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 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 2303 M | -USD 10 M | 20 | 9.39% | Reducidas |
|
| 127 |
William Blair Investment Management
Chicago,
Illinois
| USD 2255 M | -USD 16.4 M | 8 | 8.39% | Reducidas |
|
| 128 |
Korea Investment Corp
Seoul,
South Korea
| USD 2215 M | -USD 64.4 M | 12 | 10.09% | Reducidas |
|
| 129 |
Citadel Advisors
Miami,
Florida
| USD 2202 M | +USD 811 M | 22 | 1.08% | Aumentadas |
|
| 130 |
Citigroup
New York
| USD 2201 M | -USD 175 M | 23 | 2.02% | Reducidas |
|
| 131 |
Renaissance Technologies
New York
| USD 2168 M | -USD 237 M | 13 | 2.36% | Reducidas |
|
| 132 |
Private Advisor Group
Morristown,
New Jersey
| USD 2167 M | +USD 2011 M | 12 | 35.54% | Aumentadas |
|
| 133 |
Axa
Paris,
France
| USD 2165 M | +USD 118 M | 14 | 8.3% | Aumentadas |
|
| 134 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 2148 M | +USD 113 M | 14 | 20.36% | Aumentadas |
|
| 135 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 2129 M | +USD 108 M | 11 | 9.63% | Aumentadas |
|
| 136 |
Brown Brothers Harriman & Co
New York
| USD 2097 M | -USD 314 M | 10 | 12.87% | Reducidas |
|
| 137 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2076 M | -USD 496 M | 12 | 14.74% | Reducidas |
|
| 138 |
Los Angeles Capital Management
Los Angeles,
California
| USD 2072 M | -USD 38.8 M | 13 | 11.46% | Reducidas |
|
| 139 |
Vontobel Asset Management
New York
| USD 2068 M | -USD 532 M | 5 | 15.36% | Reducidas |
|
| 140 |
STRS Ohio
Columbus,
Ohio
| USD 2034 M | -USD 39.8 M | 19 | 8.76% | Reducidas |
|
| 141 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1968 M | +USD 189 M | 3 | 15.05% | Aumentadas |
|
| 142 |
First Pacific Advisors
El Segundo,
California
| USD 1966 M | -USD 316 M | 6 | 14.12% | Reducidas |
|
| 143 |
Two Sigma Advisers
New York
| USD 1941 M | +USD 787 M | 20 | 5.22% | Aumentadas |
|
| 144 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 1903 M | +USD 205 M | 10 | 6.45% | Aumentadas |
|
| 145 |
Veritas Asset Management
London,
United Kingdom
| USD 1901 M | -USD 64.6 M | 4 | 15.6% | Reducidas |
|
| 146 |
Coatue Management
New York
| USD 1841 M | -USD 261 M | 3 | 15.47% | Reducidas |
|
| 147 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 1814 M | -USD 421 M | 4 | 17.32% | Reducidas |
|
| 148 |
SEI Investments
Oaks,
Pennsylvania
| USD 1801 M | +USD 543 M | 20 | 6.12% | Aumentadas |
|
| 149 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 1748 M | -USD 20.8 M | 12 | 8.57% | Reducidas |
|
| 150 |
Melvin Capital Management
New York
| USD 1748 M | +USD 635 M | 5 | 15.79% | Aumentadas |
|