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 Holdings
Tokyo,
Japan
| USD 2191 M | -USD 404 M | 19 | 4.97% | Reducidas |
|
| 202 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 2187 M | +USD 33.7 M | 20 | 14.36% | Aumentadas |
|
| 203 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 2183 M | -USD 169 M | 19 | 7.58% | Reducidas |
|
| 204 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2179 M | -USD 75.3 M | 13 | 11.9% | Reducidas |
|
| 205 |
Coatue Management
New York
| USD 2162 M | +USD 271 M | 3 | 11.85% | Aumentadas |
|
| 206 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 2149 M | -USD 48 M | 24 | 12.76% | Reducidas |
|
| 207 |
ARK Investment Management
St. Petersburg,
Florida
| USD 2132 M | +USD 64.4 M | 11 | 4.23% | Aumentadas |
|
| 208 |
Man Group
London,
United Kingdom
| USD 2099 M | -USD 204 M | 21 | 9.23% | Reducidas |
|
| 209 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2080 M | -USD 54.8 M | 24 | 11.68% | Reducidas |
|
| 210 |
AMP Capital Investors
Sydney,
Australia
| USD 2077 M | +USD 1.6 M | 17 | 10.37% | Aumentadas |
|
| 211 |
American International Group
New York
| USD 2068 M | -USD 76.1 M | 24 | 7.25% | Reducidas |
|
| 212 |
AustralianSuper
Melbourne,
Australia
| USD 2049 M | -USD 388 M | 6 | 16.03% | Reducidas |
|
| 213 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 2039 M | -USD 15.4 M | 16 | 15.27% | Reducidas |
|
| 214 |
Two Sigma Advisers
New York
| USD 2021 M | +USD 393 M | 18 | 5.55% | Aumentadas |
|
| 215 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2014 M | -USD 191 M | 4 | 6.14% | Reducidas |
|
| 216 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 2007 M | +USD 8.66 M | 18 | 12.63% | Aumentadas |
|
| 217 |
Independent Franchise Partners
London,
United Kingdom
| USD 1968 M | -USD 531 M | 3 | 15.68% | Reducidas |
|
| 218 |
Jackson Square Partners
Larkspur,
California
| USD 1953 M | -USD 1533 M | 5 | 11.1% | Reducidas |
|
| 219 |
Findlay Park Partners
London,
United Kingdom
| USD 1912 M | -USD 168 M | 3 | 13.28% | Reducidas |
|
| 220 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 1911 M | +USD 13.9 M | 20 | 8.87% | Aumentadas |
|
| 221 |
Nomura Asset Management
Tokyo,
Japan
| USD 1909 M | -USD 36.1 M | 17 | 12.16% | Reducidas |
|
| 222 |
USS Investment Management
London,
United Kingdom
| USD 1898 M | -USD 916 k | 16 | 16.38% | Reducidas |
|
| 223 |
SCGE Management
Menlo Park,
California
| USD 1884 M | -USD 209 M | 5 | 21.14% | Reducidas |
|
| 224 |
KeyBank National Association
Cleveland,
Ohio
| USD 1877 M | -USD 20.3 M | 16 | 8.72% | Reducidas |
|
| 225 |
HighTower Advisors
Chicago,
Illinois
| USD 1869 M | +USD 152 M | 23 | 5.9% | Aumentadas |
|