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 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 2179 M | +USD 61.1 M | 20 | 13.85% | Aumentadas |
|
| 177 |
Cerity Partners
New York
| USD 2176 M | +USD 331 M | 18 | 5.13% | Aumentadas |
|
| 178 |
Two Sigma Advisers
New York
| USD 2158 M | -USD 790 M | 31 | 5.56% | Reducidas |
|
| 179 |
William Blair Investment Management
Chicago,
Illinois
| USD 2154 M | +USD 105 M | 9 | 7.51% | Aumentadas |
|
| 180 |
Renaissance Technologies
New York
| USD 2143 M | -USD 425 M | 31 | 2.84% | Reducidas |
|
| 181 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 2129 M | +USD 13.1 M | 19 | 12.08% | Aumentadas |
|
| 182 |
Alkeon Capital Management
New York
| USD 2110 M | +USD 254 M | 5 | 4.65% | Aumentadas |
|
| 183 |
SC US (TTGP)
Menlo Park,
California
| USD 2104 M | USD 0 | 1 | 24.8% | Mantenido |
|
| 184 |
Temasek Holdings
Singapore
| USD 2101 M | +USD 42.8 M | 4 | 12.47% | Aumentadas |
|
| 185 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 2093 M | -USD 302 M | 4 | 11.42% | Reducidas |
|
| 186 |
Nomura Asset Management
Tokyo,
Japan
| USD 2073 M | -USD 113 M | 20 | 10.89% | Reducidas |
|
| 187 |
Wellcome Trust
London,
United Kingdom
| USD 2052 M | -USD 27.8 M | 5 | 28.63% | Reducidas |
|
| 188 |
Asset Management One
Tokyo,
Japan
| USD 2047 M | +USD 42.1 M | 19 | 9.28% | Aumentadas |
|
| 189 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 2035 M | -USD 11.1 M | 2 | 0.63% | Reducidas |
|
| 190 |
Rockefeller Capital Management
New York
| USD 2005 M | +USD 151 M | 19 | 8.62% | Aumentadas |
|
| 191 |
Storebrand Asset Management
Lysaker,
Norway
| USD 1999 M | +USD 34 M | 17 | 10.12% | Aumentadas |
|
| 192 |
Longview Partners
St Peter Port,
Guernsey
| USD 1970 M | +USD 88 M | 3 | 13.9% | Aumentadas |
|
| 193 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 1937 M | -USD 55.4 M | 13 | 8.6% | Reducidas |
|
| 194 |
Altarock Partners
West Palm Beach,
Florida
| USD 1930 M | -USD 51.1 M | 3 | 52.86% | Reducidas |
|
| 195 |
Davis Selected Advisers
Tucson,
Arizona
| USD 1920 M | +USD 14 M | 6 | 12.69% | Aumentadas |
|
| 196 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 1911 M | +USD 11.2 M | 5 | 19.56% | Aumentadas |
|
| 197 |
Magellan Asset Management
Sydney,
Australia
| USD 1911 M | -USD 146 M | 5 | 16.32% | Reducidas |
|
| 198 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1898 M | -USD 14.1 M | 23 | 8.84% | Reducidas |
|
| 199 |
Mariner
Overland Park,
Kansas
| USD 1803 M | +USD 112 M | 23 | 5.24% | Aumentadas |
|
| 200 |
Osaic Holdings
Scottsdale,
Arizona
| USD 1801 M | +USD 11.4 M | 41 | 3.39% | Aumentadas |
|