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 | |
|---|---|---|---|---|---|---|---|
| 201 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 3775 M | -USD 88.8 M | 26 | 3.51% | Reducidas |
|
| 202 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 3696 M | -USD 200 M | 28 | 4.65% | Reducidas |
|
| 203 |
NEOS Investment Management
Westport,
Connecticut
| USD 3645 M | +USD 422 M | 11 | 13.43% | Aumentadas |
|
| 204 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 3624 M | -USD 650 M | 14 | 9.37% | Reducidas |
|
| 205 |
Alkeon Capital Management
New York
| USD 3616 M | -USD 460 M | 5 | 4.88% | Reducidas |
|
| 206 |
Los Angeles Capital Management
Los Angeles,
California
| USD 3495 M | -USD 2.28 M | 25 | 12.85% | Reducidas |
|
| 207 |
SEB Asset Management
Stockholm,
| USD 3462 M | +USD 49.5 M | 19 | 13.04% | Aumentadas |
|
| 208 |
Generation Investment Management
London,
United Kingdom
| USD 3455 M | -USD 650 M | 4 | 33.58% | Reducidas |
|
| 209 |
Lansforsakringar Fondforvaltning
Stockholm,
Sweden
| USD 3425 M | -USD 207 M | 15 | 15.32% | Reducidas |
|
| 210 |
Swiss Life Asset Management
Zurich,
| USD 3417 M | +USD 116 M | 22 | 14.15% | Aumentadas |
|
| 211 |
STRS Ohio
Columbus,
Ohio
| USD 3396 M | -USD 238 M | 29 | 12.73% | Reducidas |
|
| 212 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 3369 M | -USD 128 M | 20 | 7.39% | Reducidas |
|
| 213 |
KeyBank National Association
Cleveland,
Ohio
| USD 3354 M | -USD 21.5 M | 18 | 11.03% | Reducidas |
|
| 214 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 3354 M | +USD 573 M | 5 | 13.09% | Aumentadas |
|
| 215 |
Nykredit A/S
Nordhavn,
Denmark
| USD 3353 M | +USD 3447 M | 23 | 12.78% | Nuevas |
|
| 216 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 3348 M | +USD 348 M | 19 | 8.99% | Aumentadas |
|
| 217 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 3342 M | -USD 364 M | 9 | 12.12% | Reducidas |
|
| 218 |
Point72 Asset Management
Stamford,
Connecticut
| USD 3325 M | +USD 232 M | 18 | 3.67% | Aumentadas |
|
| 219 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 3308 M | +USD 786 M | 7 | 8.25% | Aumentadas |
|
| 220 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 3306 M | +USD 11.7 M | 17 | 9.82% | Aumentadas |
|
| 221 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 3280 M | +USD 249 M | 24 | 5.68% | Aumentadas |
|
| 222 |
PineStone Asset Management
Montreal,
Quebec, Canada
| USD 3274 M | +USD 501 k | 3 | 20.22% | Aumentadas |
|
| 223 |
Polar Capital Holdings
London,
United Kingdom
| USD 3261 M | +USD 759 M | 9 | 7.7% | Aumentadas |
|
| 224 |
Life Cycle Investment Partners
London,
| USD 3223 M | +USD 380 M | 4 | 15.03% | Aumentadas |
|
| 225 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 3193 M | +USD 13.8 M | 32 | 1.71% | Aumentadas |
|