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 |
Polen Capital Management
Boca Raton,
Florida
| USD 6560 M | -USD 1957 M | 6 | 28.01% | Reducidas |
|
| 127 |
HighTower Advisors
Chicago,
Illinois
| USD 6516 M | -USD 39.8 M | 27 | 7.13% | Reducidas |
|
| 128 |
Eagle Capital Management (New York)
New York
| USD 6427 M | -USD 443 M | 6 | 20.02% | Reducidas |
|
| 129 |
Lazard Asset Management
New York
| USD 6417 M | -USD 3413 M | 24 | 10.87% | Reducidas |
|
| 130 |
Fred Alger Management
New York
| USD 6311 M | -USD 30.4 M | 13 | 24.75% | Reducidas |
|
| 131 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 6302 M | -USD 251 M | 17 | 17.39% | Reducidas |
|
| 132 |
DnB Asset Management
Oslo,
Norway
| USD 6272 M | -USD 33.5 M | 17 | 21.88% | Reducidas |
|
| 133 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 6262 M | +USD 295 M | 12 | 10.62% | Aumentadas |
|
| 134 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 6222 M | -USD 63.3 M | 11 | 16.81% | Reducidas |
|
| 135 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 6201 M | -USD 347 M | 9 | 15.85% | Reducidas |
|
| 136 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 6111 M | -USD 1767 M | 2 | 2.23% | Reducidas |
|
| 137 |
Acadian Asset Management
Boston,
Massachusetts
| USD 6066 M | +USD 77.1 M | 25 | 9.96% | Aumentadas |
|
| 138 |
Storebrand Asset Management
Lysaker,
Norway
| USD 6042 M | -USD 102 M | 16 | 16.22% | Reducidas |
|
| 139 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 6020 M | +USD 370 M | 19 | 8.89% | Aumentadas |
|
| 140 |
Truist Financial
Charlotte,
North Carolina
| USD 5781 M | +USD 12.5 M | 20 | 7.71% | Aumentadas |
|
| 141 |
PFA Pension Forsikringsaktieselskab
Copenhagen,
| USD 5752 M | +USD 5655 M | 13 | 16.32% | Nuevas |
|
| 142 |
Rockefeller Capital Management
New York
| USD 5737 M | +USD 207 M | 33 | 10.33% | Aumentadas |
|
| 143 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 5615 M | +USD 172 M | 22 | 9.95% | Aumentadas |
|
| 144 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 5612 M | +USD 969 M | 22 | 16.95% | Aumentadas |
|
| 145 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 5572 M | -USD 499 M | 21 | 13.24% | Reducidas |
|
| 146 |
William Blair & Company
Chicago,
Illinois
| USD 5562 M | -USD 16.9 M | 21 | 14.93% | Reducidas |
|
| 147 |
Cerity Partners
New York
| USD 5552 M | +USD 231 M | 29 | 8.09% | Aumentadas |
|
| 148 |
Eurizon Capital SGR SpA
Milan,
| USD 5546 M | +USD 5491 M | 20 | 17.26% | Nuevas |
|
| 149 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 5403 M | -USD 223 M | 4 | 23.75% | Reducidas |
|
| 150 |
Nomura Asset Management
Tokyo,
Japan
| USD 5392 M | +USD 8.81 M | 19 | 13.65% | Aumentadas |
|