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 | |
|---|---|---|---|---|---|---|---|
| 51 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 21.2 mil M | +USD 544 M | 15 | 13.68% | Aumentadas |
|
| 52 |
Vanguard Global Advisers
Malvern,
Pennsylvania
| USD 20.6 mil M | -USD 216 M | 35 | 9.62% | Reducidas |
|
| 53 |
California Public Employees Retirement System
Sacramento,
California
| USD 19.8 mil M | -USD 4525 M | 17 | 11.17% | Reducidas |
|
| 54 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 19.6 mil M | +USD 448 M | 23 | 10.82% | Aumentadas |
|
| 55 |
Schroder Investment Management Group
London,
United Kingdom
| USD 19.4 mil M | +USD 147 M | 18 | 13.74% | Aumentadas |
|
| 56 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 19.3 mil M | +USD 1498 M | 18 | 14.78% | Aumentadas |
|
| 57 |
Vanguard Asset Management
London, Ec4n 8af,
| USD 19.1 mil M | +USD 2221 M | 25 | 12.87% | Aumentadas |
|
| 58 |
Swedbank
Stockholm,
Sweden
| USD 18.1 mil M | -USD 14.4 M | 15 | 15.62% | Reducidas |
|
| 59 |
Primecap Management
Pasadena,
California
| USD 17.9 mil M | -USD 317 M | 10 | 10.59% | Reducidas |
|
| 60 |
Dodge & Cox
San Francisco,
California
| USD 17.8 mil M | +USD 677 M | 7 | 9.31% | Aumentadas |
|
| 61 |
AQR Capital Management
Greenwich,
Connecticut
| USD 17.4 mil M | +USD 2643 M | 31 | 6.08% | Aumentadas |
|
| 62 |
Neuberger Berman Group
New York
| USD 17.2 mil M | +USD 467 M | 26 | 11.42% | Aumentadas |
|
| 63 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 17 mil M | +USD 523 M | 14 | 21.28% | Aumentadas |
|
| 64 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 16.8 mil M | -USD 122 M | 36 | 12.67% | Reducidas |
|
| 65 |
Principal Financial Group
Des Moines,
Iowa
| USD 16.6 mil M | -USD 1343 M | 21 | 8.17% | Reducidas |
|
| 66 |
Nordea Investment Management
Stockholm,
Sweden
| USD 15.8 mil M | -USD 342 M | 21 | 12.89% | Reducidas |
|
| 67 |
Victory Capital Management
San Antonio,
Texas
| USD 15.7 mil M | -USD 91.6 M | 29 | 8.82% | Reducidas |
|
| 68 |
BNP Paribas Financial Markets
Paris,
France
| USD 15.6 mil M | -USD 1443 M | 42 | 5.42% | Reducidas |
|
| 69 |
LPL Financial
San Diego,
California
| USD 15.4 mil M | +USD 500 M | 39 | 3.47% | Aumentadas |
|
| 70 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 15.4 mil M | +USD 874 M | 30 | 10.98% | Aumentadas |
|
| 71 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 14.6 mil M | -USD 76.2 M | 33 | 13.43% | Reducidas |
|
| 72 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 14.3 mil M | -USD 701 M | 10 | 9.35% | Reducidas |
|
| 73 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 13.9 mil M | -USD 907 M | 10 | 12.64% | Reducidas |
|
| 74 |
Envestnet Asset Management
Chicago,
Illinois
| USD 13.8 mil M | +USD 9.46 M | 26 | 3.25% | Aumentadas |
|
| 75 |
Fidelity International
Hamilton,
Bermuda
| USD 13.3 mil M | +USD 541 M | 18 | 9.56% | Aumentadas |
|