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 |
Polar Capital Holdings
London,
United Kingdom
| USD 2125 M | +USD 2103 M | 9 | 12.87% | Nuevas |
|
| 202 |
SCGE Management
Menlo Park,
California
| USD 2112 M | +USD 39.6 M | 6 | 24.55% | Aumentadas |
|
| 203 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 2090 M | +USD 22.6 M | 26 | 12.73% | Aumentadas |
|
| 204 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2088 M | +USD 79.7 M | 13 | 12.83% | Aumentadas |
|
| 205 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 2067 M | +USD 52.4 M | 22 | 12.57% | Aumentadas |
|
| 206 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 2055 M | -USD 317 M | 23 | 12.39% | Reducidas |
|
| 207 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 2045 M | -USD 79.3 M | 20 | 14.07% | Reducidas |
|
| 208 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2033 M | -USD 136 M | 21 | 12.03% | Reducidas |
|
| 209 |
American International Group
New York
| USD 2020 M | -USD 135 M | 22 | 7.48% | Reducidas |
|
| 210 |
Longview Partners
St Peter Port,
Guernsey
| USD 2006 M | -USD 429 M | 2 | 9.73% | Reducidas |
|
| 211 |
AMP Capital Investors
Sydney,
Australia
| USD 1986 M | -USD 82.7 M | 19 | 10.69% | Reducidas |
|
| 212 |
Vontobel Holding
Zurich,
Switzerland
| USD 1970 M | +USD 1943 M | 23 | 12.91% | Nuevas |
|
| 213 |
Findlay Park Partners
London,
United Kingdom
| USD 1954 M | -USD 202 M | 3 | 13.55% | Reducidas |
|
| 214 |
William Blair Investment Management
Chicago,
Illinois
| USD 1951 M | -USD 50 M | 9 | 6.5% | Reducidas |
|
| 215 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1937 M | +USD 6.84 M | 4 | 6.78% | Aumentadas |
|
| 216 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 1935 M | +USD 20.8 M | 19 | 15.88% | Aumentadas |
|
| 217 |
Brown Brothers Harriman & Co
New York
| USD 1911 M | -USD 151 M | 16 | 12.74% | Reducidas |
|
| 218 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 1900 M | +USD 5.78 M | 18 | 12.64% | Aumentadas |
|
| 219 |
Nomura Asset Management
Tokyo,
Japan
| USD 1875 M | -USD 34.4 M | 16 | 12.61% | Reducidas |
|
| 220 |
Marshall Wace North America
New York
| USD 1860 M | +USD 247 M | 13 | 8.37% | Aumentadas |
|
| 221 |
USS Investment Management
London,
United Kingdom
| USD 1834 M | -USD 100 M | 15 | 16.65% | Reducidas |
|
| 222 |
KeyBank National Association
Cleveland,
Ohio
| USD 1804 M | -USD 30.1 M | 15 | 8.83% | Reducidas |
|
| 223 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 1803 M | +USD 46.6 M | 26 | 5.42% | Aumentadas |
|
| 224 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1791 M | +USD 7.26 M | 19 | 8.81% | Aumentadas |
|
| 225 |
Epoch Investment Partners
New York
| USD 1741 M | -USD 189 M | 6 | 8% | Reducidas |
|