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 |
Nomura Asset Management
Tokyo,
Japan
| USD 1458 M | +USD 1.87 M | 16 | 13.06% | Aumentadas |
|
| 202 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 1438 M | +USD 1358 M | 14 | 6.18% | Nuevas |
|
| 203 |
Soroban Capital Partners
New York
| USD 1402 M | -USD 105 M | 3 | 18.39% | Reducidas |
|
| 204 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 1402 M | +USD 98.5 M | 18 | 6.36% | Aumentadas |
|
| 205 |
First Pacific Advisors
El Segundo,
California
| USD 1401 M | +USD 47 M | 6 | 13.32% | Aumentadas |
|
| 206 |
Man Group
London,
United Kingdom
| USD 1399 M | -USD 47.8 M | 19 | 4.6% | Reducidas |
|
| 207 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 1392 M | +USD 21.8 M | 17 | 4.46% | Aumentadas |
|
| 208 |
Aristotle Capital Management
Los Angeles,
California
| USD 1388 M | +USD 449 M | 1 | 4.56% | Aumentadas |
|
| 209 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1386 M | +USD 31.8 M | 22 | 10.74% | Aumentadas |
|
| 210 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1383 M | +USD 113 M | 11 | 10.83% | Aumentadas |
|
| 211 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1365 M | +USD 5.38 M | 16 | 11.31% | Aumentadas |
|
| 212 |
LSV Asset Management
Chicago,
Illinois
| USD 1353 M | +USD 4.44 M | 9 | 2.11% | Aumentadas |
|
| 213 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 1352 M | -USD 478 M | 11 | 8.51% | Reducidas |
|
| 214 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1335 M | +USD 258 M | 7 | 22.66% | Aumentadas |
|
| 215 |
KeyBank National Association
Cleveland,
Ohio
| USD 1309 M | -USD 22.9 M | 14 | 7.02% | Reducidas |
|
| 216 |
Genesis Investment Management
London,
United Kingdom
| USD 1285 M | +USD 35.2 M | 2 | 32.81% | Aumentadas |
|
| 217 |
Maverick Capital
Dallas,
Texas
| USD 1273 M | -USD 280 M | 6 | 18.53% | Reducidas |
|
| 218 |
MUFG Securities EMEA
London,
United Kingdom
| USD 1262 M | +USD 666 M | 11 | 9.95% | Aumentadas |
|
| 219 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 1250 M | +USD 292 M | 14 | 9.29% | Aumentadas |
|
| 220 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1246 M | -USD 112 M | 7 | 13.28% | Reducidas |
|
| 221 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 1236 M | -USD 65.5 M | 11 | 12.21% | Reducidas |
|
| 222 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1234 M | -USD 9.5 M | 16 | 6.87% | Reducidas |
|
| 223 |
LPL Financial
San Diego,
California
| USD 1232 M | +USD 93.4 M | 21 | 2.24% | Aumentadas |
|
| 224 |
Charles Schwab Investment Advisory
San Francisco,
California
| USD 1214 M | +USD 26.5 M | 3 | 1.72% | Aumentadas |
|
| 225 |
Findlay Park Partners
London,
United Kingdom
| USD 1209 M | USD 0 | 2 | 9.47% | Mantenido |
|