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 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 3884 M | -USD 245 M | 22 | 15.24% | Reducidas |
|
| 177 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3871 M | -USD 190 M | 12 | 6.21% | Reducidas |
|
| 178 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 3841 M | -USD 224 M | 23 | 6.25% | Reducidas |
|
| 179 |
Soroban Capital Partners
New York
| USD 3834 M | -USD 139 M | 4 | 7.4% | Reducidas |
|
| 180 |
Man Group
London,
United Kingdom
| USD 3795 M | -USD 245 M | 22 | 6.89% | Reducidas |
|
| 181 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 3791 M | +USD 401 M | 15 | 11.8% | Aumentadas |
|
| 182 |
Nvidia Corp
Santa Clara,
California
| USD 3781 M | +USD 1990 M | 2 | 20.58% | Aumentadas |
|
| 183 |
Harris Associates
Chicago,
Illinois
| USD 3773 M | -USD 125 M | 6 | 5.03% | Reducidas |
|
| 184 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 3748 M | +USD 177 M | 24 | 12.12% | Aumentadas |
|
| 185 |
Clear Street
New York
| USD 3670 M | -USD 72.8 M | 12 | 14.91% | Reducidas |
|
| 186 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 3654 M | +USD 750 M | 12 | 5.87% | Aumentadas |
|
| 187 |
Generation Investment Management
London,
United Kingdom
| USD 3649 M | +USD 686 M | 4 | 32.7% | Aumentadas |
|
| 188 |
Millennium Management
New York
| USD 3638 M | -USD 204 M | 31 | 1.51% | Reducidas |
|
| 189 |
NMO
Newlands Management Operations
Dallas,
Texas
| USD 3606 M | USD 0 | 5 | 23.33% | Mantenido |
|
| 190 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 3566 M | +USD 687 M | 28 | 6.22% | Aumentadas |
|
| 191 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| USD 3564 M | -USD 144 M | 9 | 15.4% | Reducidas |
|
| 192 |
Holocene Advisors
New York
| USD 3555 M | -USD 25.5 M | 13 | 8.57% | Reducidas |
|
| 193 |
Vontobel Holding
Zurich,
Switzerland
| USD 3477 M | -USD 655 M | 23 | 11.95% | Reducidas |
|
| 194 |
Temasek Holdings
Singapore
| USD 3476 M | -USD 275 M | 6 | 11.4% | Reducidas |
|
| 195 |
Polen Capital Management
Boca Raton,
Florida
| USD 3473 M | -USD 2171 M | 8 | 24.02% | Reducidas |
|
| 196 |
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 3453 M | +USD 123 M | 32 | 3.67% | Aumentadas |
|
| 197 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 3434 M | -USD 183 M | 28 | 4.8% | Reducidas |
|
| 198 |
APG Asset Management
Amsterdam,
Netherlands
| USD 3432 M | -USD 402 M | 13 | 10.88% | Reducidas |
|
| 199 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 3413 M | +USD 19.6 M | 14 | 11.38% | Aumentadas |
|
| 200 |
Alkeon Capital Management
New York
| USD 3403 M | -USD 316 M | 5 | 5.72% | Reducidas |
|