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 |
Eagle Capital Management (New York)
New York
| USD 8178 M | -USD 159 M | 6 | 26.1% | Reducidas |
|
| 52 |
Credit Suisse
Zurich,
Switzerland
| USD 8021 M | +USD 1376 M | 24 | 5.82% | Aumentadas |
|
| 53 |
Barclays
London,
United Kingdom
| USD 7934 M | +USD 1078 M | 24 | 4.4% | Aumentadas |
|
| 54 |
Allianz Asset Management
Munich,
Germany
| USD 7885 M | -USD 303 M | 18 | 7.2% | Reducidas |
|
| 55 |
Fidelity International
Hamilton,
Bermuda
| USD 7325 M | +USD 44.5 M | 17 | 10.16% | Aumentadas |
|
| 56 |
Sands Capital Management
Arlington,
Virginia
| USD 7224 M | -USD 308 M | 7 | 20.97% | Reducidas |
|
| 57 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 6827 M | -USD 105 M | 19 | 7.18% | Reducidas |
|
| 58 |
TCI Fund Management
London,
United Kingdom
| USD 6683 M | -USD 551 M | 3 | 29.57% | Reducidas |
|
| 59 |
Principal Financial Group
Des Moines,
Iowa
| USD 6651 M | -USD 86.9 M | 20 | 5.54% | Reducidas |
|
| 60 |
AQR Capital Management
Greenwich,
Connecticut
| USD 6619 M | -USD 184 M | 19 | 7.53% | Reducidas |
|
| 61 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 6258 M | +USD 163 M | 17 | 12.29% | Aumentadas |
|
| 62 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 6069 M | +USD 416 M | 19 | 10.32% | Aumentadas |
|
| 63 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 5954 M | -USD 190 M | 24 | 1.71% | Reducidas |
|
| 64 |
Prudential Financial
Newark,
New Jersey
| USD 5882 M | -USD 89.5 M | 17 | 8.66% | Reducidas |
|
| 65 |
Nordea Investment Management
Stockholm,
Sweden
| USD 5530 M | +USD 110 M | 14 | 11.03% | Aumentadas |
|
| 66 |
APG Asset Management
Amsterdam,
Netherlands
| USD 5526 M | -USD 74.4 M | 14 | 8.98% | Reducidas |
|
| 67 |
Eaton Vance Management
Boston,
Massachusetts
| USD 5515 M | +USD 37.3 M | 17 | 10.79% | Aumentadas |
|
| 68 |
Neuberger Berman Group
New York
| USD 5493 M | -USD 57.9 M | 16 | 6.41% | Reducidas |
|
| 69 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 5463 M | -USD 49.9 M | 19 | 9.14% | Reducidas |
|
| 70 |
Temasek Holdings
Singapore
| USD 5450 M | -USD 129 M | 2 | 35.64% | Reducidas |
|
| 71 |
Lazard Asset Management
New York
| USD 5305 M | +USD 371 M | 15 | 7.58% | Aumentadas |
|
| 72 |
Ninety One (UK)
London,
United Kingdom
| USD 5093 M | +USD 8.37 M | 7 | 16.89% | Aumentadas |
|
| 73 |
Putnam Investments
Boston,
Massachusetts
| USD 5001 M | -USD 193 M | 11 | 10.3% | Reducidas |
|
| 74 |
Polen Capital Management
Boca Raton,
Florida
| USD 4980 M | -USD 817 M | 5 | 19.61% | Reducidas |
|
| 75 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 4912 M | -USD 183 M | 8 | 12.19% | Reducidas |
|