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 |
ClearBridge Investments
New York
| USD 12.6 mil M | -USD 1321 M | 13 | 9.02% | Reducidas |
|
| 52 |
Credit Suisse
Zurich,
Switzerland
| USD 12.4 mil M | +USD 32.1 M | 29 | 6.84% | Aumentadas |
|
| 53 |
Polen Capital Management
Boca Raton,
Florida
| USD 12.4 mil M | -USD 246 M | 7 | 22.72% | Reducidas |
|
| 54 |
New York State Common Retirement Fund
Albany,
New York
| USD 12.2 mil M | -USD 411 M | 29 | 12.98% | Reducidas |
|
| 55 |
Principal Financial Group
Des Moines,
Iowa
| USD 11.2 mil M | +USD 166 M | 24 | 7.32% | Aumentadas |
|
| 56 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 10.1 mil M | -USD 259 M | 26 | 13.01% | Reducidas |
|
| 57 |
Eaton Vance Management
Boston,
Massachusetts
| USD 10.1 mil M | +USD 3.75 M | 27 | 14% | Aumentadas |
|
| 58 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 9714 M | -USD 287 M | 24 | 7.95% | Reducidas |
|
| 59 |
Sands Capital Management
Arlington,
Virginia
| USD 9676 M | +USD 1755 M | 9 | 16.14% | Aumentadas |
|
| 60 |
Nordea Investment Management
Stockholm,
Sweden
| USD 9611 M | -USD 295 M | 19 | 12.5% | Reducidas |
|
| 61 |
Lazard Asset Management
New York
| USD 9599 M | +USD 503 M | 20 | 10.83% | Aumentadas |
|
| 62 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 9446 M | +USD 231 M | 22 | 10.7% | Aumentadas |
|
| 63 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 9210 M | -USD 180 M | 26 | 7.85% | Reducidas |
|
| 64 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 9024 M | -USD 196 M | 25 | 12.21% | Reducidas |
|
| 65 |
Iconiq Capital
San Francisco,
California
| USD 9007 M | -USD 1013 M | 7 | 52.44% | Reducidas |
|
| 66 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 8958 M | -USD 1935 M | 17 | 11.21% | Reducidas |
|
| 67 |
Neuberger Berman Group
New York
| USD 8863 M | -USD 174 M | 18 | 7.75% | Reducidas |
|
| 68 |
First Trust Advisors
Wheaton,
Illinois
| USD 8590 M | +USD 274 M | 27 | 9.24% | Aumentadas |
|
| 69 |
Fidelity International
Hamilton,
Bermuda
| USD 8556 M | -USD 572 M | 14 | 9.5% | Reducidas |
|
| 70 |
Eagle Capital Management (New York)
New York
| USD 8535 M | -USD 412 M | 6 | 25.08% | Reducidas |
|
| 71 |
Putnam Investments
Boston,
Massachusetts
| USD 8469 M | -USD 55.9 M | 9 | 13.13% | Reducidas |
|
| 72 |
Schroder Investment Management Group
London,
United Kingdom
| USD 8437 M | -USD 3185 M | 20 | 12.97% | Reducidas |
|
| 73 |
Swedbank
Stockholm,
Sweden
| USD 8409 M | -USD 176 M | 16 | 15.7% | Reducidas |
|
| 74 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 8359 M | +USD 52.5 M | 14 | 12.85% | Aumentadas |
|
| 75 |
Prudential Financial
Newark,
New Jersey
| USD 8341 M | -USD 550 M | 24 | 11.63% | Reducidas |
|