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 |
US Bancorp
Minneapolis,
Minnesota
| USD 4060 M | -USD 104 M | 30 | 6.54% | Reducidas |
|
| 127 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 4059 M | -USD 79.4 M | 25 | 11.39% | Reducidas |
|
| 128 |
Jane Street
New York
| USD 4036 M | +USD 479 M | 35 | 1.36% | Aumentadas |
|
| 129 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 4004 M | -USD 778 M | 23 | 5.94% | Reducidas |
|
| 130 |
First Eagle Investment Management
New York
| USD 4000 M | -USD 422 M | 4 | 10.23% | Reducidas |
|
| 131 |
Fundsmith LLP
London,
United Kingdom
| USD 3981 M | -USD 707 M | 2 | 16.7% | Reducidas |
|
| 132 |
BNP Paribas Asset Management
Paris,
France
| USD 3981 M | +USD 58.6 M | 16 | 12.32% | Aumentadas |
|
| 133 |
SEI Investments
Oaks,
Pennsylvania
| USD 3910 M | +USD 266 M | 27 | 6.82% | Aumentadas |
|
| 134 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3837 M | -USD 18.5 M | 11 | 14.37% | Reducidas |
|
| 135 |
Quilter Plc
London,
United Kingdom
| USD 3803 M | -USD 10.5 M | 7 | 14.77% | Reducidas |
|
| 136 |
D.E. Shaw & Co
New York
| USD 3798 M | +USD 398 M | 29 | 3.88% | Aumentadas |
|
| 137 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3731 M | +USD 800 M | 18 | 14.97% | Aumentadas |
|
| 138 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 3704 M | -USD 310 M | 21 | 5.62% | Reducidas |
|
| 139 |
Fayez Sarofim & Co
Houston,
Texas
| USD 3672 M | -USD 167 M | 7 | 12.86% | Reducidas |
|
| 140 |
HighTower Advisors
Chicago,
Illinois
| USD 3533 M | +USD 93.5 M | 29 | 6.95% | Aumentadas |
|
| 141 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3437 M | -USD 2.39 M | 12 | 9.15% | Reducidas |
|
| 142 |
AustralianSuper
Melbourne,
Australia
| USD 3428 M | -USD 159 M | 8 | 21.74% | Reducidas |
|
| 143 |
AQR Capital Management
Greenwich,
Connecticut
| USD 3420 M | -USD 312 M | 22 | 7.27% | Reducidas |
|
| 144 |
Axa
Paris,
France
| USD 3409 M | +USD 6.16 M | 17 | 11.33% | Aumentadas |
|
| 145 |
KBC Group
Brussels,
Belgium
| USD 3386 M | -USD 342 M | 15 | 13.93% | Reducidas |
|
| 146 |
Veritas Asset Management
London,
United Kingdom
| USD 3358 M | -USD 590 M | 4 | 23.35% | Reducidas |
|
| 147 |
First Manhattan
New York
| USD 3351 M | -USD 89.1 M | 17 | 12.28% | Reducidas |
|
| 148 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 3343 M | +USD 1.34 M | 23 | 13.48% | Aumentadas |
|
| 149 |
Truist Financial
Charlotte,
North Carolina
| USD 3342 M | -USD 52.1 M | 22 | 5.56% | Reducidas |
|
| 150 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 3294 M | -USD 15.4 M | 23 | 15.69% | Reducidas |
|