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 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3808 M | -USD 134 M | 8 | 16.66% | Reducidas |
|
| 127 |
Veritas Asset Management
London,
United Kingdom
| USD 3796 M | +USD 84.5 M | 3 | 20.79% | Aumentadas |
|
| 128 |
Parnassus Investments
San Francisco,
California
| USD 3774 M | -USD 81.6 M | 3 | 9.16% | Reducidas |
|
| 129 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 3763 M | -USD 157 M | 10 | 8.13% | Reducidas |
|
| 130 |
Axa
Paris,
France
| USD 3752 M | +USD 957 k | 17 | 11.41% | Aumentadas |
|
| 131 |
Viking Global Investors
Stamford,
Connecticut
| USD 3661 M | -USD 1147 M | 5 | 10.9% | Reducidas |
|
| 132 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3661 M | +USD 1055 M | 4 | 13.3% | Aumentadas |
|
| 133 |
Soroban Capital Partners
New York
| USD 3648 M | -USD 291 M | 5 | 31.23% | Reducidas |
|
| 134 |
Jane Street
New York
| USD 3631 M | +USD 370 M | 30 | 1.8% | Aumentadas |
|
| 135 |
Temasek Holdings
Singapore
| USD 3608 M | +USD 246 M | 5 | 14.14% | Aumentadas |
|
| 136 |
Millennium Management
New York
| USD 3606 M | -USD 2361 M | 34 | 2.58% | Reducidas |
|
| 137 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 3549 M | +USD 237 M | 21 | 11.78% | Aumentadas |
|
| 138 |
Acadian Asset Management
Boston,
Massachusetts
| USD 3531 M | +USD 48.1 M | 21 | 13.72% | Aumentadas |
|
| 139 |
Envestnet Asset Management
Chicago,
Illinois
| USD 3530 M | +USD 629 M | 27 | 2.29% | Aumentadas |
|
| 140 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 3496 M | -USD 422 M | 18 | 6.15% | Reducidas |
|
| 141 |
Royal London Asset Management
United Kingdom
| USD 3467 M | +USD 243 M | 16 | 15.88% | Aumentadas |
|
| 142 |
Generation Investment Management
London,
United Kingdom
| USD 3462 M | +USD 1273 M | 6 | 14.51% | Aumentadas |
|
| 143 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3377 M | -USD 702 M | 17 | 15.28% | Reducidas |
|
| 144 |
US Bancorp
Minneapolis,
Minnesota
| USD 3351 M | +USD 3.3 M | 25 | 6.78% | Aumentadas |
|
| 145 |
Skye Global Management
West Palm Beach,
Florida
| USD 3333 M | +USD 684 M | 4 | 64.41% | Aumentadas |
|
| 146 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 3289 M | -USD 32.1 M | 5 | 34.99% | Reducidas |
|
| 147 |
Fayez Sarofim & Co
Houston,
Texas
| USD 3281 M | +USD 5.08 M | 8 | 12.07% | Aumentadas |
|
| 148 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3257 M | -USD 460 M | 13 | 7.34% | Reducidas |
|
| 149 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 3227 M | -USD 5.87 M | 22 | 15.07% | Reducidas |
|
| 150 |
BNP Paribas Financial Markets
Paris,
France
| USD 3224 M | +USD 1474 M | 24 | 4.72% | Aumentadas |
|