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 6306 M | -USD 58.9 M | 23 | 6.01% | Reducidas |
|
| 102 |
Corient Private Wealth
Miami,
Florida
| USD 6288 M | +USD 104 M | 21 | 9.81% | Aumentadas |
|
| 103 |
Fayez Sarofim & Co
Houston,
Texas
| USD 6161 M | +USD 305 M | 6 | 15.66% | Aumentadas |
|
| 104 |
SEI Investments
Oaks,
Pennsylvania
| USD 6065 M | +USD 95.8 M | 26 | 7.88% | Aumentadas |
|
| 105 |
Victory Capital Management
San Antonio,
Texas
| USD 6041 M | -USD 95.7 M | 23 | 5.82% | Reducidas |
|
| 106 |
KBC Group
Brussels,
Belgium
| USD 5861 M | -USD 430 M | 20 | 17.71% | Reducidas |
|
| 107 |
Korea Investment Corp
Seoul,
South Korea
| USD 5756 M | -USD 126 M | 15 | 13.66% | Reducidas |
|
| 108 |
Natixis Advisors
Boston,
Massachusetts
| USD 5690 M | +USD 197 M | 16 | 11.1% | Aumentadas |
|
| 109 |
Eagle Capital Management (New York)
New York
| USD 5451 M | -USD 196 M | 6 | 20.25% | Reducidas |
|
| 110 |
Generation Investment Management
London,
United Kingdom
| USD 5383 M | -USD 147 M | 4 | 25.14% | Reducidas |
|
| 111 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 5322 M | +USD 879 M | 14 | 10.58% | Aumentadas |
|
| 112 |
US Bancorp
Minneapolis,
Minnesota
| USD 5308 M | -USD 10.3 M | 30 | 6.82% | Reducidas |
|
| 113 |
Sands Capital Management
Arlington,
Virginia
| USD 5246 M | -USD 252 M | 6 | 15.92% | Reducidas |
|
| 114 |
AustralianSuper
Melbourne,
Australia
| USD 5233 M | +USD 1282 M | 8 | 26.08% | Aumentadas |
|
| 115 |
Tiger Global Management
New York
| USD 5205 M | +USD 17.2 M | 3 | 22.21% | Aumentadas |
|
| 116 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 5200 M | -USD 381 M | 21 | 7.24% | Reducidas |
|
| 117 |
BNP Paribas Asset Management
Paris,
France
| USD 5178 M | +USD 3.61 M | 14 | 12.83% | Aumentadas |
|
| 118 |
Aviva
London,
United Kingdom
| USD 5172 M | +USD 175 M | 16 | 13.4% | Aumentadas |
|
| 119 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 5117 M | -USD 347 M | 16 | 10.31% | Reducidas |
|
| 120 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 5114 M | -USD 41.1 M | 3 | 28.14% | Reducidas |
|
| 121 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 5092 M | -USD 932 M | 11 | 3.87% | Reducidas |
|
| 122 |
AQR Capital Management
Greenwich,
Connecticut
| USD 4964 M | -USD 115 M | 25 | 6.85% | Reducidas |
|
| 123 |
Ninety One (UK)
London,
United Kingdom
| USD 4954 M | -USD 684 M | 3 | 13.22% | Reducidas |
|
| 124 |
Vontobel Holding
Zurich,
Switzerland
| USD 4952 M | -USD 314 M | 21 | 15.98% | Reducidas |
|
| 125 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 4948 M | -USD 152 M | 19 | 11.29% | Reducidas |
|