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 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 2447 M | +USD 3.16 M | 21 | 9.89% | Aumentadas |
|
| 152 |
Renaissance Technologies
New York
| USD 2434 M | +USD 768 M | 28 | 3.44% | Aumentadas |
|
| 153 |
Egerton Capital (UK)
London,
United Kingdom
| USD 2434 M | +USD 32.5 M | 3 | 18.9% | Aumentadas |
|
| 154 |
William Blair & Company
Chicago,
Illinois
| USD 2402 M | -USD 13.9 M | 26 | 11.03% | Reducidas |
|
| 155 |
Jane Street
New York
| USD 2391 M | +USD 116 M | 35 | 1.05% | Aumentadas |
|
| 156 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 2373 M | +USD 19.7 M | 16 | 6.99% | Aumentadas |
|
| 157 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 2367 M | -USD 133 M | 24 | 12.28% | Reducidas |
|
| 158 |
STRS Ohio
Columbus,
Ohio
| USD 2362 M | -USD 3.07 M | 17 | 11.25% | Reducidas |
|
| 159 |
SC US (TTGP)
Menlo Park,
California
| USD 2353 M | -USD 26.7 M | 1 | 27.23% | Reducidas |
|
| 160 |
HighTower Advisors
Chicago,
Illinois
| USD 2353 M | +USD 23.8 M | 27 | 6.3% | Aumentadas |
|
| 161 |
Los Angeles Capital Management
Los Angeles,
California
| USD 2309 M | -USD 244 M | 11 | 11.97% | Reducidas |
|
| 162 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 2302 M | -USD 70.5 M | 19 | 6.32% | Reducidas |
|
| 163 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 2298 M | -USD 15.7 M | 13 | 10.69% | Reducidas |
|
| 164 |
Vontobel Asset Management
New York
| USD 2276 M | -USD 57.6 M | 5 | 17.98% | Reducidas |
|
| 165 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 2246 M | USD 0 | 2 | 0.76% | Mantenido |
|
| 166 |
Citadel Advisors
Miami,
Florida
| USD 2200 M | +USD 894 M | 41 | 0.5% | Aumentadas |
|
| 167 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 2192 M | +USD 67.8 M | 28 | 4.88% | Aumentadas |
|
| 168 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 2190 M | +USD 18.4 M | 4 | 16.38% | Aumentadas |
|
| 169 |
Two Sigma Advisers
New York
| USD 2190 M | +USD 79 M | 27 | 6.34% | Aumentadas |
|
| 170 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 2183 M | -USD 125 M | 4 | 13.23% | Reducidas |
|
| 171 |
DnB Asset Management
Oslo,
Norway
| USD 2140 M | -USD 105 M | 15 | 16.5% | Reducidas |
|
| 172 |
Marshall Wace
London,
United Kingdom
| USD 2129 M | +USD 49.2 M | 29 | 4.67% | Aumentadas |
|
| 173 |
Soroban Capital Partners
New York
| USD 2110 M | -USD 340 M | 4 | 22.84% | Reducidas |
|
| 174 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 2050 M | -USD 4.06 M | 9 | 12.24% | Reducidas |
|
| 175 |
Viking Global Investors
Stamford,
Connecticut
| USD 1967 M | +USD 413 M | 3 | 9.08% | Aumentadas |
|