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 1732 M | -USD 86.6 M | 14 | 14.66% | Reducidas |
|
| 202 |
Brown Brothers Harriman & Co
New York
| USD 1728 M | -USD 91.8 M | 16 | 13% | Reducidas |
|
| 203 |
USS Investment Management
London,
United Kingdom
| USD 1727 M | +USD 88 M | 15 | 18.05% | Aumentadas |
|
| 204 |
SoftBank Group
Tokyo,
Japan
| USD 1702 M | +USD 1529 M | 3 | 9.72% | Nuevas |
|
| 205 |
William Blair Investment Management
Chicago,
Illinois
| USD 1693 M | -USD 997 M | 9 | 6.89% | Reducidas |
|
| 206 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 1688 M | +USD 211 M | 14 | 13.76% | Aumentadas |
|
| 207 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 1681 M | +USD 716 M | 9 | 13.47% | Aumentadas |
|
| 208 |
DnB Asset Management
Oslo,
Norway
| USD 1658 M | +USD 12.3 M | 12 | 19.47% | Aumentadas |
|
| 209 |
Jane Street
New York
| USD 1658 M | -USD 88.6 M | 28 | 1.24% | Reducidas |
|
| 210 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1624 M | -USD 214 M | 18 | 13.42% | Reducidas |
|
| 211 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 1619 M | -USD 23.7 M | 5 | 15.5% | Reducidas |
|
| 212 |
KeyBank National Association
Cleveland,
Ohio
| USD 1607 M | -USD 6.63 M | 14 | 9.27% | Reducidas |
|
| 213 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1590 M | -USD 198 M | 8 | 5.56% | Reducidas |
|
| 214 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1576 M | -USD 162 M | 22 | 13.58% | Reducidas |
|
| 215 |
MUFG Securities EMEA
London,
United Kingdom
| USD 1575 M | -USD 509 M | 10 | 13.73% | Reducidas |
|
| 216 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1550 M | +USD 26.6 M | 17 | 9.29% | Aumentadas |
|
| 217 |
Boston Partners
Boston,
Massachusetts
| USD 1540 M | -USD 258 M | 12 | 2.83% | Reducidas |
|
| 218 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1538 M | -USD 623 M | 16 | 5.3% | Reducidas |
|
| 219 |
SCM
Steadfast Capital Management
New York
| USD 1531 M | +USD 261 M | 4 | 17.49% | Aumentadas |
|
| 220 |
Natixis Advisors
Boston,
Massachusetts
| USD 1530 M | +USD 47.1 M | 12 | 10.15% | Aumentadas |
|
| 221 |
Two Sigma Advisers
New York
| USD 1512 M | +USD 82.1 M | 17 | 4.44% | Aumentadas |
|
| 222 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 1502 M | +USD 788 M | 14 | 17.3% | Aumentadas |
|
| 223 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1497 M | +USD 685 k | 9 | 10.29% | Aumentadas |
|
| 224 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 1488 M | +USD 67.5 M | 22 | 5.62% | Aumentadas |
|
| 225 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 1471 M | USD 0 | 1 | 0.73% | Mantenido |
|