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 |
Davis Selected Advisers
Tucson,
Arizona
| USD 2831 M | -USD 105 M | 8 | 14.3% | Reducidas |
|
| 177 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 2808 M | -USD 69.1 M | 17 | 16.81% | Reducidas |
|
| 178 |
Storebrand Asset Management
Lysaker,
Norway
| USD 2806 M | -USD 27.3 M | 17 | 13.23% | Reducidas |
|
| 179 |
Asset Management One
Tokyo,
Japan
| USD 2703 M | -USD 135 M | 22 | 10.55% | Reducidas |
|
| 180 |
Wellcome Trust
London,
United Kingdom
| USD 2671 M | +USD 34.8 M | 5 | 27.91% | Aumentadas |
|
| 181 |
Alkeon Capital Management
New York
| USD 2653 M | -USD 593 M | 5 | 5.32% | Reducidas |
|
| 182 |
C WorldWide Group
Copenhagen,
Denmark
| USD 2634 M | -USD 71 M | 4 | 28.7% | Reducidas |
|
| 183 |
Marshall Wace
London,
United Kingdom
| USD 2631 M | -USD 1983 M | 30 | 4.98% | Reducidas |
|
| 184 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 2628 M | -USD 467 M | 8 | 7% | Reducidas |
|
| 185 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 2554 M | -USD 197 M | 3 | 15.67% | Reducidas |
|
| 186 |
Two Sigma Advisers
New York
| USD 2539 M | +USD 220 M | 24 | 6.75% | Aumentadas |
|
| 187 |
Natixis Advisors
Boston,
Massachusetts
| USD 2529 M | +USD 28.7 M | 18 | 9.64% | Aumentadas |
|
| 188 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 2519 M | +USD 14.1 M | 20 | 13.94% | Aumentadas |
|
| 189 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 2507 M | -USD 466 M | 4 | 33.49% | Reducidas |
|
| 190 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 2501 M | +USD 86.9 M | 27 | 12.32% | Aumentadas |
|
| 191 |
Findlay Park Partners
London,
United Kingdom
| USD 2494 M | +USD 83.4 M | 3 | 18.83% | Aumentadas |
|
| 192 |
Calamos Advisors
Naperville,
Illinois
| USD 2486 M | +USD 221 M | 13 | 9.33% | Aumentadas |
|
| 193 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 2483 M | -USD 32.4 M | 15 | 9.56% | Reducidas |
|
| 194 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 2481 M | -USD 270 M | 7 | 30.75% | Reducidas |
|
| 195 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 2478 M | +USD 119 M | 27 | 5.66% | Aumentadas |
|
| 196 |
Aviva
London,
United Kingdom
| USD 2458 M | -USD 424 M | 18 | 12.29% | Reducidas |
|
| 197 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 2458 M | -USD 277 M | 17 | 14.42% | Reducidas |
|
| 198 |
Renaissance Technologies
New York
| USD 2457 M | -USD 280 M | 30 | 2.88% | Reducidas |
|
| 199 |
CIBC World Markets
New York
| USD 2455 M | -USD 720 M | 11 | 19.18% | Reducidas |
|
| 200 |
NN Investment Partners Holdings
The Hague,
Netherlands
| USD 2445 M | -USD 90.6 M | 18 | 13.18% | Reducidas |
|