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 | |
|---|---|---|---|---|---|---|---|
| 176 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 3059 M | +USD 74.5 M | 7 | 19.97% | Aumentadas |
|
| 177 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 3045 M | -USD 382 M | 5 | 15.99% | Reducidas |
|
| 178 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 3034 M | +USD 7.51 M | 17 | 7.88% | Aumentadas |
|
| 179 |
BNP Paribas Asset Management
Paris,
France
| USD 2949 M | -USD 107 M | 14 | 10.52% | Reducidas |
|
| 180 |
SC US (TTGP)
Menlo Park,
California
| USD 2920 M | -USD 1254 M | 1 | 18.6% | Reducidas |
|
| 181 |
Aviva
London,
United Kingdom
| USD 2874 M | -USD 132 M | 16 | 12.61% | Reducidas |
|
| 182 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 2847 M | +USD 377 M | 20 | 7.95% | Aumentadas |
|
| 183 |
Wellcome Trust
London,
United Kingdom
| USD 2837 M | -USD 245 M | 5 | 27.06% | Reducidas |
|
| 184 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 2822 M | -USD 18 M | 9 | 6.8% | Reducidas |
|
| 185 |
Polar Capital Holdings
London,
United Kingdom
| USD 2788 M | -USD 69.2 M | 10 | 12.1% | Reducidas |
|
| 186 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 2785 M | -USD 11 M | 12 | 13.6% | Reducidas |
|
| 187 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2777 M | -USD 132 M | 20 | 5.17% | Reducidas |
|
| 188 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 2776 M | -USD 83.1 M | 3 | 15.05% | Reducidas |
|
| 189 |
CIBC World Markets
New York
| USD 2758 M | -USD 285 M | 12 | 19.19% | Reducidas |
|
| 190 |
Asset Management One
Tokyo,
Japan
| USD 2747 M | -USD 150 M | 20 | 10.22% | Reducidas |
|
| 191 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 2712 M | -USD 274 M | 5 | 18.72% | Reducidas |
|
| 192 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 2706 M | +USD 77.3 M | 25 | 5.52% | Aumentadas |
|
| 193 |
DnB Asset Management
Oslo,
Norway
| USD 2659 M | +USD 33.3 M | 14 | 17.62% | Aumentadas |
|
| 194 |
C WorldWide Group
Copenhagen,
Denmark
| USD 2622 M | -USD 319 M | 4 | 27.01% | Reducidas |
|
| 195 |
Renaissance Technologies
New York
| USD 2566 M | +USD 708 M | 20 | 3.2% | Aumentadas |
|
| 196 |
Storebrand Asset Management
Lysaker,
Norway
| USD 2550 M | -USD 131 M | 17 | 12.39% | Reducidas |
|
| 197 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 2546 M | -USD 11.5 M | 15 | 9.71% | Reducidas |
|
| 198 |
Apollo Management Holdings
New York
| USD 2542 M | USD 0 | 1 | 14.38% | Mantenido |
|
| 199 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 2526 M | -USD 138 M | 16 | 13.43% | Reducidas |
|
| 200 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 2464 M | +USD 111 M | 18 | 15.65% | Aumentadas |
|