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 |
First Trust Advisors
Wheaton,
Illinois
| USD 4368 M | +USD 178 M | 26 | 5.04% | Aumentadas |
|
| 102 |
Flossbach Von Storch
Cologne,
Germany
| USD 4360 M | +USD 306 M | 6 | 18.34% | Aumentadas |
|
| 103 |
Sands Capital Management
Arlington,
Virginia
| USD 4350 M | +USD 90.2 M | 6 | 14.33% | Aumentadas |
|
| 104 |
Fundsmith LLP
London,
United Kingdom
| USD 4095 M | +USD 453 k | 3 | 17.67% | Aumentadas |
|
| 105 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 4067 M | +USD 501 M | 19 | 6.63% | Aumentadas |
|
| 106 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 4060 M | +USD 95.8 M | 15 | 5.91% | Aumentadas |
|
| 107 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
| USD 4043 M | +USD 469 M | 24 | 5.05% | Aumentadas |
|
| 108 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 4027 M | +USD 12.5 M | 20 | 9.8% | Aumentadas |
|
| 109 |
Korea Investment Corp
Seoul,
South Korea
| USD 4019 M | -USD 28.2 M | 16 | 11.7% | Reducidas |
|
| 110 |
ProShare Advisors
Bethesda,
Maryland
| USD 3923 M | +USD 303 M | 18 | 11.99% | Aumentadas |
|
| 111 |
Tiger Global Management
New York
| USD 3920 M | +USD 622 M | 6 | 35.65% | Aumentadas |
|
| 112 |
Quilter Plc
London,
United Kingdom
| USD 3916 M | +USD 4.46 M | 7 | 15.03% | Aumentadas |
|
| 113 |
Allianz Asset Management
Munich,
Germany
| USD 3892 M | -USD 2.22 M | 22 | 6.9% | Reducidas |
|
| 114 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 3879 M | -USD 706 M | 18 | 13.77% | Reducidas |
|
| 115 |
Generation Investment Management
London,
United Kingdom
| USD 3834 M | -USD 12.3 M | 4 | 20.42% | Reducidas |
|
| 116 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 3768 M | +USD 186 M | 20 | 5.96% | Aumentadas |
|
| 117 |
Allspring Global Investments
Charlotte,
North Carolina
| USD 3765 M | -USD 417 M | 26 | 6.23% | Reducidas |
|
| 118 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 3734 M | +USD 3265 M | 4 | 9.77% | Aumentadas |
|
| 119 |
First Eagle Investment Management
New York
| USD 3643 M | +USD 72.6 M | 4 | 9.63% | Aumentadas |
|
| 120 |
Royal London Asset Management
United Kingdom
| USD 3625 M | -USD 1.47 M | 15 | 14.52% | Reducidas |
|
| 121 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 3561 M | +USD 16.2 M | 16 | 7.88% | Aumentadas |
|
| 122 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 3537 M | +USD 193 M | 19 | 9.64% | Aumentadas |
|
| 123 |
US Bancorp
Minneapolis,
Minnesota
| USD 3511 M | -USD 47.4 M | 32 | 5.93% | Reducidas |
|
| 124 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 3485 M | +USD 160 M | 25 | 10.37% | Aumentadas |
|
| 125 |
LPL Financial
San Diego,
California
| USD 3462 M | +USD 112 M | 30 | 2.69% | Aumentadas |
|