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 |
Stifel Financial
St. Louis,
Missouri
| USD 5462 M | +USD 50.2 M | 26 | 7.45% | Aumentadas |
|
| 102 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 5454 M | -USD 415 M | 18 | 13.95% | Reducidas |
|
| 103 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 5452 M | +USD 5.7 M | 6 | 5.47% | Aumentadas |
|
| 104 |
Russell Investments Group
London,
United Kingdom
| USD 5444 M | -USD 312 M | 26 | 9.47% | Reducidas |
|
| 105 |
Ninety One (UK)
London,
United Kingdom
| USD 5334 M | -USD 202 M | 6 | 13.59% | Reducidas |
|
| 106 |
Fundsmith LLP
London,
United Kingdom
| USD 5252 M | -USD 1270 M | 3 | 18.04% | Reducidas |
|
| 107 |
First Eagle Investment Management
New York
| USD 5230 M | +USD 63.1 M | 6 | 12.81% | Aumentadas |
|
| 108 |
Victory Capital Management
San Antonio,
Texas
| USD 5224 M | +USD 92.6 M | 26 | 5.23% | Aumentadas |
|
| 109 |
Envestnet Asset Management
Chicago,
Illinois
| USD 5110 M | +USD 249 M | 24 | 2.57% | Aumentadas |
|
| 110 |
Fred Alger Management
New York
| USD 5104 M | -USD 160 M | 11 | 16.31% | Reducidas |
|
| 111 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 5101 M | +USD 94 M | 17 | 12.01% | Aumentadas |
|
| 112 |
Parnassus Investments
San Francisco,
California
| USD 5073 M | +USD 352 M | 3 | 10.28% | Aumentadas |
|
| 113 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 4996 M | +USD 236 M | 22 | 12.19% | Aumentadas |
|
| 114 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
| USD 4912 M | +USD 182 M | 24 | 5.56% | Aumentadas |
|
| 115 |
APG Asset Management
Amsterdam,
Netherlands
| USD 4899 M | -USD 756 M | 17 | 9.26% | Reducidas |
|
| 116 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 4883 M | +USD 443 M | 16 | 6.94% | Aumentadas |
|
| 117 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 4873 M | -USD 232 M | 8 | 6.43% | Reducidas |
|
| 118 |
D.E. Shaw & Co
New York
| USD 4797 M | +USD 53.1 M | 32 | 4.49% | Aumentadas |
|
| 119 |
Silver Lake Group
Menlo Park,
California
| USD 4790 M | USD 0 | 2 | 26.35% | Mantenido |
|
| 120 |
Skye Global Management
West Palm Beach,
Florida
| USD 4732 M | +USD 747 M | 3 | 77.07% | Aumentadas |
|
| 121 |
Egerton Capital (UK)
London,
United Kingdom
| USD 4729 M | +USD 35.6 M | 3 | 24.92% | Aumentadas |
|
| 122 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 4691 M | +USD 747 M | 20 | 9.84% | Aumentadas |
|
| 123 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 4665 M | -USD 149 M | 22 | 10.65% | Reducidas |
|
| 124 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 4649 M | +USD 1459 M | 39 | 0.8% | Aumentadas |
|
| 125 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 4597 M | +USD 33 M | 4 | 66.38% | Aumentadas |
|