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 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 2692 M | -USD 11.8 M | 9 | 5.82% | Reducidas |
|
| 52 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 2647 M | -USD 21.6 M | 5 | 9.29% | Reducidas |
|
| 53 |
California Public Employees Retirement System
Sacramento,
California
| USD 2627 M | +USD 48.2 M | 12 | 4.87% | Aumentadas |
|
| 54 |
Harris Associates
Chicago,
Illinois
| USD 2580 M | +USD 487 M | 4 | 5.02% | Aumentadas |
|
| 55 |
BlackRock
New York
| USD 2477 M | +USD 91.4 M | 12 | 4.67% | Aumentadas |
|
| 56 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2374 M | +USD 20.8 M | 9 | 6.33% | Aumentadas |
|
| 57 |
First Eagle Investment Management
New York
| USD 2366 M | +USD 168 M | 6 | 6.87% | Aumentadas |
|
| 58 |
Charles Schwab
San Francisco,
California
| USD 2238 M | +USD 98 M | 11 | 4.56% | Aumentadas |
|
| 59 |
ValueAct Holdings
San Francisco,
California
| USD 2227 M | +USD 300 M | 1 | 20.1% | Aumentadas |
|
| 60 |
Prudential Financial
Newark,
New Jersey
| USD 2169 M | +USD 176 M | 11 | 4.61% | Aumentadas |
|
| 61 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2140 M | -USD 477 M | 2 | 6.94% | Reducidas |
|
| 62 |
Russell Frank Company
Seattle,
Washington
| USD 2103 M | +USD 12.5 M | 11 | 3.7% | Aumentadas |
|
| 63 |
Magellan Asset Management
Sydney,
Australia
| USD 2093 M | +USD 228 M | 3 | 22.52% | Aumentadas |
|
| 64 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2066 M | -USD 48.9 M | 8 | 5.68% | Reducidas |
|
| 65 |
BNP Paribas Financial Markets
Paris,
France
| USD 2055 M | +USD 1054 M | 12 | 1.49% | Aumentadas |
|
| 66 |
Eaton Vance Management
Boston,
Massachusetts
| USD 2029 M | -USD 337 M | 9 | 6.09% | Reducidas |
|
| 67 |
Yacktman Asset Management
Austin,
Texas
| USD 2001 M | +USD 128 M | 2 | 8.92% | Aumentadas |
|
| 68 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 1991 M | +USD 562 M | 11 | 3.89% | Aumentadas |
|
| 69 |
VOYA Investment Management
Atlanta,
Georgia
| USD 1990 M | -USD 134 M | 10 | 4.97% | Reducidas |
|
| 70 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 1971 M | +USD 122 M | 10 | 5.61% | Aumentadas |
|
| 71 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 1933 M | -USD 65.9 M | 12 | 2.82% | Reducidas |
|
| 72 |
Brown Brothers Harriman & Co
New York
| USD 1905 M | +USD 43.6 M | 8 | 9.01% | Aumentadas |
|
| 73 |
UBS
Zurich,
Switzerland
| USD 1895 M | +USD 193 M | 14 | 1.94% | Aumentadas |
|
| 74 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 1875 M | -USD 42.4 M | 13 | 1.44% | Reducidas |
|
| 75 |
ClearBridge Investments
New York
| USD 1866 M | -USD 216 M | 10 | 2.61% | Reducidas |
|