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 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 8539 M | +USD 1562 M | 6 | 28.21% | Aumentadas |
|
| 102 |
Tiger Global Management
New York
| USD 8508 M | +USD 169 M | 4 | 26.29% | Aumentadas |
|
| 103 |
Aviva
London,
United Kingdom
| USD 8454 M | +USD 403 M | 17 | 15.36% | Aumentadas |
|
| 104 |
Natixis Advisors
Boston,
Massachusetts
| USD 8403 M | +USD 230 M | 16 | 12.26% | Aumentadas |
|
| 105 |
Royal London Asset Management
United Kingdom
| USD 8010 M | -USD 107 M | 15 | 17.22% | Reducidas |
|
| 106 |
KBC Group
Brussels,
Belgium
| USD 7968 M | +USD 311 M | 20 | 19.11% | Aumentadas |
|
| 107 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 7834 M | -USD 30.4 M | 16 | 15.28% | Reducidas |
|
| 108 |
Fayez Sarofim & Co
Houston,
Texas
| USD 7808 M | +USD 7.76 M | 7 | 18.11% | Aumentadas |
|
| 109 |
Marshall Wace
London,
United Kingdom
| USD 7784 M | -USD 591 M | 27 | 7.89% | Reducidas |
|
| 110 |
Parnassus Investments
San Francisco,
California
| USD 7544 M | -USD 624 M | 5 | 17.44% | Reducidas |
|
| 111 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 7365 M | +USD 354 M | 23 | 8.92% | Aumentadas |
|
| 112 |
Ninety One (UK)
London,
United Kingdom
| USD 7343 M | -USD 11.5 M | 6 | 15.86% | Reducidas |
|
| 113 |
Korea Investment Corp
Seoul,
South Korea
| USD 7115 M | -USD 55.8 M | 15 | 14.63% | Reducidas |
|
| 114 |
D.E. Shaw & Co
New York
| USD 6986 M | +USD 1410 M | 29 | 3.94% | Aumentadas |
|
| 115 |
Corient Private Wealth
Miami,
Florida
| USD 6845 M | -USD 3263 M | 22 | 10.79% | Reducidas |
|
| 116 |
Danske Bank
Copenhagen K,
Denmark
| USD 6826 M | -USD 675 M | 19 | 16.98% | Reducidas |
|
| 117 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 6692 M | -USD 374 M | 15 | 5.28% | Reducidas |
|
| 118 |
US Bancorp
Minneapolis,
Minnesota
| USD 6679 M | -USD 70.8 M | 30 | 7.92% | Reducidas |
|
| 119 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 6534 M | +USD 3738 M | 2 | 2.44% | Aumentadas |
|
| 120 |
Jane Street
New York
| USD 6492 M | +USD 3002 M | 39 | 0.99% | Aumentadas |
|
| 121 |
Eagle Capital Management (New York)
New York
| USD 6408 M | -USD 63.3 M | 6 | 20.39% | Reducidas |
|
| 122 |
Fred Alger Management
New York
| USD 6398 M | +USD 411 M | 15 | 24.9% | Aumentadas |
|
| 123 |
HighTower Advisors
Chicago,
Illinois
| USD 6380 M | +USD 76.6 M | 28 | 7.24% | Aumentadas |
|
| 124 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 6370 M | -USD 546 M | 9 | 17.97% | Reducidas |
|
| 125 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 6305 M | +USD 128 M | 17 | 10.14% | Aumentadas |
|