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 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 4203 M | -USD 391 M | 9 | 6.32% | Reducidas |
|
| 152 |
Mariner
Overland Park,
Kansas
| USD 4171 M | +USD 9.6 M | 27 | 7% | Aumentadas |
|
| 153 |
Flossbach Von Storch
Cologne,
Germany
| USD 4155 M | -USD 110 M | 6 | 16.53% | Reducidas |
|
| 154 |
Nomura Asset Management
Tokyo,
Japan
| USD 4118 M | +USD 185 M | 17 | 12.39% | Aumentadas |
|
| 155 |
Fred Alger Management
New York
| USD 4089 M | +USD 154 M | 11 | 19.48% | Aumentadas |
|
| 156 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 3938 M | +USD 50.3 M | 18 | 7.63% | Aumentadas |
|
| 157 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 3935 M | +USD 644 M | 34 | 0.59% | Aumentadas |
|
| 158 |
SG Americas Securities
New York
| USD 3911 M | +USD 800 M | 27 | 16.04% | Aumentadas |
|
| 159 |
Fundsmith LLP
London,
United Kingdom
| USD 3904 M | -USD 304 M | 2 | 16.64% | Reducidas |
|
| 160 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3896 M | -USD 307 M | 16 | 15.83% | Reducidas |
|
| 161 |
Allspring Global Investments
Charlotte,
North Carolina
| USD 3894 M | -USD 215 M | 18 | 6.24% | Reducidas |
|
| 162 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 3852 M | +USD 78.7 M | 25 | 5.63% | Aumentadas |
|
| 163 |
Rathbones Group
Liverpool,
United Kingdom
| USD 3828 M | +USD 54.9 M | 10 | 18.53% | Aumentadas |
|
| 164 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 3822 M | -USD 361 M | 18 | 6.03% | Reducidas |
|
| 165 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 3713 M | +USD 28.2 M | 19 | 14.47% | Aumentadas |
|
| 166 |
William Blair Investment Management
Chicago,
Illinois
| USD 3686 M | +USD 54.1 M | 5 | 9% | Aumentadas |
|
| 167 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 3664 M | +USD 606 M | 24 | 12.59% | Aumentadas |
|
| 168 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| USD 3656 M | +USD 161 M | 27 | 7.73% | Aumentadas |
|
| 169 |
Rockefeller Capital Management
New York
| USD 3649 M | -USD 125 M | 17 | 9.45% | Reducidas |
|
| 170 |
Two Sigma Advisers
New York
| USD 3625 M | +USD 88.6 M | 23 | 8.39% | Aumentadas |
|
| 171 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 3593 M | -USD 13.4 M | 9 | 15.55% | Reducidas |
|
| 172 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 3589 M | -USD 198 M | 16 | 16.22% | Reducidas |
|
| 173 |
Millennium Management
New York
| USD 3565 M | -USD 869 M | 33 | 1.74% | Reducidas |
|
| 174 |
STRS Ohio
Columbus,
Ohio
| USD 3472 M | -USD 142 M | 17 | 13.77% | Reducidas |
|
| 175 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 3459 M | +USD 161 M | 4 | 15.7% | Aumentadas |
|