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 |
Egerton Capital (UK)
London,
United Kingdom
| USD 4916 M | +USD 418 M | 3 | 22.92% | Aumentadas |
|
| 127 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 4912 M | -USD 462 M | 15 | 8.69% | Reducidas |
|
| 128 |
AQR Capital Management
Greenwich,
Connecticut
| USD 4901 M | -USD 257 M | 20 | 8.88% | Reducidas |
|
| 129 |
Silver Lake Group
Menlo Park,
California
| USD 4876 M | +USD 5529 M | 2 | 22.96% | Aumentadas |
|
| 130 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 4753 M | +USD 111 M | 15 | 10.28% | Aumentadas |
|
| 131 |
Fayez Sarofim & Co
Houston,
Texas
| USD 4570 M | -USD 67 M | 8 | 13.7% | Reducidas |
|
| 132 |
Edgewood Management
Greenwich,
Connecticut
| USD 4565 M | -USD 688 M | 2 | 7.49% | Reducidas |
|
| 133 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 4550 M | -USD 96.1 M | 11 | 14.67% | Reducidas |
|
| 134 |
Axa
Paris,
France
| USD 4450 M | -USD 38.4 M | 19 | 11.38% | Reducidas |
|
| 135 |
Los Angeles Capital Management
Los Angeles,
California
| USD 4337 M | +USD 325 M | 13 | 16.16% | Aumentadas |
|
| 136 |
US Bancorp
Minneapolis,
Minnesota
| USD 4335 M | -USD 4.48 M | 32 | 6.84% | Reducidas |
|
| 137 |
Veritas Asset Management
London,
United Kingdom
| USD 4306 M | -USD 522 M | 3 | 24.17% | Reducidas |
|
| 138 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 4229 M | +USD 489 M | 22 | 9.05% | Aumentadas |
|
| 139 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 4195 M | +USD 1451 M | 3 | 17.19% | Aumentadas |
|
| 140 |
Royal London Asset Management
United Kingdom
| USD 4155 M | -USD 106 M | 16 | 15.45% | Reducidas |
|
| 141 |
Skye Global Management
West Palm Beach,
Florida
| USD 4143 M | -USD 498 M | 3 | 69.52% | Reducidas |
|
| 142 |
Jane Street
New York
| USD 4126 M | -USD 87.9 M | 36 | 1.36% | Reducidas |
|
| 143 |
SC US (TTGP)
Menlo Park,
California
| USD 4090 M | USD 0 | 1 | 20.37% | Mantenido |
|
| 144 |
Generation Investment Management
London,
United Kingdom
| USD 4084 M | -USD 451 M | 6 | 16.78% | Reducidas |
|
| 145 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 4066 M | -USD 79 M | 22 | 13.66% | Reducidas |
|
| 146 |
Truist Financial
Charlotte,
North Carolina
| USD 4004 M | -USD 67.8 M | 23 | 6.1% | Reducidas |
|
| 147 |
LPL Financial
San Diego,
California
| USD 3977 M | +USD 171 M | 30 | 3.34% | Aumentadas |
|
| 148 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 3897 M | +USD 58.3 M | 28 | 8.38% | Aumentadas |
|
| 149 |
Citadel Advisors
Miami,
Florida
| USD 3865 M | +USD 694 M | 41 | 0.79% | Aumentadas |
|
| 150 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 3853 M | USD 0 | 2 | 1.16% | Mantenido |
|