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 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 3158 M | -USD 230 M | 4 | 33.08% | Reducidas |
|
| 177 |
Aviva
London,
United Kingdom
| USD 3082 M | +USD 11.8 M | 18 | 12.92% | Aumentadas |
|
| 178 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 3069 M | -USD 32.8 M | 10 | 13.88% | Reducidas |
|
| 179 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3064 M | +USD 240 M | 8 | 14.24% | Aumentadas |
|
| 180 |
Asset Management One
Tokyo,
Japan
| USD 3063 M | -USD 17.2 M | 21 | 10.67% | Reducidas |
|
| 181 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 3049 M | +USD 22.6 M | 19 | 16.29% | Aumentadas |
|
| 182 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 3047 M | -USD 278 M | 4 | 15.56% | Reducidas |
|
| 183 |
Vontobel Asset Management
New York
| USD 3042 M | -USD 900 M | 3 | 17.88% | Reducidas |
|
| 184 |
Storebrand Asset Management
Lysaker,
Norway
| USD 3003 M | +USD 97.3 M | 18 | 13.34% | Aumentadas |
|
| 185 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 2995 M | -USD 11.2 M | 26 | 5.59% | Reducidas |
|
| 186 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 2947 M | -USD 276 M | 5 | 20.16% | Reducidas |
|
| 187 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 2937 M | -USD 9.5 M | 17 | 15.12% | Reducidas |
|
| 188 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 2883 M | -USD 490 M | 7 | 24.36% | Reducidas |
|
| 189 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 2882 M | -USD 117 M | 3 | 14.73% | Reducidas |
|
| 190 |
Renaissance Technologies
New York
| USD 2868 M | +USD 569 M | 24 | 3.57% | Aumentadas |
|
| 191 |
C WorldWide Group
Copenhagen,
Denmark
| USD 2843 M | -USD 56.2 M | 4 | 26.84% | Reducidas |
|
| 192 |
DnB Asset Management
Oslo,
Norway
| USD 2816 M | -USD 128 M | 15 | 16.52% | Reducidas |
|
| 193 |
William Blair Investment Management
Chicago,
Illinois
| USD 2800 M | +USD 476 M | 10 | 7.57% | Aumentadas |
|
| 194 |
Wellcome Trust
London,
United Kingdom
| USD 2789 M | -USD 21.6 M | 5 | 26.47% | Reducidas |
|
| 195 |
Capitolis Advisors
New York
| USD 2759 M | +USD 883 M | 11 | 16.46% | Aumentadas |
|
| 196 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 2726 M | -USD 1813 M | 24 | 5.78% | Reducidas |
|
| 197 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 2711 M | -USD 122 M | 17 | 13.55% | Reducidas |
|
| 198 |
Acadian Asset Management
Boston,
Massachusetts
| USD 2701 M | -USD 272 M | 20 | 10.09% | Reducidas |
|
| 199 |
Viking Global Investors
Stamford,
Connecticut
| USD 2699 M | +USD 485 M | 3 | 7.77% | Aumentadas |
|
| 200 |
Harding Loevner
Bridgewater,
New Jersey
| USD 2669 M | -USD 390 M | 5 | 10.23% | Reducidas |
|