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 |
Envestnet Asset Management
Chicago,
Illinois
| USD 4131 M | +USD 180 M | 25 | 2.31% | Aumentadas |
|
| 102 |
BNP Paribas Financial Markets
Paris,
France
| USD 4073 M | +USD 888 M | 24 | 6.36% | Aumentadas |
|
| 103 |
Parnassus Investments
San Francisco,
California
| USD 4052 M | -USD 68.3 M | 2 | 9.68% | Reducidas |
|
| 104 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 3973 M | -USD 283 M | 27 | 10.38% | Reducidas |
|
| 105 |
Generation Investment Management
London,
United Kingdom
| USD 3946 M | +USD 1134 M | 6 | 21.51% | Aumentadas |
|
| 106 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 3914 M | +USD 76.6 M | 23 | 11.38% | Aumentadas |
|
| 107 |
ProShare Advisors
Bethesda,
Maryland
| USD 3889 M | -USD 1948 M | 24 | 12.9% | Reducidas |
|
| 108 |
First Eagle Investment Management
New York
| USD 3847 M | -USD 528 M | 5 | 10.86% | Reducidas |
|
| 109 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 3763 M | +USD 239 M | 21 | 9.62% | Aumentadas |
|
| 110 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3761 M | -USD 108 M | 8 | 6.35% | Reducidas |
|
| 111 |
Magellan Asset Management
Sydney,
Australia
| USD 3737 M | -USD 780 M | 5 | 20.4% | Reducidas |
|
| 112 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 3709 M | +USD 512 M | 27 | 9.43% | Aumentadas |
|
| 113 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 3702 M | -USD 351 M | 17 | 11.5% | Reducidas |
|
| 114 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 3694 M | -USD 1335 M | 4 | 19.74% | Reducidas |
|
| 115 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 3689 M | -USD 221 M | 14 | 6.46% | Reducidas |
|
| 116 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 3636 M | +USD 1650 M | 3 | 8.92% | Aumentadas |
|
| 117 |
Skye Global Management
West Palm Beach,
Florida
| USD 3558 M | +USD 103 M | 3 | 76.97% | Aumentadas |
|
| 118 |
D.E. Shaw & Co
New York
| USD 3460 M | -USD 80.7 M | 32 | 4.06% | Reducidas |
|
| 119 |
Ninety One (UK)
London,
United Kingdom
| USD 3411 M | -USD 932 M | 5 | 10.14% | Reducidas |
|
| 120 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
| USD 3409 M | -USD 396 M | 22 | 4.74% | Reducidas |
|
| 121 |
Fred Alger Management
New York
| USD 3401 M | -USD 600 M | 9 | 15.88% | Reducidas |
|
| 122 |
APG Asset Management
Amsterdam,
Netherlands
| USD 3393 M | -USD 636 M | 16 | 7.95% | Reducidas |
|
| 123 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 3393 M | -USD 1455 M | 18 | 12.58% | Reducidas |
|
| 124 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3393 M | -USD 68.2 M | 14 | 9.34% | Reducidas |
|
| 125 |
Fundsmith LLP
London,
United Kingdom
| USD 3335 M | +USD 2.63 M | 3 | 14.72% | Aumentadas |
|