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 |
Fred Alger Management
New York
| USD 5129 M | -USD 365 M | 10 | 13.42% | Reducidas |
|
| 102 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 5094 M | -USD 1002 M | 11 | 6.44% | Reducidas |
|
| 103 |
Victory Capital Management
San Antonio,
Texas
| USD 5061 M | -USD 161 M | 24 | 5.19% | Reducidas |
|
| 104 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 5003 M | -USD 409 M | 25 | 12.16% | Reducidas |
|
| 105 |
VOYA Investment Management
Atlanta,
Georgia
| USD 4975 M | +USD 126 M | 24 | 10.03% | Aumentadas |
|
| 106 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 4969 M | +USD 872 M | 16 | 9.74% | Aumentadas |
|
| 107 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 4945 M | -USD 647 M | 20 | 10.9% | Reducidas |
|
| 108 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 4878 M | +USD 116 M | 22 | 10.4% | Aumentadas |
|
| 109 |
D.E. Shaw & Co
New York
| USD 4870 M | -USD 1189 M | 24 | 4.7% | Reducidas |
|
| 110 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 4795 M | USD 0 | 4 | 5.08% | Mantenido |
|
| 111 |
Natixis
Paris,
France
| USD 4750 M | +USD 1598 M | 16 | 15.52% | Aumentadas |
|
| 112 |
ProShare Advisors
Bethesda,
Maryland
| USD 4582 M | +USD 859 M | 24 | 14.41% | Aumentadas |
|
| 113 |
Stifel Financial
St. Louis,
Missouri
| USD 4388 M | +USD 83.3 M | 26 | 7.23% | Aumentadas |
|
| 114 |
Ninety One (UK)
London,
United Kingdom
| USD 4362 M | +USD 41.2 M | 6 | 12.4% | Aumentadas |
|
| 115 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 4351 M | -USD 421 M | 13 | 12.26% | Reducidas |
|
| 116 |
Egerton Capital (UK)
London,
United Kingdom
| USD 4348 M | +USD 718 M | 4 | 22.91% | Aumentadas |
|
| 117 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 4303 M | -USD 667 M | 4 | 15.72% | Reducidas |
|
| 118 |
First Eagle Investment Management
New York
| USD 4263 M | +USD 76.2 M | 6 | 11.34% | Aumentadas |
|
| 119 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 4196 M | -USD 141 M | 23 | 5.04% | Reducidas |
|
| 120 |
Edgewood Management
Greenwich,
Connecticut
| USD 4187 M | -USD 56.7 M | 3 | 8.29% | Reducidas |
|
| 121 |
SC US (TTGP)
Menlo Park,
California
| USD 4004 M | +USD 4661 M | 1 | 23.98% | Nuevas |
|
| 122 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 4000 M | +USD 766 M | 17 | 6.09% | Aumentadas |
|
| 123 |
Korea Investment Corp
Seoul,
South Korea
| USD 3965 M | -USD 580 M | 16 | 12.52% | Reducidas |
|
| 124 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 3892 M | -USD 37.2 M | 16 | 9.59% | Reducidas |
|
| 125 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3826 M | -USD 216 M | 12 | 13.64% | Reducidas |
|