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 |
Asset Management One
Tokyo,
Japan
| USD 2775 M | -USD 40.5 M | 20 | 10.64% | Reducidas |
|
| 177 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 2774 M | -USD 24.4 M | 3 | 14.91% | Reducidas |
|
| 178 |
CIBC World Markets
New York
| USD 2760 M | -USD 101 M | 12 | 18.76% | Reducidas |
|
| 179 |
Davis Selected Advisers
Tucson,
Arizona
| USD 2751 M | -USD 1195 M | 8 | 12.72% | Reducidas |
|
| 180 |
Coatue Management
New York
| USD 2743 M | -USD 607 M | 4 | 11.16% | Reducidas |
|
| 181 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 2741 M | +USD 194 M | 18 | 17.01% | Aumentadas |
|
| 182 |
Natixis Advisors
Boston,
Massachusetts
| USD 2735 M | +USD 660 M | 15 | 11.25% | Aumentadas |
|
| 183 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 2727 M | -USD 310 k | 26 | 5.52% | Reducidas |
|
| 184 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2717 M | -USD 103 M | 20 | 5.17% | Reducidas |
|
| 185 |
Two Sigma Advisers
New York
| USD 2712 M | +USD 1254 M | 18 | 7.03% | Aumentadas |
|
| 186 |
Millennium Management
New York
| USD 2673 M | -USD 205 M | 35 | 1.6% | Reducidas |
|
| 187 |
Wellcome Trust
London,
United Kingdom
| USD 2667 M | +USD 9.27 M | 5 | 26.36% | Aumentadas |
|
| 188 |
HighTower Advisors
Chicago,
Illinois
| USD 2659 M | +USD 461 M | 25 | 7.12% | Aumentadas |
|
| 189 |
Storebrand Asset Management
Lysaker,
Norway
| USD 2656 M | +USD 43.8 M | 17 | 13% | Aumentadas |
|
| 190 |
DnB Asset Management
Oslo,
Norway
| USD 2644 M | -USD 106 M | 15 | 17.17% | Reducidas |
|
| 191 |
C WorldWide Group
Copenhagen,
Denmark
| USD 2641 M | -USD 40.5 M | 4 | 27.11% | Reducidas |
|
| 192 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 2622 M | +USD 234 M | 17 | 14.37% | Aumentadas |
|
| 193 |
Polar Capital Holdings
London,
United Kingdom
| USD 2621 M | -USD 247 M | 10 | 10.71% | Reducidas |
|
| 194 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 2608 M | +USD 296 M | 19 | 12.85% | Aumentadas |
|
| 195 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 2586 M | -USD 387 M | 7 | 6.19% | Reducidas |
|
| 196 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2574 M | +USD 51.2 M | 10 | 12.73% | Aumentadas |
|
| 197 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 2529 M | -USD 60.1 M | 16 | 13.96% | Reducidas |
|
| 198 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 2520 M | -USD 93.5 M | 14 | 9.85% | Reducidas |
|
| 199 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 2510 M | -USD 596 M | 2 | 8.46% | Reducidas |
|
| 200 |
Temasek Holdings
Singapore
| USD 2444 M | -USD 318 M | 4 | 8.55% | Reducidas |
|