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 |
Viking Global Investors
Stamford,
Connecticut
| USD 2402 M | -USD 222 M | 2 | 9.71% | Reducidas |
|
| 202 |
Temasek Holdings
Singapore
| USD 2381 M | +USD 65.4 M | 4 | 10.03% | Aumentadas |
|
| 203 |
William Blair Investment Management
Chicago,
Illinois
| USD 2375 M | -USD 317 M | 8 | 7.1% | Reducidas |
|
| 204 |
Fifth Third Bancorp
Cincinnati,
Ohio
| USD 2356 M | +USD 20.5 M | 23 | 9.62% | Aumentadas |
|
| 205 |
Aristotle Capital Management
Los Angeles,
California
| USD 2342 M | -USD 20.5 M | 2 | 4.26% | Reducidas |
|
| 206 |
KeyBank National Association
Cleveland,
Ohio
| USD 2282 M | -USD 1.27 M | 19 | 9.64% | Reducidas |
|
| 207 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2281 M | +USD 27.6 M | 17 | 12.42% | Aumentadas |
|
| 208 |
Acadian Asset Management
Boston,
Massachusetts
| USD 2272 M | -USD 276 M | 22 | 9.37% | Reducidas |
|
| 209 |
Citadel Advisors
Miami,
Florida
| USD 2252 M | -USD 1275 M | 39 | 0.46% | Reducidas |
|
| 210 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 2250 M | -USD 3069 M | 2 | 5.22% | Reducidas |
|
| 211 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 2250 M | -USD 280 k | 13 | 17.37% | Reducidas |
|
| 212 |
Brown Brothers Harriman & Co
New York
| USD 2242 M | +USD 274 M | 19 | 15.85% | Aumentadas |
|
| 213 |
Teacher Retirement System of Texas
Austin,
Texas
| USD 2225 M | -USD 289 M | 23 | 11.39% | Reducidas |
|
| 214 |
Man Group
London,
United Kingdom
| USD 2199 M | +USD 101 M | 24 | 7.65% | Aumentadas |
|
| 215 |
Nomura Asset Management
Tokyo,
Japan
| USD 2198 M | -USD 40.5 M | 20 | 11.96% | Reducidas |
|
| 216 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2160 M | -USD 25.4 M | 9 | 10.42% | Reducidas |
|
| 217 |
Altarock Partners
West Palm Beach,
Florida
| USD 2159 M | +USD 796 M | 3 | 55.06% | Aumentadas |
|
| 218 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 2159 M | -USD 45.6 M | 25 | 12.04% | Reducidas |
|
| 219 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2113 M | -USD 319 M | 20 | 4.77% | Reducidas |
|
| 220 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 2075 M | -USD 427 M | 21 | 7.17% | Reducidas |
|
| 221 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 2048 M | -USD 12.2 M | 9 | 13% | Reducidas |
|
| 222 |
D1 Capital Partners
New York
| USD 2009 M | +USD 93.1 M | 3 | 23.65% | Aumentadas |
|
| 223 |
Osaic Holdings
Scottsdale,
Arizona
| USD 1914 M | +USD 70.3 M | 38 | 3.71% | Aumentadas |
|
| 224 |
American International Group
New York
| USD 1913 M | -USD 59.5 M | 25 | 10.48% | Reducidas |
|
| 225 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1896 M | +USD 47 M | 3 | 6.04% | Aumentadas |
|