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 7284 M | -USD 10.7 M | 21 | 8.13% | Reducidas |
|
| 52 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 7033 M | +USD 332 M | 23 | 5.92% | Aumentadas |
|
| 53 |
Sands Capital Management
Arlington,
Virginia
| USD 6878 M | -USD 95.1 M | 7 | 20.46% | Reducidas |
|
| 54 |
Barclays
London,
United Kingdom
| USD 6866 M | +USD 1408 M | 25 | 4.2% | Aumentadas |
|
| 55 |
TCI Fund Management
London,
United Kingdom
| USD 6553 M | +USD 1525 M | 3 | 35.35% | Aumentadas |
|
| 56 |
Fidelity International
Hamilton,
Bermuda
| USD 6366 M | +USD 119 M | 16 | 9.6% | Aumentadas |
|
| 57 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 6183 M | -USD 248 M | 19 | 7.2% | Reducidas |
|
| 58 |
Principal Financial Group
Des Moines,
Iowa
| USD 6094 M | -USD 27.9 M | 18 | 5.48% | Reducidas |
|
| 59 |
Credit Suisse
Zurich,
Switzerland
| USD 5959 M | -USD 154 M | 22 | 5.28% | Reducidas |
|
| 60 |
California Public Employees Retirement System
Sacramento,
California
| USD 5650 M | -USD 381 M | 22 | 6.67% | Reducidas |
|
| 61 |
Prudential Financial
Newark,
New Jersey
| USD 5612 M | +USD 156 M | 18 | 8.69% | Aumentadas |
|
| 62 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 5032 M | -USD 2.85 M | 19 | 9.93% | Reducidas |
|
| 63 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 5009 M | +USD 3387 M | 27 | 1.82% | Aumentadas |
|
| 64 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 4894 M | -USD 62.1 M | 19 | 9.19% | Reducidas |
|
| 65 |
Putnam Investments
Boston,
Massachusetts
| USD 4879 M | +USD 13.6 M | 14 | 10.87% | Aumentadas |
|
| 66 |
Eaton Vance Management
Boston,
Massachusetts
| USD 4876 M | -USD 29.8 M | 16 | 10.68% | Reducidas |
|
| 67 |
APG Asset Management
Amsterdam,
Netherlands
| USD 4857 M | +USD 507 M | 12 | 8.33% | Aumentadas |
|
| 68 |
Neuberger Berman Group
New York
| USD 4820 M | +USD 15.7 M | 20 | 5.77% | Aumentadas |
|
| 69 |
Polen Capital Management
Boca Raton,
Florida
| USD 4793 M | +USD 343 M | 5 | 23.23% | Aumentadas |
|
| 70 |
Nordea Investment Management
Stockholm,
Sweden
| USD 4750 M | -USD 97.6 M | 15 | 10.58% | Reducidas |
|
| 71 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 4660 M | -USD 93.2 M | 10 | 11.53% | Reducidas |
|
| 72 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 4657 M | -USD 77.7 M | 15 | 9.41% | Reducidas |
|
| 73 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 4629 M | -USD 2.16 M | 17 | 10.28% | Reducidas |
|
| 74 |
Temasek Holdings
Singapore
| USD 4485 M | -USD 2.3 M | 2 | 32.05% | Reducidas |
|
| 75 |
VOYA Investment Management
Atlanta,
Georgia
| USD 4453 M | -USD 112 M | 20 | 9.56% | Reducidas |
|