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 |
Soroban Capital Partners
New York
| USD 1002 M | +USD 195 M | 2 | 4.14% | Aumentadas |
|
| 202 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 998 M | +USD 188 M | 6 | 9.89% | Aumentadas |
|
| 203 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 992 M | +USD 18.2 M | 4 | 4.97% | Aumentadas |
|
| 204 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 970 M | +USD 49.4 M | 17 | 8.62% | Aumentadas |
|
| 205 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 966 M | -USD 112 M | 6 | 25.62% | Reducidas |
|
| 206 |
Nomura Asset Management
Tokyo,
Japan
| USD 963 M | +USD 176 M | 13 | 11.14% | Aumentadas |
|
| 207 |
KBC Group
Brussels,
Belgium
| USD 962 M | -USD 44.7 M | 14 | 8.22% | Reducidas |
|
| 208 |
Fundsmith LLP
London,
United Kingdom
| USD 949 M | +USD 1.22 M | 1 | 8.13% | Aumentadas |
|
| 209 |
Millennium Management
New York
| USD 948 M | +USD 179 M | 22 | 1.31% | Aumentadas |
|
| 210 |
Nomura Holdings
Tokyo,
Japan
| USD 944 M | +USD 449 M | 14 | 1.68% | Aumentadas |
|
| 211 |
Thomaspartners
Boston,
Massachusetts
| USD 940 M | +USD 18.3 M | 3 | 6.87% | Aumentadas |
|
| 212 |
Longview Partners
St Peter Port,
Guernsey
| USD 936 M | +USD 86.9 M | 1 | 4.9% | Aumentadas |
|
| 213 |
KeyBank National Association
Cleveland,
Ohio
| USD 928 M | -USD 33.7 M | 11 | 5.32% | Reducidas |
|
| 214 |
TCW Group
Los Angeles,
California
| USD 923 M | -USD 50.6 M | 8 | 7.43% | Reducidas |
|
| 215 |
BNP Paribas Asset Management
Paris,
France
| USD 905 M | -USD 54.7 M | 14 | 7.72% | Reducidas |
|
| 216 |
Acadian Asset Management
Boston,
Massachusetts
| USD 900 M | -USD 249 M | 18 | 3.9% | Reducidas |
|
| 217 |
Carmignac Gestion
Paris,
France
| USD 897 M | +USD 606 M | 2 | 5.96% | Aumentadas |
|
| 218 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 897 M | -USD 20.6 M | 11 | 7.07% | Reducidas |
|
| 219 |
USS Investment Management
London,
United Kingdom
| USD 894 M | -USD 5.77 M | 5 | 10.41% | Reducidas |
|
| 220 |
Causeway Capital Management
Los Angeles,
California
| USD 892 M | -USD 38.5 M | 3 | 9.46% | Reducidas |
|
| 221 |
Fayez Sarofim & Co
Houston,
Texas
| USD 892 M | -USD 48.2 M | 6 | 4.62% | Reducidas |
|
| 222 |
Calamos Advisors
Naperville,
Illinois
| USD 886 M | -USD 34.3 M | 11 | 4.52% | Reducidas |
|
| 223 |
Findlay Park Partners
London,
United Kingdom
| USD 876 M | -USD 195 M | 2 | 8.33% | Reducidas |
|
| 224 |
Natixis Advisors
Boston,
Massachusetts
| USD 868 M | +USD 4.39 M | 12 | 8.84% | Aumentadas |
|
| 225 |
Westfield Capital Management
Boston,
Massachusetts
| USD 855 M | -USD 57.3 M | 5 | 6.53% | Reducidas |
|