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 7438 M | -USD 774 M | 18 | 7.3% | Reducidas |
|
| 52 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 7136 M | -USD 468 M | 16 | 10.64% | Reducidas |
|
| 53 |
Sands Capital Management
Arlington,
Virginia
| USD 6649 M | -USD 143 M | 7 | 21.37% | Reducidas |
|
| 54 |
TCI Fund Management
London,
United Kingdom
| USD 6563 M | -USD 626 M | 3 | 34.05% | Reducidas |
|
| 55 |
Fidelity International
Hamilton,
Bermuda
| USD 6289 M | -USD 123 M | 13 | 9.51% | Reducidas |
|
| 56 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 6286 M | +USD 71.9 M | 19 | 7.05% | Aumentadas |
|
| 57 |
Barclays
London,
United Kingdom
| USD 6260 M | -USD 760 M | 26 | 3.92% | Reducidas |
|
| 58 |
AQR Capital Management
Greenwich,
Connecticut
| USD 6239 M | -USD 1160 M | 21 | 7.35% | Reducidas |
|
| 59 |
Principal Financial Group
Des Moines,
Iowa
| USD 6130 M | -USD 64.4 M | 18 | 5.4% | Reducidas |
|
| 60 |
Credit Suisse
Zurich,
Switzerland
| USD 5868 M | -USD 193 M | 23 | 4.95% | Reducidas |
|
| 61 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 5593 M | +USD 653 M | 26 | 1.87% | Aumentadas |
|
| 62 |
Prudential Financial
Newark,
New Jersey
| USD 5455 M | -USD 192 M | 18 | 8.6% | Reducidas |
|
| 63 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 5290 M | +USD 452 M | 16 | 10.9% | Aumentadas |
|
| 64 |
Polen Capital Management
Boca Raton,
Florida
| USD 5275 M | +USD 194 M | 5 | 24.3% | Aumentadas |
|
| 65 |
APG Asset Management
Amsterdam,
Netherlands
| USD 5222 M | +USD 182 M | 14 | 8.6% | Aumentadas |
|
| 66 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 5182 M | +USD 66.3 M | 20 | 10.11% | Aumentadas |
|
| 67 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 5073 M | +USD 96.5 M | 19 | 9.27% | Aumentadas |
|
| 68 |
Eaton Vance Management
Boston,
Massachusetts
| USD 5024 M | +USD 44.3 M | 16 | 10.78% | Aumentadas |
|
| 69 |
Nordea Investment Management
Stockholm,
Sweden
| USD 5008 M | +USD 148 M | 15 | 10.91% | Aumentadas |
|
| 70 |
Neuberger Berman Group
New York
| USD 4974 M | +USD 6.13 M | 16 | 6.07% | Aumentadas |
|
| 71 |
Tiger Global Management
New York
| USD 4901 M | +USD 665 M | 8 | 25.95% | Aumentadas |
|
| 72 |
SEI Investments
Oaks,
Pennsylvania
| USD 4797 M | +USD 176 M | 19 | 12.27% | Aumentadas |
|
| 73 |
Putnam Investments
Boston,
Massachusetts
| USD 4711 M | -USD 186 M | 13 | 10.48% | Reducidas |
|
| 74 |
Fred Alger Management
New York
| USD 4701 M | +USD 272 M | 9 | 18.45% | Aumentadas |
|
| 75 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 4527 M | -USD 242 M | 8 | 11.71% | Reducidas |
|