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 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1382 M | +USD 64.4 M | 22 | 12.94% | Aumentadas |
|
| 202 |
Man Group
London,
United Kingdom
| USD 1367 M | +USD 41.9 M | 17 | 8.86% | Aumentadas |
|
| 203 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 1365 M | +USD 114 M | 11 | 10.93% | Aumentadas |
|
| 204 |
Appaloosa LP
Short Hills,
New Jersey
| USD 1362 M | -USD 201 M | 4 | 41.63% | Reducidas |
|
| 205 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 1350 M | -USD 72.1 M | 14 | 13.65% | Reducidas |
|
| 206 |
BNP Paribas Asset Management
Paris,
France
| USD 1347 M | -USD 68.2 M | 14 | 11.46% | Reducidas |
|
| 207 |
AustralianSuper
Melbourne,
Australia
| USD 1332 M | -USD 202 M | 7 | 17.06% | Reducidas |
|
| 208 |
USS Investment Management
London,
United Kingdom
| USD 1330 M | -USD 79.2 M | 11 | 18.09% | Reducidas |
|
| 209 |
DnB Asset Management
Oslo,
Norway
| USD 1323 M | -USD 486 M | 13 | 19.45% | Reducidas |
|
| 210 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1320 M | -USD 74.4 M | 5 | 14.79% | Reducidas |
|
| 211 |
LPL Financial
San Diego,
California
| USD 1289 M | +USD 102 M | 23 | 2.78% | Aumentadas |
|
| 212 |
Storebrand Asset Management
Lysaker,
Norway
| USD 1286 M | +USD 1374 M | 14 | 13.35% | Nuevas |
|
| 213 |
Ruane, Cunniff & Goldfarb
New York
| USD 1285 M | -USD 203 M | 4 | 20.59% | Reducidas |
|
| 214 |
Findlay Park Partners
London,
United Kingdom
| USD 1256 M | +USD 85.1 M | 3 | 12.08% | Aumentadas |
|
| 215 |
KeyBank National Association
Cleveland,
Ohio
| USD 1249 M | -USD 24.5 M | 13 | 8.34% | Reducidas |
|
| 216 |
Aristotle Capital Management
Los Angeles,
California
| USD 1201 M | -USD 195 M | 1 | 5.07% | Reducidas |
|
| 217 |
D1 Capital Partners
New York
| USD 1194 M | +USD 159 M | 4 | 12.35% | Aumentadas |
|
| 218 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1189 M | -USD 124 M | 11 | 12.75% | Reducidas |
|
| 219 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1173 M | -USD 22.6 M | 18 | 8.37% | Reducidas |
|
| 220 |
Natixis Advisors
Boston,
Massachusetts
| USD 1170 M | +USD 68 M | 13 | 9.54% | Aumentadas |
|
| 221 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 1169 M | -USD 372 M | 13 | 5.98% | Reducidas |
|
| 222 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 1161 M | -USD 29.4 M | 7 | 15.74% | Reducidas |
|
| 223 |
Parallax Volatility Advisers
San Francisco,
California
| USD 1158 M | +USD 632 M | 18 | 1.49% | Aumentadas |
|
| 224 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 1146 M | USD 0 | 20 | 5.23% | Mantenido |
|
| 225 |
Renaissance Technologies
New York
| USD 1146 M | -USD 737 M | 19 | 1.11% | Reducidas |
|