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 |
Allianz Asset Management
Munich,
Germany
| USD 6845 M | -USD 162 M | 18 | 6.62% | Reducidas |
|
| 52 |
Fidelity International
Hamilton,
Bermuda
| USD 6713 M | +USD 409 M | 10 | 10.12% | Aumentadas |
|
| 53 |
Temasek Holdings
Singapore
| USD 6697 M | -USD 29.7 M | 2 | 35.21% | Reducidas |
|
| 54 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 6688 M | +USD 593 M | 16 | 9.64% | Aumentadas |
|
| 55 |
Teachers Advisors
New York
| USD 6412 M | -USD 74.7 M | 18 | 8.02% | Reducidas |
|
| 56 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 6260 M | +USD 483 k | 12 | 10.65% | Aumentadas |
|
| 57 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 6236 M | +USD 18.7 M | 22 | 6.81% | Aumentadas |
|
| 58 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 5764 M | -USD 697 M | 15 | 11.07% | Reducidas |
|
| 59 |
California Public Employees Retirement System
Sacramento,
California
| USD 5687 M | -USD 381 M | 20 | 7.86% | Reducidas |
|
| 60 |
Principal Financial Group
Des Moines,
Iowa
| USD 5518 M | -USD 48.4 M | 18 | 5.07% | Reducidas |
|
| 61 |
Credit Suisse
Zurich,
Switzerland
| USD 5340 M | -USD 466 M | 20 | 5.24% | Reducidas |
|
| 62 |
Harris Associates
Chicago,
Illinois
| USD 5317 M | -USD 171 M | 5 | 8.59% | Reducidas |
|
| 63 |
Magellan Asset Management
Sydney,
Australia
| USD 5301 M | +USD 13.9 M | 4 | 18.6% | Aumentadas |
|
| 64 |
Capital International Investors
Los Angeles,
California
| USD 4903 M | -USD 49.1 M | 8 | 5.54% | Reducidas |
|
| 65 |
TCI Fund Management
London,
United Kingdom
| USD 4885 M | +USD 446 M | 3 | 22.97% | Aumentadas |
|
| 66 |
Prudential Financial
Newark,
New Jersey
| USD 4804 M | -USD 30.6 M | 16 | 7.18% | Reducidas |
|
| 67 |
Fred Alger Management
New York
| USD 4748 M | -USD 120 M | 11 | 19.93% | Reducidas |
|
| 68 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4745 M | -USD 415 M | 7 | 20.2% | Reducidas |
|
| 69 |
Boston Partners
Boston,
Massachusetts
| USD 4684 M | -USD 294 M | 8 | 5.61% | Reducidas |
|
| 70 |
Putnam Investments
Boston,
Massachusetts
| USD 4589 M | -USD 97.2 M | 12 | 10.44% | Reducidas |
|
| 71 |
Asset Management One
Tokyo,
Japan
| USD 4525 M | +USD 43.5 M | 12 | 9.89% | Aumentadas |
|
| 72 |
Eaton Vance Management
Boston,
Massachusetts
| USD 4450 M | +USD 180 M | 15 | 10.6% | Aumentadas |
|
| 73 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 4410 M | -USD 334 M | 9 | 10.2% | Reducidas |
|
| 74 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 4315 M | +USD 153 M | 13 | 8.29% | Aumentadas |
|
| 75 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 4268 M | +USD 54.5 M | 17 | 8.89% | Aumentadas |
|