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 |
Eagle Capital Management (New York)
New York
| USD 6125 M | -USD 419 M | 6 | 23.69% | Reducidas |
|
| 102 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 6119 M | +USD 581 M | 19 | 13.3% | Aumentadas |
|
| 103 |
D.E. Shaw & Co
New York
| USD 5903 M | -USD 242 M | 31 | 5.05% | Reducidas |
|
| 104 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 5856 M | -USD 260 M | 34 | 1.02% | Reducidas |
|
| 105 |
Corient Private Wealth
Miami,
Florida
| USD 5837 M | -USD 85.4 M | 21 | 10.39% | Reducidas |
|
| 106 |
Parnassus Investments
San Francisco,
California
| USD 5809 M | -USD 772 M | 6 | 12.42% | Reducidas |
|
| 107 |
Sands Capital Management
Arlington,
Virginia
| USD 5809 M | -USD 646 M | 6 | 16.25% | Reducidas |
|
| 108 |
Korea Investment Corp
Seoul,
South Korea
| USD 5722 M | -USD 225 M | 14 | 14.52% | Reducidas |
|
| 109 |
Victory Capital Management
San Antonio,
Texas
| USD 5687 M | -USD 2.15 M | 26 | 5.55% | Reducidas |
|
| 110 |
Generation Investment Management
London,
United Kingdom
| USD 5642 M | -USD 470 M | 4 | 25.75% | Reducidas |
|
| 111 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 5626 M | -USD 299 M | 15 | 3.33% | Reducidas |
|
| 112 |
Ninety One (UK)
London,
United Kingdom
| USD 5557 M | +USD 516 M | 4 | 15.6% | Aumentadas |
|
| 113 |
Millennium Management
New York
| USD 5528 M | -USD 1048 M | 32 | 2.36% | Reducidas |
|
| 114 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 5500 M | -USD 2859 M | 2 | 8.85% | Reducidas |
|
| 115 |
SEI Investments
Oaks,
Pennsylvania
| USD 5341 M | +USD 126 M | 26 | 7.83% | Aumentadas |
|
| 116 |
BNP Paribas Asset Management
Paris,
France
| USD 5337 M | -USD 127 M | 14 | 14.19% | Reducidas |
|
| 117 |
Fayez Sarofim & Co
Houston,
Texas
| USD 5232 M | -USD 28.1 M | 7 | 15.59% | Reducidas |
|
| 118 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 5203 M | -USD 312 M | 21 | 11.92% | Reducidas |
|
| 119 |
Los Angeles Capital Management
Los Angeles,
California
| USD 5182 M | -USD 110 M | 17 | 17.7% | Reducidas |
|
| 120 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 5179 M | +USD 1416 M | 26 | 11.24% | Aumentadas |
|
| 121 |
Danske Bank
Copenhagen K,
Denmark
| USD 5179 M | +USD 4920 M | 22 | 16.25% | Nuevas |
|
| 122 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 5128 M | +USD 350 M | 21 | 12% | Aumentadas |
|
| 123 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 5047 M | -USD 112 M | 3 | 28.86% | Reducidas |
|
| 124 |
KBC Group
Brussels,
Belgium
| USD 5037 M | +USD 200 M | 22 | 16% | Aumentadas |
|
| 125 |
US Bancorp
Minneapolis,
Minnesota
| USD 5036 M | -USD 26.8 M | 28 | 7.02% | Reducidas |
|