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 3973 M | +USD 158 M | 27 | 2.27% | Aumentadas |
|
| 102 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 3873 M | +USD 1416 M | 18 | 12.46% | Aumentadas |
|
| 103 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 3815 M | -USD 38.1 mil M | 11 | 13.69% | Reducidas |
|
| 104 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 3798 M | -USD 84.9 M | 23 | 6.45% | Reducidas |
|
| 105 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 3745 M | +USD 61.4 M | 20 | 11.06% | Aumentadas |
|
| 106 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 3701 M | -USD 106 M | 25 | 9.96% | Reducidas |
|
| 107 |
Fundsmith LLP
London,
United Kingdom
| USD 3659 M | -USD 193 M | 3 | 17.37% | Reducidas |
|
| 108 |
Generation Investment Management
London,
United Kingdom
| USD 3637 M | -USD 167 M | 6 | 21.58% | Reducidas |
|
| 109 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 3592 M | +USD 76.8 M | 21 | 10.05% | Aumentadas |
|
| 110 |
Allianz Asset Management
Munich,
Germany
| USD 3528 M | -USD 6139 M | 18 | 7.17% | Reducidas |
|
| 111 |
APG Asset Management
Amsterdam,
Netherlands
| USD 3441 M | +USD 26.4 M | 16 | 8.88% | Aumentadas |
|
| 112 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 3349 M | -USD 63.4 M | 17 | 10.82% | Reducidas |
|
| 113 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3314 M | -USD 40.2 M | 10 | 5.83% | Reducidas |
|
| 114 |
First Eagle Investment Management
New York
| USD 3279 M | -USD 104 M | 6 | 9.83% | Reducidas |
|
| 115 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 3265 M | -USD 118 M | 3 | 69.82% | Reducidas |
|
| 116 |
Skye Global Management
West Palm Beach,
Florida
| USD 3254 M | -USD 248 M | 3 | 75.78% | Reducidas |
|
| 117 |
D.E. Shaw & Co
New York
| USD 3210 M | -USD 19.1 M | 30 | 3.83% | Reducidas |
|
| 118 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 3203 M | +USD 24.2 M | 27 | 8.25% | Aumentadas |
|
| 119 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 3182 M | -USD 599 M | 27 | 10.1% | Reducidas |
|
| 120 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 3179 M | +USD 62.2 M | 16 | 12.2% | Aumentadas |
|
| 121 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3081 M | +USD 41.3 M | 10 | 13.16% | Aumentadas |
|
| 122 |
Fred Alger Management
New York
| USD 3080 M | -USD 78.3 M | 8 | 15.61% | Reducidas |
|
| 123 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 3067 M | -USD 365 M | 13 | 5.71% | Reducidas |
|
| 124 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3052 M | -USD 92.6 M | 14 | 8.88% | Reducidas |
|
| 125 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 3034 M | +USD 192 M | 28 | 7.93% | Aumentadas |
|