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 |
AQR Capital Management
Greenwich,
Connecticut
| USD 4387 M | -USD 245 M | 21 | 8.33% | Reducidas |
|
| 127 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 4342 M | -USD 153 M | 16 | 10.16% | Reducidas |
|
| 128 |
Tiger Global Management
New York
| USD 4325 M | -USD 1472 M | 6 | 16.23% | Reducidas |
|
| 129 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 4306 M | -USD 374 M | 19 | 5.77% | Reducidas |
|
| 130 |
Edgewood Management
Greenwich,
Connecticut
| USD 4268 M | -USD 22.5 M | 2 | 8.56% | Reducidas |
|
| 131 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 4237 M | -USD 70.1 M | 11 | 14.6% | Reducidas |
|
| 132 |
BNP Paribas Financial Markets
Paris,
France
| USD 4225 M | +USD 667 M | 26 | 5.68% | Aumentadas |
|
| 133 |
Royal London Asset Management
United Kingdom
| USD 4218 M | +USD 301 M | 16 | 16.49% | Aumentadas |
|
| 134 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 4174 M | -USD 1047 M | 18 | 6.3% | Reducidas |
|
| 135 |
Fayez Sarofim & Co
Houston,
Texas
| USD 4157 M | -USD 139 M | 8 | 13.15% | Reducidas |
|
| 136 |
Generation Investment Management
London,
United Kingdom
| USD 4134 M | +USD 356 M | 6 | 18.93% | Aumentadas |
|
| 137 |
Jane Street
New York
| USD 4110 M | +USD 233 M | 36 | 1.33% | Aumentadas |
|
| 138 |
Axa
Paris,
France
| USD 4077 M | -USD 129 M | 19 | 11.59% | Reducidas |
|
| 139 |
US Bancorp
Minneapolis,
Minnesota
| USD 4063 M | -USD 27.2 M | 34 | 6.76% | Reducidas |
|
| 140 |
Los Angeles Capital Management
Los Angeles,
California
| USD 4015 M | -USD 70.5 M | 12 | 15.77% | Reducidas |
|
| 141 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 3884 M | +USD 208 M | 26 | 8.41% | Aumentadas |
|
| 142 |
LPL Financial
San Diego,
California
| USD 3849 M | +USD 100 M | 26 | 3.31% | Aumentadas |
|
| 143 |
Truist Financial
Charlotte,
North Carolina
| USD 3755 M | -USD 19.8 M | 23 | 5.93% | Reducidas |
|
| 144 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 3594 M | -USD 224 M | 21 | 12.68% | Reducidas |
|
| 145 |
First Manhattan
New York
| USD 3539 M | +USD 75.4 M | 18 | 11.57% | Aumentadas |
|
| 146 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 3536 M | -USD 67.2 M | 23 | 16.04% | Reducidas |
|
| 147 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 3502 M | -USD 34.9 M | 4 | 16.64% | Reducidas |
|
| 148 |
Veritas Asset Management
London,
United Kingdom
| USD 3458 M | -USD 619 M | 3 | 21.17% | Reducidas |
|
| 149 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 3434 M | +USD 217 M | 19 | 6.72% | Aumentadas |
|
| 150 |
BNP Paribas Asset Management
Paris,
France
| USD 3429 M | +USD 325 M | 15 | 11.92% | Aumentadas |
|