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 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2447 M | -USD 21.1 M | 12 | 12.21% | Reducidas |
|
| 202 |
D1 Capital Partners
New York
| USD 2446 M | -USD 169 M | 3 | 15.99% | Reducidas |
|
| 203 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 2409 M | -USD 91.8 M | 23 | 12.57% | Reducidas |
|
| 204 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 2345 M | -USD 138 M | 16 | 14.4% | Reducidas |
|
| 205 |
AustralianSuper
Melbourne,
Australia
| USD 2343 M | +USD 13.7 M | 7 | 16.35% | Aumentadas |
|
| 206 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 2327 M | +USD 18.1 M | 19 | 13.49% | Aumentadas |
|
| 207 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2301 M | -USD 80.8 M | 23 | 12.33% | Reducidas |
|
| 208 |
AMP Capital Investors
Sydney,
Australia
| USD 2271 M | -USD 95.8 M | 17 | 10.9% | Reducidas |
|
| 209 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 2268 M | +USD 155 M | 19 | 12.35% | Aumentadas |
|
| 210 |
AIG
American International Group
New York
| USD 2267 M | -USD 90.8 M | 25 | 7.68% | Reducidas |
|
| 211 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 2248 M | -USD 195 M | 24 | 12.49% | Reducidas |
|
| 212 |
Man Group
London,
United Kingdom
| USD 2212 M | -USD 146 M | 22 | 7.79% | Reducidas |
|
| 213 |
Findlay Park Partners
London,
United Kingdom
| USD 2206 M | -USD 28.1 M | 3 | 15.01% | Reducidas |
|
| 214 |
HighTower Advisors
Chicago,
Illinois
| USD 2203 M | +USD 73.8 M | 23 | 6.38% | Aumentadas |
|
| 215 |
ARK Investment Management
St. Petersburg,
Florida
| USD 2202 M | -USD 119 M | 10 | 4.1% | Reducidas |
|
| 216 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 2200 M | +USD 56 M | 26 | 5.59% | Aumentadas |
|
| 217 |
Nomura Asset Management
Tokyo,
Japan
| USD 2175 M | +USD 22.5 M | 18 | 12.59% | Aumentadas |
|
| 218 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 2155 M | -USD 39.8 M | 23 | 9.45% | Reducidas |
|
| 219 |
SCGE Management
Menlo Park,
California
| USD 2140 M | USD 0 | 5 | 20.04% | Mantenido |
|
| 220 |
KeyBank National Association
Cleveland,
Ohio
| USD 2122 M | -USD 23.9 M | 16 | 9.31% | Reducidas |
|
| 221 |
Brown Brothers Harriman & Co
New York
| USD 2104 M | -USD 14.8 M | 18 | 12.4% | Reducidas |
|
| 222 |
Natixis Advisors
Boston,
Massachusetts
| USD 2090 M | +USD 107 M | 15 | 9.75% | Aumentadas |
|
| 223 |
Independent Franchise Partners
London,
United Kingdom
| USD 2079 M | -USD 175 M | 3 | 15.49% | Reducidas |
|
| 224 |
Aristotle Capital Management
Los Angeles,
California
| USD 2069 M | +USD 9.29 M | 1 | 3.96% | Aumentadas |
|
| 225 |
William Blair Investment Management
Chicago,
Illinois
| USD 2041 M | +USD 7.77 M | 9 | 6.4% | Aumentadas |
|