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 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 3290 M | -USD 74.3 M | 4 | 59.52% | Reducidas |
|
| 152 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3283 M | -USD 66.3 M | 11 | 5.28% | Reducidas |
|
| 153 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 3244 M | -USD 2.64 M | 23 | 10.96% | Reducidas |
|
| 154 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 3197 M | +USD 47.3 M | 4 | 15.17% | Aumentadas |
|
| 155 |
Citadel Advisors
Miami,
Florida
| USD 3183 M | +USD 1451 M | 41 | 0.66% | Aumentadas |
|
| 156 |
Natixis Advisors
Boston,
Massachusetts
| USD 3140 M | +USD 244 M | 15 | 9.7% | Aumentadas |
|
| 157 |
Fred Alger Management
New York
| USD 3140 M | +USD 47 M | 9 | 16.04% | Aumentadas |
|
| 158 |
Aviva
London,
United Kingdom
| USD 3130 M | +USD 135 M | 16 | 12.75% | Aumentadas |
|
| 159 |
William Blair & Company
Chicago,
Illinois
| USD 3041 M | +USD 15.1 M | 24 | 11.14% | Aumentadas |
|
| 160 |
Tiger Global Management
New York
| USD 3008 M | -USD 1518 M | 4 | 25.14% | Reducidas |
|
| 161 |
Alkeon Capital Management
New York
| USD 2961 M | +USD 613 M | 5 | 5.18% | Aumentadas |
|
| 162 |
DnB Asset Management
Oslo,
Norway
| USD 2898 M | -USD 434 M | 15 | 16.66% | Reducidas |
|
| 163 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 2896 M | -USD 12 M | 28 | 5.11% | Reducidas |
|
| 164 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2880 M | -USD 115 M | 11 | 13.33% | Reducidas |
|
| 165 |
STRS Ohio
Columbus,
Ohio
| USD 2867 M | -USD 133 M | 20 | 12.1% | Reducidas |
|
| 166 |
Vontobel Asset Management
New York
| USD 2838 M | -USD 146 M | 5 | 18.81% | Reducidas |
|
| 167 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 2835 M | -USD 547 M | 16 | 7.48% | Reducidas |
|
| 168 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 2825 M | -USD 13 M | 9 | 14.04% | Reducidas |
|
| 169 |
ING Group
Amsterdam,
Netherlands
| USD 2754 M | +USD 90.4 M | 12 | 20.88% | Aumentadas |
|
| 170 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 2713 M | +USD 42.8 M | 27 | 11.97% | Aumentadas |
|
| 171 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 2662 M | -USD 37.8 M | 20 | 6.07% | Reducidas |
|
| 172 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 2615 M | -USD 288 M | 23 | 13.19% | Reducidas |
|
| 173 |
Nomura Asset Management
Tokyo,
Japan
| USD 2610 M | +USD 131 M | 20 | 12.02% | Aumentadas |
|
| 174 |
William Blair Investment Management
Chicago,
Illinois
| USD 2597 M | -USD 8.65 M | 9 | 8.33% | Reducidas |
|
| 175 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 2591 M | +USD 1.75 M | 20 | 15.41% | Aumentadas |
|