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 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 6566 M | +USD 627 M | 5 | 9.95% | Aumentadas |
|
| 102 |
Corient Private Wealth
Miami,
Florida
| USD 6457 M | +USD 8.77 M | 21 | 11.25% | Aumentadas |
|
| 103 |
Parnassus Investments
San Francisco,
California
| USD 6455 M | -USD 78.7 M | 6 | 14.06% | Reducidas |
|
| 104 |
Victory Capital Management
San Antonio,
Texas
| USD 6372 M | +USD 159 M | 24 | 6.39% | Aumentadas |
|
| 105 |
First Trust Advisors
Wheaton,
Illinois
| USD 6287 M | -USD 54.7 M | 23 | 6.41% | Reducidas |
|
| 106 |
SEI Investments
Oaks,
Pennsylvania
| USD 6155 M | +USD 312 M | 27 | 8.72% | Aumentadas |
|
| 107 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 6149 M | +USD 129 M | 16 | 4.99% | Aumentadas |
|
| 108 |
Fayez Sarofim & Co
Houston,
Texas
| USD 6140 M | +USD 408 M | 6 | 16.57% | Aumentadas |
|
| 109 |
Korea Investment Corp
Seoul,
South Korea
| USD 6114 M | -USD 144 M | 15 | 15.4% | Reducidas |
|
| 110 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 6005 M | -USD 2290 M | 21 | 13.37% | Reducidas |
|
| 111 |
Eagle Capital Management (New York)
New York
| USD 5958 M | -USD 770 M | 6 | 22.09% | Reducidas |
|
| 112 |
Ninety One (UK)
London,
United Kingdom
| USD 5946 M | -USD 139 M | 4 | 16.42% | Reducidas |
|
| 113 |
Sands Capital Management
Arlington,
Virginia
| USD 5798 M | -USD 190 M | 6 | 17.04% | Reducidas |
|
| 114 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 5724 M | +USD 235 M | 21 | 8.51% | Aumentadas |
|
| 115 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 5720 M | +USD 1184 M | 19 | 11.22% | Aumentadas |
|
| 116 |
Natixis Advisors
Boston,
Massachusetts
| USD 5650 M | +USD 380 M | 16 | 12.28% | Aumentadas |
|
| 117 |
Generation Investment Management
London,
United Kingdom
| USD 5628 M | -USD 229 M | 4 | 27.09% | Reducidas |
|
| 118 |
Millennium Management
New York
| USD 5548 M | -USD 375 M | 35 | 2.57% | Reducidas |
|
| 119 |
US Bancorp
Minneapolis,
Minnesota
| USD 5513 M | -USD 13.4 M | 29 | 7.51% | Reducidas |
|
| 120 |
Vontobel Holding
Zurich,
Switzerland
| USD 5509 M | +USD 3930 M | 20 | 17.89% | Aumentadas |
|
| 121 |
Tiger Global Management
New York
| USD 5488 M | USD 0 | 3 | 25.38% | Mantenido |
|
| 122 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 5460 M | -USD 156 M | 3 | 30.43% | Reducidas |
|
| 123 |
BNP Paribas Asset Management
Paris,
France
| USD 5421 M | -USD 412 M | 15 | 14% | Reducidas |
|
| 124 |
Jane Street
New York
| USD 5385 M | +USD 2248 M | 40 | 1.23% | Aumentadas |
|
| 125 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 5280 M | -USD 357 M | 19 | 12.58% | Reducidas |
|