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 |
AQR Capital Management
Greenwich,
Connecticut
| USD 6182 M | -USD 435 M | 17 | 7.16% | Reducidas |
|
| 52 |
Teachers Advisors
New York
| USD 6129 M | +USD 213 M | 19 | 8.62% | Aumentadas |
|
| 53 |
Sands Capital Management
Arlington,
Virginia
| USD 5860 M | -USD 244 M | 5 | 20.91% | Reducidas |
|
| 54 |
Magellan Asset Management
Sydney,
Australia
| USD 5799 M | +USD 555 M | 4 | 21.31% | Aumentadas |
|
| 55 |
Schroder Investment Management Group
London,
United Kingdom
| USD 5739 M | -USD 222 M | 13 | 10.38% | Reducidas |
|
| 56 |
TCI Fund Management
London,
United Kingdom
| USD 5553 M | +USD 1111 M | 3 | 27.78% | Aumentadas |
|
| 57 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 5480 M | +USD 558 M | 19 | 6.92% | Aumentadas |
|
| 58 |
Barclays
London,
United Kingdom
| USD 5166 M | +USD 801 M | 24 | 3.99% | Aumentadas |
|
| 59 |
Credit Suisse
Zurich,
Switzerland
| USD 4992 M | -USD 70.4 M | 22 | 5.19% | Reducidas |
|
| 60 |
California Public Employees Retirement System
Sacramento,
California
| USD 4991 M | -USD 145 M | 21 | 7% | Reducidas |
|
| 61 |
Principal Financial Group
Des Moines,
Iowa
| USD 4909 M | -USD 248 M | 17 | 5.23% | Reducidas |
|
| 62 |
Fidelity International
Hamilton,
Bermuda
| USD 4837 M | -USD 1031 M | 15 | 8.58% | Reducidas |
|
| 63 |
Prudential Financial
Newark,
New Jersey
| USD 4718 M | +USD 156 M | 16 | 8.27% | Aumentadas |
|
| 64 |
Viking Global Investors
Stamford,
Connecticut
| USD 4700 M | +USD 2152 M | 5 | 26.75% | Aumentadas |
|
| 65 |
Fred Alger Management
New York
| USD 4211 M | -USD 154 M | 15 | 19.39% | Reducidas |
|
| 66 |
Asset Management One
Tokyo,
Japan
| USD 4206 M | +USD 25.4 M | 12 | 10.03% | Aumentadas |
|
| 67 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 4154 M | +USD 66.7 M | 17 | 9.45% | Aumentadas |
|
| 68 |
Eaton Vance Management
Boston,
Massachusetts
| USD 4133 M | -USD 26.3 M | 17 | 10.74% | Reducidas |
|
| 69 |
Nordea Investment Management
Stockholm,
Sweden
| USD 4092 M | +USD 147 M | 14 | 9.72% | Aumentadas |
|
| 70 |
Harris Associates
Chicago,
Illinois
| USD 4052 M | -USD 909 M | 5 | 8.17% | Reducidas |
|
| 71 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 4030 M | -USD 744 M | 16 | 8.98% | Reducidas |
|
| 72 |
Putnam Investments
Boston,
Massachusetts
| USD 3976 M | -USD 205 M | 11 | 10.5% | Reducidas |
|
| 73 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 3937 M | -USD 132 M | 8 | 11.15% | Reducidas |
|
| 74 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 3932 M | -USD 492 k | 17 | 8.56% | Reducidas |
|
| 75 |
Neuberger Berman Group
New York
| USD 3906 M | -USD 4.05 M | 19 | 5.44% | Reducidas |
|