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 |
Temasek Holdings
Singapore
| USD 1842 M | -USD 3.84 M | 4 | 10.77% | Reducidas |
|
| 177 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1835 M | +USD 50.6 M | 28 | 9.8% | Aumentadas |
|
| 178 |
D1 Capital Partners
New York
| USD 1833 M | +USD 405 M | 5 | 37.58% | Aumentadas |
|
| 179 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1788 M | +USD 43.4 M | 19 | 10.88% | Aumentadas |
|
| 180 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 1778 M | +USD 14.4 M | 17 | 12.14% | Aumentadas |
|
| 181 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 1775 M | USD 0 | 2 | 0.59% | Mantenido |
|
| 182 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 1772 M | +USD 13 M | 28 | 4.26% | Aumentadas |
|
| 183 |
Wellcome Trust
London,
United Kingdom
| USD 1746 M | USD 0 | 5 | 25.83% | Mantenido |
|
| 184 |
Magellan Asset Management
Sydney,
Australia
| USD 1742 M | -USD 833 M | 5 | 14.91% | Reducidas |
|
| 185 |
William Blair Investment Management
Chicago,
Illinois
| USD 1721 M | +USD 1.89 M | 8 | 6.58% | Aumentadas |
|
| 186 |
Soroban Capital Partners
New York
| USD 1708 M | -USD 291 M | 4 | 20.52% | Reducidas |
|
| 187 |
C WorldWide Group
Copenhagen,
Denmark
| USD 1703 M | -USD 14.9 M | 4 | 22.57% | Reducidas |
|
| 188 |
Aristotle Capital Management
Los Angeles,
California
| USD 1698 M | -USD 84.3 M | 1 | 3.6% | Reducidas |
|
| 189 |
Asset Management One
Tokyo,
Japan
| USD 1696 M | -USD 95.1 M | 19 | 8.27% | Reducidas |
|
| 190 |
Storebrand Asset Management
Lysaker,
Norway
| USD 1683 M | -USD 32.8 M | 18 | 9.29% | Reducidas |
|
| 191 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 1681 M | -USD 77.8 M | 14 | 7.85% | Reducidas |
|
| 192 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 1674 M | +USD 631 M | 28 | 4.26% | Aumentadas |
|
| 193 |
Altarock Partners
West Palm Beach,
Florida
| USD 1655 M | +USD 116 M | 3 | 52.03% | Aumentadas |
|
| 194 |
Iconiq Capital
San Francisco,
California
| USD 1655 M | -USD 496 M | 6 | 24.39% | Reducidas |
|
| 195 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 1648 M | +USD 451 M | 2 | 15.73% | Aumentadas |
|
| 196 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1611 M | +USD 5.8 M | 21 | 7.74% | Aumentadas |
|
| 197 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1606 M | +USD 13.7 M | 5 | 18.39% | Aumentadas |
|
| 198 |
Longview Partners
St Peter Port,
Guernsey
| USD 1602 M | +USD 105 M | 3 | 12.72% | Aumentadas |
|
| 199 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1589 M | +USD 198 M | 6 | 10.8% | Aumentadas |
|
| 200 |
Polar Capital Holdings
London,
United Kingdom
| USD 1588 M | -USD 187 M | 10 | 12.66% | Reducidas |
|