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 |
Veritas Asset Management
London,
United Kingdom
| USD 4433 M | +USD 514 M | 4 | 25.44% | Aumentadas |
|
| 127 |
Parnassus Investments
San Francisco,
California
| USD 4428 M | +USD 349 M | 3 | 9.34% | Aumentadas |
|
| 128 |
Skye Global Management
West Palm Beach,
Florida
| USD 4267 M | +USD 185 M | 4 | 71.68% | Aumentadas |
|
| 129 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 4262 M | -USD 234 M | 12 | 9.08% | Reducidas |
|
| 130 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 4244 M | +USD 332 M | 17 | 7.46% | Aumentadas |
|
| 131 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 4206 M | -USD 135 M | 11 | 14.66% | Reducidas |
|
| 132 |
Axa
Paris,
France
| USD 4177 M | -USD 44.5 M | 16 | 11.72% | Reducidas |
|
| 133 |
Jane Street
New York
| USD 4160 M | +USD 699 M | 32 | 1.47% | Aumentadas |
|
| 134 |
Fayez Sarofim & Co
Houston,
Texas
| USD 4120 M | +USD 154 M | 8 | 13.63% | Aumentadas |
|
| 135 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 4111 M | +USD 384 M | 19 | 10.06% | Aumentadas |
|
| 136 |
Egerton Capital (UK)
London,
United Kingdom
| USD 4086 M | -USD 1196 M | 4 | 19.42% | Reducidas |
|
| 137 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 3967 M | +USD 256 M | 20 | 12.68% | Aumentadas |
|
| 138 |
US Bancorp
Minneapolis,
Minnesota
| USD 3918 M | -USD 36.3 M | 27 | 7.37% | Reducidas |
|
| 139 |
Natixis
Paris,
France
| USD 3882 M | -USD 172 M | 17 | 13.41% | Reducidas |
|
| 140 |
Royal London Asset Management
United Kingdom
| USD 3852 M | +USD 56.3 M | 15 | 15.64% | Aumentadas |
|
| 141 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 3759 M | +USD 95.7 M | 21 | 13.36% | Aumentadas |
|
| 142 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 3714 M | +USD 335 M | 5 | 17.79% | Aumentadas |
|
| 143 |
Truist Financial
Charlotte,
North Carolina
| USD 3681 M | -USD 17.8 M | 24 | 6.04% | Reducidas |
|
| 144 |
SC US (TTGP)
Menlo Park,
California
| USD 3652 M | USD 0 | 1 | 20.38% | Mantenido |
|
| 145 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3617 M | -USD 137 M | 14 | 16.51% | Reducidas |
|
| 146 |
SG Americas Securities
New York
| USD 3607 M | +USD 194 M | 27 | 16.94% | Aumentadas |
|
| 147 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 3604 M | USD 0 | 2 | 1.23% | Mantenido |
|
| 148 |
Vontobel Asset Management
New York
| USD 3592 M | -USD 14.7 M | 3 | 20.21% | Reducidas |
|
| 149 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 3562 M | -USD 126 M | 21 | 15.69% | Reducidas |
|
| 150 |
KBC Group
Brussels,
Belgium
| USD 3521 M | -USD 300 M | 16 | 12.91% | Reducidas |
|