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 | |
|---|---|---|---|---|---|---|---|
| 151 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1909 M | -USD 54.5 M | 5 | 26.64% | Reducidas |
|
| 152 |
Melvin Capital Management
New York
| USD 1903 M | +USD 1091 M | 3 | 15.17% | Aumentadas |
|
| 153 |
Fundsmith LLP
London,
United Kingdom
| USD 1888 M | -USD 35.8 M | 1 | 10.63% | Reducidas |
|
| 154 |
Aviva
London,
United Kingdom
| USD 1881 M | -USD 7.23 M | 15 | 13.78% | Reducidas |
|
| 155 |
Nomura Holdings
Tokyo,
Japan
| USD 1819 M | +USD 1790 M | 14 | 7.64% | Aumentadas |
|
| 156 |
William Blair & Company
Chicago,
Illinois
| USD 1818 M | +USD 57.5 M | 17 | 11.36% | Aumentadas |
|
| 157 |
Acadian Asset Management
Boston,
Massachusetts
| USD 1809 M | +USD 35.3 M | 15 | 10.35% | Aumentadas |
|
| 158 |
Asset Management One
Tokyo,
Japan
| USD 1800 M | -USD 98.3 M | 16 | 10.51% | Reducidas |
|
| 159 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1794 M | +USD 478 M | 8 | 24.46% | Aumentadas |
|
| 160 |
BNP Paribas Financial Markets
Paris,
France
| USD 1788 M | +USD 363 M | 23 | 3.67% | Aumentadas |
|
| 161 |
Prudential plc
London, England,
United Kingdom
| USD 1777 M | -USD 447 M | 11 | 9.46% | Reducidas |
|
| 162 |
Generation Investment Management
London,
United Kingdom
| USD 1754 M | -USD 573 M | 4 | 12.45% | Reducidas |
|
| 163 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 1751 M | -USD 28.6 k | 14 | 14.29% | Reducidas |
|
| 164 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 1743 M | +USD 2 M | 12 | 9.81% | Aumentadas |
|
| 165 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1741 M | -USD 723 M | 15 | 5.98% | Reducidas |
|
| 166 |
Polar Capital
London,
United Kingdom
| USD 1732 M | +USD 4.51 M | 10 | 18.6% | Aumentadas |
|
| 167 |
Alkeon Capital Management
New York
| USD 1717 M | +USD 636 M | 4 | 7.33% | Aumentadas |
|
| 168 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1715 M | -USD 354 M | 16 | 12.13% | Reducidas |
|
| 169 |
Soroban Capital Partners
New York
| USD 1711 M | +USD 406 M | 5 | 31.36% | Aumentadas |
|
| 170 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 1693 M | +USD 28.7 k | 5 | 18.28% | Aumentadas |
|
| 171 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 1688 M | +USD 183 M | 15 | 12.93% | Aumentadas |
|
| 172 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 1686 M | -USD 189 M | 17 | 11.63% | Reducidas |
|
| 173 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 1677 M | -USD 296 M | 11 | 13.98% | Reducidas |
|
| 174 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1673 M | -USD 127 M | 5 | 21.25% | Reducidas |
|
| 175 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 1631 M | -USD 14.9 M | 12 | 7.45% | Reducidas |
|