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 | |
|---|---|---|---|---|---|---|---|
| 126 |
Pzena Investment Management
New York
| USD 1151 M | -USD 424 M | 3 | 6.72% | Reducidas |
|
| 127 |
Natixis
Paris,
France
| USD 1146 M | +USD 65 M | 7 | 9.83% | Aumentadas |
|
| 128 |
abrdn Investment Management
Edinburgh,
United Kingdom
| USD 1135 M | +USD 21.3 M | 8 | 6.01% | Aumentadas |
|
| 129 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 1133 M | +USD 36.1 M | 4 | 22.15% | Aumentadas |
|
| 130 |
United Services Automobile Association
San Antonio,
Texas
| USD 1130 M | -USD 157 M | 11 | 4.49% | Reducidas |
|
| 131 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 1127 M | -USD 65.7 M | 3 | 8.38% | Reducidas |
|
| 132 |
Fred Alger Management
New York
| USD 1120 M | -USD 204 M | 7 | 5.71% | Reducidas |
|
| 133 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 1110 M | -USD 82.9 M | 4 | 14.17% | Reducidas |
|
| 134 |
Ruane, Cunniff & Goldfarb
New York
| USD 1091 M | -USD 21.9 M | 4 | 6.07% | Reducidas |
|
| 135 |
D.E. Shaw & Co
New York
| USD 1077 M | -USD 272 M | 11 | 1.47% | Reducidas |
|
| 136 |
Marsico Capital Management
Denver,
Colorado
| USD 1045 M | +USD 48.8 M | 3 | 7.4% | Aumentadas |
|
| 137 |
William Blair & Company
Chicago,
Illinois
| USD 1023 M | +USD 138 M | 12 | 1.69% | Aumentadas |
|
| 138 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 1018 M | +USD 36.7 M | 10 | 3.62% | Aumentadas |
|
| 139 |
Capital Guardian Trust
Los Angeles,
California
| USD 1001 M | +USD 16 M | 7 | 6.6% | Aumentadas |
|
| 140 |
Harding Loevner
Bridgewater,
New Jersey
| USD 993 M | -USD 51 M | 4 | 7.68% | Reducidas |
|
| 141 |
Edgewood Management
Greenwich,
Connecticut
| USD 990 M | -USD 7.15 M | 3 | 11.07% | Reducidas |
|
| 142 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 976 M | +USD 33.5 M | 8 | 5.79% | Aumentadas |
|
| 143 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 972 M | +USD 83.4 M | 8 | 5.92% | Aumentadas |
|
| 144 |
AQR Capital Management
Greenwich,
Connecticut
| USD 969 M | +USD 161 M | 12 | 2.89% | Aumentadas |
|
| 145 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 961 M | -USD 8.43 M | 10 | 5.14% | Reducidas |
|
| 146 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 953 M | +USD 326 M | 1 | 4.1% | Aumentadas |
|
| 147 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 948 M | -USD 29.7 M | 8 | 7.59% | Reducidas |
|
| 148 |
Calamos Advisors
Naperville,
Illinois
| USD 925 M | -USD 71.8 M | 9 | 5.88% | Reducidas |
|
| 149 |
ING Group
Amsterdam,
Netherlands
| USD 914 M | -USD 199 M | 8 | 4.6% | Reducidas |
|
| 150 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 906 M | +USD 3.51 M | 8 | 6.62% | Aumentadas |
|