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 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 1659 M | +USD 1613 M | 10 | 6.08% | Nuevas |
|
| 127 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 1652 M | +USD 204 M | 11 | 7.52% | Aumentadas |
|
| 128 |
Generation Investment Management
London,
United Kingdom
| USD 1638 M | -USD 9.7 M | 3 | 17.93% | Reducidas |
|
| 129 |
abrdn Investment Management
Edinburgh,
United Kingdom
| USD 1636 M | -USD 46.8 M | 6 | 5.41% | Reducidas |
|
| 130 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 1606 M | -USD 102 M | 10 | 6.95% | Reducidas |
|
| 131 |
STRS Ohio
Columbus,
Ohio
| USD 1556 M | -USD 43.3 M | 14 | 6.74% | Reducidas |
|
| 132 |
Citadel Advisors
Miami,
Florida
| USD 1531 M | +USD 469 M | 19 | 1.4% | Aumentadas |
|
| 133 |
ValueAct Holdings
San Francisco,
California
| USD 1516 M | -USD 1001 M | 1 | 12.69% | Reducidas |
|
| 134 |
Janus Henderson Group
London,
| USD 1512 M | +USD 61.1 M | 12 | 10.61% | Aumentadas |
|
| 135 |
Epoch Investment Partners
New York
| USD 1511 M | -USD 164 M | 5 | 5.04% | Reducidas |
|
| 136 |
Citigroup
New York
| USD 1499 M | -USD 406 M | 21 | 1.34% | Reducidas |
|
| 137 |
Raymond James & Associates
St Petersburg,
Florida
| USD 1467 M | +USD 88.4 M | 15 | 3.41% | Aumentadas |
|
| 138 |
Independent Franchise Partners
London,
United Kingdom
| USD 1466 M | -USD 65.2 M | 2 | 14% | Reducidas |
|
| 139 |
Korea Investment Corp
Seoul,
South Korea
| USD 1465 M | -USD 192 M | 11 | 7.27% | Reducidas |
|
| 140 |
Westpac Banking Corp
Sydney,
Australia
| USD 1460 M | +USD 61.2 M | 12 | 11.7% | Aumentadas |
|
| 141 |
Yacktman Asset Management
Austin,
Texas
| USD 1453 M | -USD 149 M | 3 | 13.57% | Reducidas |
|
| 142 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| USD 1435 M | +USD 23.8 M | 14 | 5.1% | Aumentadas |
|
| 143 |
SEI Investments
Oaks,
Pennsylvania
| USD 1354 M | +USD 44.8 M | 15 | 5.93% | Aumentadas |
|
| 144 |
Axa
Paris,
France
| USD 1333 M | -USD 126 M | 12 | 6.02% | Reducidas |
|
| 145 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 1319 M | -USD 43 M | 9 | 4.72% | Reducidas |
|
| 146 |
Renaissance Technologies
New York
| USD 1310 M | +USD 376 M | 13 | 1.83% | Aumentadas |
|
| 147 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 1298 M | -USD 31.9 M | 10 | 7.16% | Reducidas |
|
| 148 |
Coatue Management
New York
| USD 1287 M | -USD 51.7 M | 6 | 12.4% | Reducidas |
|
| 149 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 1286 M | -USD 470 M | 18 | 0.65% | Reducidas |
|
| 150 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 1265 M | +USD 2.17 M | 7 | 7.94% | Aumentadas |
|