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 |
Vontobel Asset Management
New York
| USD 3526 M | +USD 311 M | 3 | 18.11% | Aumentadas |
|
| 152 |
SG Americas Securities
New York
| USD 3476 M | +USD 1987 M | 23 | 16.17% | Aumentadas |
|
| 153 |
Harding Loevner
Bridgewater,
New Jersey
| USD 3449 M | -USD 60.1 M | 5 | 12.97% | Reducidas |
|
| 154 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 3430 M | +USD 124 M | 5 | 16.97% | Aumentadas |
|
| 155 |
Soroban Capital Partners
New York
| USD 3395 M | -USD 717 M | 4 | 28.68% | Reducidas |
|
| 156 |
STRS Ohio
Columbus,
Ohio
| USD 3361 M | -USD 79.2 M | 22 | 12.09% | Reducidas |
|
| 157 |
Alkeon Capital Management
New York
| USD 3343 M | -USD 271 M | 6 | 4.94% | Reducidas |
|
| 158 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 3343 M | -USD 199 k | 18 | 6.8% | Reducidas |
|
| 159 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 3316 M | USD 0 | 2 | 1.13% | Mantenido |
|
| 160 |
LPL Financial
San Diego,
California
| USD 3293 M | +USD 183 M | 28 | 3.33% | Aumentadas |
|
| 161 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 3287 M | -USD 182 M | 17 | 9.17% | Reducidas |
|
| 162 |
Coatue Management
New York
| USD 3267 M | +USD 848 M | 3 | 12.65% | Aumentadas |
|
| 163 |
Fundsmith LLP
London,
United Kingdom
| USD 3260 M | -USD 3.63 M | 1 | 9.03% | Reducidas |
|
| 164 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 3258 M | -USD 187 M | 23 | 10.67% | Reducidas |
|
| 165 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 3256 M | +USD 447 M | 28 | 8.43% | Aumentadas |
|
| 166 |
First Manhattan
New York
| USD 3242 M | +USD 100 M | 18 | 11.84% | Aumentadas |
|
| 167 |
SEI Investments
Oaks,
Pennsylvania
| USD 3213 M | -USD 64.2 M | 24 | 7.12% | Reducidas |
|
| 168 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 3189 M | +USD 81.3 M | 13 | 11.69% | Aumentadas |
|
| 169 |
Acadian Asset Management
Boston,
Massachusetts
| USD 3171 M | -USD 706 M | 22 | 11.94% | Reducidas |
|
| 170 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 3163 M | -USD 61.1 M | 11 | 11.42% | Reducidas |
|
| 171 |
Viking Global Investors
Stamford,
Connecticut
| USD 3158 M | -USD 972 M | 4 | 9.57% | Reducidas |
|
| 172 |
William Blair & Company
Chicago,
Illinois
| USD 3155 M | +USD 5.53 M | 22 | 10.93% | Aumentadas |
|
| 173 |
Marshall Wace North America
New York
| USD 3103 M | -USD 24.2 M | 18 | 12.9% | Reducidas |
|
| 174 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3097 M | -USD 964 M | 2 | 9.98% | Reducidas |
|
| 175 |
Millennium Management
New York
| USD 3077 M | -USD 859 M | 32 | 1.89% | Reducidas |
|