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 |
Temasek Holdings
Singapore
| USD 5129 M | USD 0 | 2 | 33.06% | Mantenido |
|
| 52 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 4943 M | -USD 184 M | 20 | 6.03% | Reducidas |
|
| 53 |
Magellan Asset Management
Sydney,
Australia
| USD 4702 M | +USD 75.6 M | 4 | 19.72% | Aumentadas |
|
| 54 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 4651 M | -USD 28.5 M | 13 | 8.99% | Reducidas |
|
| 55 |
First Eagle Investment Management
New York
| USD 4629 M | -USD 18.4 M | 7 | 11.1% | Reducidas |
|
| 56 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 4555 M | -USD 239 M | 21 | 4.37% | Reducidas |
|
| 57 |
Credit Suisse
Zurich,
Switzerland
| USD 4473 M | -USD 715 M | 20 | 4.35% | Reducidas |
|
| 58 |
California Public Employees Retirement System
Sacramento,
California
| USD 4463 M | +USD 129 M | 16 | 7.14% | Aumentadas |
|
| 59 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 4457 M | +USD 940 M | 20 | 5.34% | Aumentadas |
|
| 60 |
Gates Foundation Trust
Kirkland,
Washington
| USD 4412 M | +USD 4393 M | 1 | 19.1% | Nuevas |
|
| 61 |
Teachers Advisors
New York
| USD 4388 M | +USD 201 M | 18 | 6.15% | Aumentadas |
|
| 62 |
Prudential Financial
Newark,
New Jersey
| USD 4354 M | +USD 179 M | 13 | 6.48% | Aumentadas |
|
| 63 |
Fidelity International
Hamilton,
Bermuda
| USD 4234 M | -USD 387 M | 13 | 12.21% | Reducidas |
|
| 64 |
AQR Capital Management
Greenwich,
Connecticut
| USD 4130 M | +USD 331 M | 14 | 5.47% | Aumentadas |
|
| 65 |
Principal Financial Group
Des Moines,
Iowa
| USD 4065 M | +USD 388 M | 15 | 4.07% | Aumentadas |
|
| 66 |
Boston Partners
Boston,
Massachusetts
| USD 4020 M | +USD 423 M | 8 | 5.11% | Aumentadas |
|
| 67 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3958 M | -USD 214 M | 7 | 7.43% | Reducidas |
|
| 68 |
Russell Investments Group
London,
United Kingdom
| USD 3844 M | -USD 67 M | 18 | 6.83% | Reducidas |
|
| 69 |
Capital International Investors
Los Angeles,
California
| USD 3841 M | -USD 556 M | 10 | 5.13% | Reducidas |
|
| 70 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 3833 M | +USD 146 M | 7 | 8.44% | Aumentadas |
|
| 71 |
Fred Alger Management
New York
| USD 3824 M | +USD 159 M | 11 | 18.26% | Aumentadas |
|
| 72 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3798 M | -USD 279 M | 8 | 16.62% | Reducidas |
|
| 73 |
Putnam Investments
Boston,
Massachusetts
| USD 3788 M | +USD 320 M | 11 | 8.86% | Aumentadas |
|
| 74 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 3777 M | +USD 518 M | 15 | 8.63% | Aumentadas |
|
| 75 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3770 M | +USD 244 M | 5 | 5.2% | Aumentadas |
|