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 11.3 mil M | -USD 107 M | 22 | 10.95% | Reducidas |
|
| 52 |
HSBC Holdings
London,
United Kingdom
| USD 11 mil M | +USD 699 M | 24 | 12.96% | Aumentadas |
|
| 53 |
New York State Common Retirement Fund
Albany,
New York
| USD 10.8 mil M | -USD 333 M | 25 | 11.97% | Reducidas |
|
| 54 |
Barclays
London,
United Kingdom
| USD 10.7 mil M | +USD 1525 M | 26 | 5.72% | Aumentadas |
|
| 55 |
Polen Capital Management
Boca Raton,
Florida
| USD 10.1 mil M | +USD 1837 M | 6 | 22.77% | Aumentadas |
|
| 56 |
Fidelity International
Hamilton,
Bermuda
| USD 9424 M | +USD 876 M | 18 | 10.73% | Aumentadas |
|
| 57 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 9262 M | -USD 240 M | 24 | 8.02% | Reducidas |
|
| 58 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 9228 M | -USD 57.5 M | 24 | 12.19% | Reducidas |
|
| 59 |
Principal Financial Group
Des Moines,
Iowa
| USD 9158 M | -USD 533 M | 25 | 6.44% | Reducidas |
|
| 60 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 8835 M | +USD 630 M | 22 | 11.52% | Aumentadas |
|
| 61 |
Nordea Investment Management
Stockholm,
Sweden
| USD 8626 M | +USD 61.1 M | 18 | 12.52% | Aumentadas |
|
| 62 |
Citigroup
New York
| USD 8542 M | +USD 79.5 M | 33 | 5.53% | Aumentadas |
|
| 63 |
Eaton Vance Management
Boston,
Massachusetts
| USD 8450 M | +USD 1.04 M | 26 | 12.53% | Aumentadas |
|
| 64 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 8192 M | +USD 6031 M | 5 | 58.58% | Aumentadas |
|
| 65 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 8188 M | -USD 454 M | 23 | 11.12% | Reducidas |
|
| 66 |
Lazard Asset Management
New York
| USD 8121 M | +USD 59.6 M | 19 | 9.84% | Aumentadas |
|
| 67 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 8060 M | -USD 240 M | 19 | 10.77% | Reducidas |
|
| 68 |
First Trust Advisors
Wheaton,
Illinois
| USD 7834 M | +USD 471 M | 25 | 9.49% | Aumentadas |
|
| 69 |
SB Management
Abu Dhabi,
United Arab Emirates
| USD 7816 M | -USD 1972 M | 3 | 50.34% | Reducidas |
|
| 70 |
Neuberger Berman Group
New York
| USD 7658 M | -USD 264 M | 20 | 7.31% | Reducidas |
|
| 71 |
Prudential Financial
Newark,
New Jersey
| USD 7657 M | +USD 105 M | 20 | 11.46% | Aumentadas |
|
| 72 |
Iconiq Capital
San Francisco,
California
| USD 7641 M | +USD 6467 M | 7 | 86.02% | Aumentadas |
|
| 73 |
Swedbank
Stockholm,
Sweden
| USD 7357 M | +USD 181 M | 17 | 15.28% | Aumentadas |
|
| 74 |
Sands Capital Management
Arlington,
Virginia
| USD 7332 M | +USD 277 M | 9 | 14.17% | Aumentadas |
|
| 75 |
Eagle Capital Management (New York)
New York
| USD 7108 M | -USD 728 M | 6 | 21.92% | Reducidas |
|