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 |
KBC Group
Brussels,
Belgium
| USD 3217 M | +USD 207 M | 18 | 13.03% | Aumentadas |
|
| 152 |
Truist Financial
Charlotte,
North Carolina
| USD 3204 M | +USD 108 M | 22 | 5.57% | Aumentadas |
|
| 153 |
Alkeon Capital Management
New York
| USD 3201 M | -USD 311 M | 7 | 4.76% | Reducidas |
|
| 154 |
Harding Loevner
Bridgewater,
New Jersey
| USD 3195 M | +USD 454 M | 5 | 12.5% | Aumentadas |
|
| 155 |
Apollo Management Holdings
New York
| USD 3082 M | USD 0 | 1 | 18.78% | Mantenido |
|
| 156 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 3079 M | +USD 180 M | 19 | 12.22% | Aumentadas |
|
| 157 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 3079 M | -USD 184 M | 25 | 4.35% | Reducidas |
|
| 158 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 3054 M | USD 0 | 2 | 1.13% | Mantenido |
|
| 159 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 3034 M | +USD 394 M | 5 | 17.42% | Aumentadas |
|
| 160 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 3023 M | -USD 191 M | 24 | 10.6% | Reducidas |
|
| 161 |
STRS Ohio
Columbus,
Ohio
| USD 3021 M | -USD 77.4 M | 21 | 11.37% | Reducidas |
|
| 162 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 2997 M | +USD 746 M | 15 | 7.39% | Aumentadas |
|
| 163 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 2982 M | +USD 631 M | 17 | 8.68% | Aumentadas |
|
| 164 |
Citadel Advisors
Miami,
Florida
| USD 2976 M | +USD 802 M | 30 | 0.73% | Aumentadas |
|
| 165 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 2931 M | +USD 84.6 M | 19 | 6.44% | Aumentadas |
|
| 166 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 2884 M | +USD 324 M | 5 | 15.66% | Aumentadas |
|
| 167 |
SEI Investments
Oaks,
Pennsylvania
| USD 2881 M | -USD 132 M | 21 | 7.26% | Reducidas |
|
| 168 |
Fundsmith LLP
London,
United Kingdom
| USD 2841 M | -USD 5.35 M | 1 | 9.04% | Reducidas |
|
| 169 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 2815 M | -USD 145 M | 11 | 10.62% | Reducidas |
|
| 170 |
Wellcome Trust
London,
United Kingdom
| USD 2797 M | +USD 71.8 M | 6 | 29.19% | Aumentadas |
|
| 171 |
Vontobel Asset Management
New York
| USD 2781 M | -USD 536 M | 4 | 16.91% | Reducidas |
|
| 172 |
BNP Paribas Asset Management
Paris,
France
| USD 2756 M | +USD 49.5 M | 14 | 11.37% | Aumentadas |
|
| 173 |
William Blair & Company
Chicago,
Illinois
| USD 2749 M | -USD 329 M | 22 | 10.37% | Reducidas |
|
| 174 |
First Manhattan
New York
| USD 2746 M | +USD 395 M | 17 | 11.84% | Aumentadas |
|
| 175 |
LPL Financial
San Diego,
California
| USD 2724 M | +USD 58.7 M | 28 | 3.13% | Aumentadas |
|