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 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 3671 M | +USD 447 M | 17 | 6.74% | Aumentadas |
|
| 127 |
First Eagle Investment Management
New York
| USD 3647 M | -USD 139 M | 5 | 10.27% | Reducidas |
|
| 128 |
Axa
Paris,
France
| USD 3564 M | +USD 41.8 M | 19 | 11.19% | Aumentadas |
|
| 129 |
ProShare Advisors
Bethesda,
Maryland
| USD 3564 M | +USD 195 M | 22 | 13.26% | Aumentadas |
|
| 130 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 3502 M | +USD 2845 M | 5 | 32.4% | Aumentadas |
|
| 131 |
Temasek Holdings
Singapore
| USD 3500 M | +USD 176 M | 5 | 15.03% | Aumentadas |
|
| 132 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3461 M | -USD 475 M | 13 | 8.01% | Reducidas |
|
| 133 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 3461 M | USD 0 | 2 | 1.28% | Mantenido |
|
| 134 |
Alkeon Capital Management
New York
| USD 3409 M | +USD 349 M | 7 | 5.55% | Aumentadas |
|
| 135 |
Egerton Capital (UK)
London,
United Kingdom
| USD 3405 M | +USD 114 M | 4 | 19.28% | Aumentadas |
|
| 136 |
Jackson Square Partners
Larkspur,
California
| USD 3400 M | -USD 211 M | 5 | 13.56% | Reducidas |
|
| 137 |
Veritas Asset Management
London,
United Kingdom
| USD 3356 M | +USD 700 M | 3 | 20.03% | Aumentadas |
|
| 138 |
Acadian Asset Management
Boston,
Massachusetts
| USD 3343 M | +USD 196 M | 22 | 12.93% | Aumentadas |
|
| 139 |
Jane Street
New York
| USD 3267 M | -USD 136 M | 30 | 1.64% | Reducidas |
|
| 140 |
D1 Capital Partners
New York
| USD 3263 M | +USD 1234 M | 4 | 15.4% | Aumentadas |
|
| 141 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 3225 M | +USD 106 M | 19 | 12.11% | Aumentadas |
|
| 142 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 3194 M | -USD 162 M | 24 | 4.67% | Reducidas |
|
| 143 |
US Bancorp
Minneapolis,
Minnesota
| USD 3178 M | +USD 24.9 M | 23 | 6.84% | Aumentadas |
|
| 144 |
Vontobel Asset Management
New York
| USD 3169 M | -USD 1156 M | 4 | 18.73% | Reducidas |
|
| 145 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 3164 M | +USD 80.9 M | 5 | 33.89% | Aumentadas |
|
| 146 |
Natixis
Paris,
France
| USD 3113 M | +USD 1782 M | 17 | 11.31% | Aumentadas |
|
| 147 |
Fayez Sarofim & Co
Houston,
Texas
| USD 3090 M | +USD 7.14 M | 8 | 11.87% | Aumentadas |
|
| 148 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 3081 M | +USD 438 M | 13 | 13.42% | Aumentadas |
|
| 149 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 3079 M | -USD 105 M | 22 | 14.92% | Reducidas |
|
| 150 |
Royal London Asset Management
United Kingdom
| USD 3078 M | +USD 33.3 M | 14 | 16.16% | Aumentadas |
|