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 |
LPL Financial
San Diego,
California
| USD 3509 M | +USD 205 M | 30 | 3.3% | Aumentadas |
|
| 152 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 3492 M | +USD 177 M | 28 | 8.54% | Aumentadas |
|
| 153 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 3460 M | +USD 649 M | 24 | 8.76% | Aumentadas |
|
| 154 |
Soroban Capital Partners
New York
| USD 3410 M | -USD 74 M | 4 | 31.93% | Reducidas |
|
| 155 |
First Manhattan
New York
| USD 3375 M | +USD 66.6 M | 17 | 12.43% | Aumentadas |
|
| 156 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 3369 M | +USD 77.5 M | 23 | 12.54% | Aumentadas |
|
| 157 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 3365 M | +USD 60.6 M | 23 | 10.42% | Aumentadas |
|
| 158 |
Alkeon Capital Management
New York
| USD 3232 M | -USD 2 M | 6 | 5.46% | Reducidas |
|
| 159 |
Marshall Wace North America
New York
| USD 3230 M | +USD 62.8 M | 17 | 13.76% | Aumentadas |
|
| 160 |
William Blair & Company
Chicago,
Illinois
| USD 3218 M | +USD 26.6 M | 23 | 10.96% | Aumentadas |
|
| 161 |
STRS Ohio
Columbus,
Ohio
| USD 3200 M | -USD 232 M | 21 | 12.04% | Reducidas |
|
| 162 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 3185 M | -USD 103 M | 7 | 20.91% | Reducidas |
|
| 163 |
SEI Investments
Oaks,
Pennsylvania
| USD 3179 M | -USD 57.7 M | 24 | 6.67% | Reducidas |
|
| 164 |
Citadel Advisors
Miami,
Florida
| USD 3158 M | +USD 1501 M | 36 | 0.66% | Aumentadas |
|
| 165 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 3127 M | -USD 280 M | 16 | 6.34% | Reducidas |
|
| 166 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 3118 M | +USD 13.7 M | 17 | 7.98% | Aumentadas |
|
| 167 |
Harding Loevner
Bridgewater,
New Jersey
| USD 3110 M | -USD 197 M | 5 | 12.41% | Reducidas |
|
| 168 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 3071 M | -USD 181 M | 11 | 11.5% | Reducidas |
|
| 169 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 3065 M | -USD 577 M | 5 | 31.77% | Reducidas |
|
| 170 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 3045 M | -USD 33 M | 4 | 15.43% | Reducidas |
|
| 171 |
BNP Paribas Asset Management
Paris,
France
| USD 3014 M | +USD 73.3 M | 15 | 11.19% | Aumentadas |
|
| 172 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 2836 M | +USD 4.26 M | 10 | 13.93% | Aumentadas |
|
| 173 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 2830 M | -USD 6.03 M | 5 | 20.54% | Reducidas |
|
| 174 |
Aviva
London,
United Kingdom
| USD 2807 M | -USD 116 M | 17 | 12.52% | Reducidas |
|
| 175 |
Acadian Asset Management
Boston,
Massachusetts
| USD 2787 M | -USD 267 M | 21 | 10.63% | Reducidas |
|