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 |
STRS Ohio
Columbus,
Ohio
| USD 2858 M | -USD 172 M | 21 | 11.97% | Reducidas |
|
| 152 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 2851 M | -USD 308 M | 15 | 7.07% | Reducidas |
|
| 153 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 2848 M | +USD 550 M | 17 | 12.64% | Aumentadas |
|
| 154 |
SEI Investments
Oaks,
Pennsylvania
| USD 2784 M | -USD 65.8 M | 24 | 8.06% | Reducidas |
|
| 155 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 2717 M | +USD 97.6 M | 16 | 6.68% | Aumentadas |
|
| 156 |
William Blair & Company
Chicago,
Illinois
| USD 2680 M | -USD 7 M | 19 | 11.37% | Reducidas |
|
| 157 |
Wellcome Trust
London,
United Kingdom
| USD 2677 M | +USD 6.48 M | 6 | 36.19% | Aumentadas |
|
| 158 |
Truist Financial
Charlotte,
North Carolina
| USD 2677 M | -USD 159 M | 21 | 5.85% | Reducidas |
|
| 159 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 2668 M | -USD 97.3 M | 3 | 11.46% | Reducidas |
|
| 160 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 2596 M | -USD 42.7 M | 12 | 11.93% | Reducidas |
|
| 161 |
Soroban Capital Partners
New York
| USD 2521 M | +USD 51.1 M | 5 | 25.41% | Aumentadas |
|
| 162 |
Fundsmith LLP
London,
United Kingdom
| USD 2509 M | -USD 5.33 M | 1 | 9.8% | Reducidas |
|
| 163 |
Apollo Management Holdings
New York
| USD 2500 M | +USD 2372 M | 1 | 20.4% | Nuevas |
|
| 164 |
Veritas Asset Management
London,
United Kingdom
| USD 2479 M | -USD 27.6 M | 3 | 17.22% | Reducidas |
|
| 165 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 2468 M | -USD 240 M | 5 | 17.17% | Reducidas |
|
| 166 |
KBC Group
Brussels,
Belgium
| USD 2453 M | +USD 198 M | 16 | 14.45% | Aumentadas |
|
| 167 |
Envestnet Asset Management
Chicago,
Illinois
| USD 2429 M | +USD 57.2 M | 23 | 2.15% | Aumentadas |
|
| 168 |
Aviva
London,
United Kingdom
| USD 2407 M | -USD 113 M | 16 | 14.2% | Reducidas |
|
| 169 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 2405 M | +USD 58.5 M | 13 | 11.95% | Aumentadas |
|
| 170 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 2401 M | -USD 42.1 M | 11 | 13.47% | Reducidas |
|
| 171 |
Man Group
London,
United Kingdom
| USD 2388 M | +USD 165 M | 21 | 9.4% | Aumentadas |
|
| 172 |
Asset Management One
Tokyo,
Japan
| USD 2385 M | -USD 77 M | 17 | 10.96% | Reducidas |
|
| 173 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 2375 M | -USD 102 M | 15 | 15.34% | Reducidas |
|
| 174 |
Polar Capital
London,
United Kingdom
| USD 2356 M | +USD 24.5 M | 10 | 17.49% | Aumentadas |
|
| 175 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 2350 M | +USD 391 M | 19 | 15.2% | Aumentadas |
|