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 |
Polar Capital Holdings
London,
United Kingdom
| USD 2093 M | -USD 293 M | 11 | 12.3% | Reducidas |
|
| 177 |
Temasek Holdings
Singapore
| USD 2086 M | -USD 26.1 M | 4 | 11.43% | Reducidas |
|
| 178 |
Alkeon Capital Management
New York
| USD 2071 M | +USD 104 M | 5 | 5.57% | Aumentadas |
|
| 179 |
Asset Management One
Tokyo,
Japan
| USD 2049 M | -USD 39.1 M | 19 | 9.62% | Reducidas |
|
| 180 |
William Blair Investment Management
Chicago,
Illinois
| USD 2041 M | +USD 261 M | 8 | 7.56% | Aumentadas |
|
| 181 |
C WorldWide Group
Copenhagen,
Denmark
| USD 2032 M | +USD 26 M | 4 | 25.51% | Aumentadas |
|
| 182 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 2010 M | -USD 401 M | 5 | 19.73% | Reducidas |
|
| 183 |
Davis Selected Advisers
Tucson,
Arizona
| USD 2010 M | -USD 184 M | 8 | 12.89% | Reducidas |
|
| 184 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 1997 M | +USD 89.5 M | 26 | 5.2% | Aumentadas |
|
| 185 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 1985 M | USD 0 | 2 | 0.66% | Mantenido |
|
| 186 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1978 M | +USD 34.8 M | 19 | 12.49% | Aumentadas |
|
| 187 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 1978 M | -USD 235 M | 17 | 13.95% | Reducidas |
|
| 188 |
Findlay Park Partners
London,
United Kingdom
| USD 1960 M | +USD 60.7 M | 3 | 18.28% | Aumentadas |
|
| 189 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 1951 M | +USD 31.4 M | 15 | 9.06% | Aumentadas |
|
| 190 |
SC US (TTGP)
Menlo Park,
California
| USD 1948 M | +USD 47.2 M | 1 | 22.73% | Aumentadas |
|
| 191 |
Calamos Advisors
Naperville,
Illinois
| USD 1937 M | +USD 20.9 M | 12 | 8.35% | Aumentadas |
|
| 192 |
Aristotle Capital Management
Los Angeles,
California
| USD 1936 M | -USD 19.8 M | 1 | 4.08% | Reducidas |
|
| 193 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1922 M | -USD 28.3 M | 27 | 11.25% | Reducidas |
|
| 194 |
Storebrand Asset Management
Lysaker,
Norway
| USD 1903 M | -USD 349 M | 18 | 10.78% | Reducidas |
|
| 195 |
Renaissance Technologies
New York
| USD 1880 M | -USD 187 M | 27 | 2.23% | Reducidas |
|
| 196 |
Nomura Asset Management
Tokyo,
Japan
| USD 1874 M | +USD 192 M | 19 | 11.71% | Aumentadas |
|
| 197 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 1873 M | +USD 130 M | 10 | 10.15% | Aumentadas |
|
| 198 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1858 M | -USD 687 M | 16 | 4.44% | Reducidas |
|
| 199 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1857 M | +USD 43.8 M | 23 | 8.98% | Aumentadas |
|
| 200 |
Millennium Management
New York
| USD 1855 M | +USD 524 M | 41 | 1.15% | Aumentadas |
|