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 |
Sands Capital Management
Arlington,
Virginia
| USD 7525 M | -USD 528 M | 5 | 21.28% | Reducidas |
|
| 52 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 7414 M | +USD 37 M | 16 | 9.72% | Aumentadas |
|
| 53 |
Schroder Investment Management Group
London,
United Kingdom
| USD 7161 M | -USD 364 M | 13 | 12.3% | Reducidas |
|
| 54 |
Teachers Advisors
New York
| USD 7148 M | -USD 32.4 M | 18 | 8.61% | Reducidas |
|
| 55 |
Fidelity International
Hamilton,
Bermuda
| USD 6875 M | -USD 31.3 M | 15 | 10.17% | Reducidas |
|
| 56 |
Principal Financial Group
Des Moines,
Iowa
| USD 6195 M | +USD 33.8 M | 18 | 5.46% | Aumentadas |
|
| 57 |
California Public Employees Retirement System
Sacramento,
California
| USD 6168 M | -USD 174 M | 20 | 7.95% | Reducidas |
|
| 58 |
Credit Suisse
Zurich,
Switzerland
| USD 6086 M | +USD 281 M | 20 | 5.45% | Aumentadas |
|
| 59 |
Magellan Asset Management
Sydney,
Australia
| USD 6024 M | +USD 95.8 M | 4 | 19.7% | Aumentadas |
|
| 60 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 5973 M | -USD 986 M | 20 | 6.31% | Reducidas |
|
| 61 |
Harris Associates
Chicago,
Illinois
| USD 5763 M | -USD 106 M | 5 | 9.06% | Reducidas |
|
| 62 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 5585 M | -USD 564 M | 15 | 10.32% | Reducidas |
|
| 63 |
Prudential Financial
Newark,
New Jersey
| USD 5531 M | +USD 128 M | 18 | 8.14% | Aumentadas |
|
| 64 |
Barclays
London,
United Kingdom
| USD 5302 M | +USD 697 M | 24 | 3.67% | Aumentadas |
|
| 65 |
Fred Alger Management
New York
| USD 5260 M | -USD 55.6 M | 12 | 19.75% | Reducidas |
|
| 66 |
TCI Fund Management
London,
United Kingdom
| USD 5147 M | -USD 198 M | 3 | 26.95% | Reducidas |
|
| 67 |
Tiger Global Management
New York
| USD 5135 M | +USD 472 M | 6 | 24.34% | Aumentadas |
|
| 68 |
Putnam Investments
Boston,
Massachusetts
| USD 5062 M | -USD 103 M | 12 | 10.92% | Reducidas |
|
| 69 |
Asset Management One
Tokyo,
Japan
| USD 5053 M | +USD 35 M | 12 | 10.37% | Aumentadas |
|
| 70 |
Eaton Vance Management
Boston,
Massachusetts
| USD 5014 M | +USD 6.01 M | 16 | 11.13% | Aumentadas |
|
| 71 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 4937 M | +USD 861 M | 4 | 25.4% | Aumentadas |
|
| 72 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 4930 M | +USD 85.8 M | 17 | 9.58% | Aumentadas |
|
| 73 |
Temasek Holdings
Singapore
| USD 4908 M | -USD 1151 M | 2 | 28.55% | Reducidas |
|
| 74 |
APG Asset Management
Amsterdam,
Netherlands
| USD 4759 M | +USD 301 M | 13 | 8.33% | Aumentadas |
|
| 75 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 4757 M | -USD 75.7 M | 8 | 10.53% | Reducidas |
|