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 |
California Public Employees Retirement System
Sacramento,
California
| USD 10.1 mil M | -USD 50.3 M | 24 | 9.97% | Reducidas |
|
| 52 |
Allianz Asset Management
Munich,
Germany
| USD 9196 M | -USD 493 M | 19 | 10.63% | Reducidas |
|
| 53 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 8876 M | -USD 296 M | 20 | 8.33% | Reducidas |
|
| 54 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 8659 M | -USD 497 M | 25 | 7.89% | Reducidas |
|
| 55 |
Fidelity International
Hamilton,
Bermuda
| USD 8599 M | -USD 543 M | 16 | 11.59% | Reducidas |
|
| 56 |
Principal Financial Group
Des Moines,
Iowa
| USD 8256 M | +USD 19.8 M | 23 | 7.27% | Aumentadas |
|
| 57 |
TCI Fund Management
London,
United Kingdom
| USD 8052 M | -USD 71.5 M | 4 | 31.95% | Reducidas |
|
| 58 |
Eagle Capital Management (New York)
New York
| USD 7945 M | -USD 545 M | 6 | 29.06% | Reducidas |
|
| 59 |
Sands Capital Management
Arlington,
Virginia
| USD 7853 M | -USD 647 M | 7 | 19.01% | Reducidas |
|
| 60 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 7676 M | +USD 792 M | 20 | 16.39% | Aumentadas |
|
| 61 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 7518 M | -USD 62 M | 21 | 13.24% | Reducidas |
|
| 62 |
APG Asset Management
Amsterdam,
Netherlands
| USD 7511 M | +USD 1086 M | 14 | 13.69% | Aumentadas |
|
| 63 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 7262 M | +USD 360 M | 22 | 12.13% | Aumentadas |
|
| 64 |
Neuberger Berman Group
New York
| USD 6884 M | -USD 176 M | 18 | 8.55% | Reducidas |
|
| 65 |
AQR Capital Management
Greenwich,
Connecticut
| USD 6828 M | +USD 33.2 M | 20 | 11.04% | Aumentadas |
|
| 66 |
Eaton Vance Management
Boston,
Massachusetts
| USD 6803 M | -USD 176 M | 20 | 13.79% | Reducidas |
|
| 67 |
Polen Capital Management
Boca Raton,
Florida
| USD 6705 M | +USD 598 M | 5 | 20.26% | Aumentadas |
|
| 68 |
Lazard Asset Management
New York
| USD 6518 M | +USD 326 M | 16 | 10.02% | Aumentadas |
|
| 69 |
Barclays
London,
United Kingdom
| USD 6515 M | -USD 473 M | 24 | 5.03% | Reducidas |
|
| 70 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 6498 M | +USD 1716 M | 19 | 11.95% | Aumentadas |
|
| 71 |
Swedbank
Stockholm,
Sweden
| USD 6483 M | +USD 498 M | 8 | 23.59% | Aumentadas |
|
| 72 |
Citigroup
New York
| USD 6294 M | -USD 27 M | 28 | 4.91% | Reducidas |
|
| 73 |
Putnam Investments
Boston,
Massachusetts
| USD 6250 M | -USD 194 M | 16 | 13.28% | Reducidas |
|
| 74 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 6149 M | +USD 330 M | 13 | 16.56% | Aumentadas |
|
| 75 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 6100 M | -USD 181 M | 8 | 9.77% | Reducidas |
|