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 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2233 M | +USD 115 M | 4 | 11.17% | Aumentadas |
|
| 127 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 2217 M | -USD 51 M | 11 | 9.85% | Reducidas |
|
| 128 |
BNP Paribas Financial Markets
Paris,
France
| USD 2214 M | -USD 352 M | 19 | 4.15% | Reducidas |
|
| 129 |
Citigroup
New York
| USD 2208 M | +USD 333 M | 22 | 1.82% | Aumentadas |
|
| 130 |
First Pacific Advisors
El Segundo,
California
| USD 2204 M | -USD 90.2 M | 5 | 16.79% | Reducidas |
|
| 131 |
Bessemer Group
Woodbridge,
New Jersey
| USD 2173 M | -USD 12.8 M | 13 | 8.46% | Reducidas |
|
| 132 |
William Blair Investment Management
Chicago,
Illinois
| USD 2168 M | +USD 170 M | 8 | 8.28% | Aumentadas |
|
| 133 |
Renaissance Technologies
New York
| USD 2136 M | +USD 263 M | 18 | 2.34% | Aumentadas |
|
| 134 |
Korea Investment Corp
Seoul,
South Korea
| USD 2108 M | -USD 28.8 M | 12 | 9.78% | Reducidas |
|
| 135 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 2103 M | -USD 96.1 M | 20 | 9.14% | Reducidas |
|
| 136 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 2003 M | -USD 149 M | 3 | 20.86% | Reducidas |
|
| 137 |
Coatue Management
New York
| USD 1941 M | -USD 727 M | 4 | 16.03% | Reducidas |
|
| 138 |
Los Angeles Capital Management
Los Angeles,
California
| USD 1925 M | +USD 9.8 M | 12 | 10.91% | Aumentadas |
|
| 139 |
Axa
Paris,
France
| USD 1904 M | +USD 82.7 M | 15 | 7.6% | Aumentadas |
|
| 140 |
STRS Ohio
Columbus,
Ohio
| USD 1903 M | -USD 56 M | 16 | 8.42% | Reducidas |
|
| 141 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 1870 M | +USD 129 M | 14 | 19.23% | Aumentadas |
|
| 142 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 1864 M | +USD 34 M | 11 | 9.24% | Aumentadas |
|
| 143 |
Veritas Asset Management
London,
United Kingdom
| USD 1858 M | -USD 123 M | 4 | 15.04% | Reducidas |
|
| 144 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1681 M | +USD 149 M | 3 | 13.68% | Aumentadas |
|
| 145 |
ProShare Advisors
Bethesda,
Maryland
| USD 1665 M | +USD 295 M | 17 | 10.85% | Aumentadas |
|
| 146 |
Independent Franchise Partners
London,
United Kingdom
| USD 1632 M | -USD 226 M | 2 | 14.49% | Reducidas |
|
| 147 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 1623 M | -USD 35.2 M | 12 | 8.02% | Reducidas |
|
| 148 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 1609 M | -USD 355 M | 9 | 5.93% | Reducidas |
|
| 149 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 1605 M | +USD 30.6 M | 2 | 12.93% | Aumentadas |
|
| 150 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 1575 M | -USD 68.5 M | 16 | 10.46% | Reducidas |
|