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 |
SEI Investments
Oaks,
Pennsylvania
| USD 5848 M | +USD 32.4 M | 23 | 7.53% | Aumentadas |
|
| 102 |
Fayez Sarofim & Co
Houston,
Texas
| USD 5838 M | -USD 83.2 M | 7 | 14.52% | Reducidas |
|
| 103 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 5718 M | -USD 281 M | 16 | 13.19% | Reducidas |
|
| 104 |
Victory Capital Management
San Antonio,
Texas
| USD 5590 M | -USD 87.9 M | 24 | 5.72% | Reducidas |
|
| 105 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 5510 M | -USD 1124 M | 5 | 21.98% | Reducidas |
|
| 106 |
Aviva
London,
United Kingdom
| USD 5438 M | +USD 749 M | 17 | 13.12% | Aumentadas |
|
| 107 |
Corient Private Wealth
Miami,
Florida
| USD 5376 M | -USD 352 M | 18 | 8.78% | Reducidas |
|
| 108 |
Eagle Capital Management (New York)
New York
| USD 5350 M | +USD 175 M | 6 | 19.51% | Aumentadas |
|
| 109 |
Korea Investment Corp
Seoul,
South Korea
| USD 5327 M | +USD 81.7 M | 15 | 12.91% | Aumentadas |
|
| 110 |
Natixis Advisors
Boston,
Massachusetts
| USD 5292 M | -USD 126 M | 17 | 9.78% | Reducidas |
|
| 111 |
AQR Capital Management
Greenwich,
Connecticut
| USD 5273 M | +USD 868 M | 26 | 5.43% | Aumentadas |
|
| 112 |
Tiger Global Management
New York
| USD 5190 M | +USD 403 M | 3 | 19.52% | Aumentadas |
|
| 113 |
Ninety One (UK)
London,
United Kingdom
| USD 5037 M | +USD 294 M | 3 | 14.01% | Aumentadas |
|
| 114 |
Danske Bank
Copenhagen K,
Denmark
| USD 5003 M | +USD 441 M | 20 | 15.28% | Aumentadas |
|
| 115 |
ProShare Advisors
Bethesda,
Maryland
| USD 4926 M | +USD 488 M | 21 | 11.12% | Aumentadas |
|
| 116 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 4892 M | -USD 374 M | 21 | 6.96% | Reducidas |
|
| 117 |
US Bancorp
Minneapolis,
Minnesota
| USD 4877 M | -USD 38.7 M | 30 | 6.52% | Reducidas |
|
| 118 |
KBC Group
Brussels,
Belgium
| USD 4723 M | -USD 833 M | 20 | 14.66% | Reducidas |
|
| 119 |
DnB Asset Management
Oslo,
Norway
| USD 4689 M | +USD 302 M | 15 | 21.61% | Aumentadas |
|
| 120 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 4682 M | +USD 483 M | 10 | 14.76% | Aumentadas |
|
| 121 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 4635 M | -USD 563 M | 13 | 4.21% | Reducidas |
|
| 122 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 4625 M | -USD 1664 M | 18 | 10.38% | Reducidas |
|
| 123 |
Coatue Management
New York
| USD 4621 M | +USD 568 M | 5 | 20.37% | Aumentadas |
|
| 124 |
Sands Capital Management
Arlington,
Virginia
| USD 4532 M | -USD 845 M | 6 | 15.42% | Reducidas |
|
| 125 |
HighTower Advisors
Chicago,
Illinois
| USD 4531 M | -USD 185 M | 25 | 6.15% | Reducidas |
|