.14% | Reducidas |
|
| 106 |
Viking Global Investors
Stamford,
Connecticut
| USD 4549 M | +USD 1257 M | 4 | 12.51% | Aumentadas |
|
| 107 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 4520 M | -USD 140 M | 23 | 10.47% | Reducidas |
|
| 108 |
Flossbach Von Storch
Cologne,
Germany
| USD 4476 M | +USD 692 M | 6 | 18.33% | Aumentadas |
|
| 109 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 4372 M | +USD 221 M | 29 | 0.71% | Aumentadas |
|
| 110 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 4370 M | USD 0 | 4 | 5.01% | Mantenido |
|
| 111 |
Korea Investment Corp
Seoul,
South Korea
| USD 4353 M | +USD 124 M | 16 | 13.08% | Aumentadas |
|
| 112 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 4341 M | +USD 171 M | 12 | 11.65% | Aumentadas |
|
| 113 |
Edgewood Management
Greenwich,
Connecticut
| USD 4221 M | -USD 1472 M | 3 | 8.37% | Reducidas |
|
| 114 |
Stifel Financial
St. Louis,
Missouri
| USD 4092 M | +USD 130 M | 25 | 7.3% | Aumentadas |
|
| 115 |
Ninety One (UK)
London,
United Kingdom
| USD 4086 M | -USD 22.8 M | 7 | 12.57% | Reducidas |
|
| 116 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 4036 M | -USD 269 M | 23 | 5.27% | Reducidas |
|
| 117 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 3927 M | +USD 777 M | 14 | 8.34% | Aumentadas |
|
| 118 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3868 M | -USD 138 M | 16 | 16.52% | Reducidas |
|
| 119 |
Aperio Group
Sausalito,
California
| USD 3855 M | +USD 6.53 M | 23 | 11.41% | Aumentadas |
|
| 120 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3829 M | -USD 106 M | 12 | 13.65% | Reducidas |
|
| 121 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 3824 M | +USD 287 M | 12 | 8.94% | Aumentadas |
|
| 122 |
Soroban Capital Partners
New York
| USD 3780 M | +USD 1271 M | 5 | 28.68% | Aumentadas |
|
| 123 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3725 M | -USD 163 M | 8 | 17.93% | Reducidas |
|
| 124 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 3703 M | +USD 104 M | 15 | 9.73% | Aumentadas |
|
| 125 |
Parnassus Investments
San Francisco,
California
| USD 3681 M | +USD 44.4 M | 3 | 9.99% | Aumentadas |
|