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 |
Polen Capital Management
Boca Raton,
Florida
| USD 7880 M | -USD 439 M | 4 | 22.99% | Reducidas |
|
| 52 |
New York State Common Retirement Fund
Albany,
New York
| USD 7647 M | -USD 99.4 M | 29 | 10.48% | Reducidas |
|
| 53 |
VOYA Investment Management
Atlanta,
Georgia
| USD 7524 M | -USD 441 M | 29 | 8.7% | Reducidas |
|
| 54 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 7333 M | +USD 300 M | 26 | 9.86% | Aumentadas |
|
| 55 |
ClearBridge Investments
New York
| USD 7172 M | -USD 852 M | 11 | 7.08% | Reducidas |
|
| 56 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 7157 M | +USD 719 M | 27 | 4.51% | Aumentadas |
|
| 57 |
Nordea Investment Management
Stockholm,
Sweden
| USD 7073 M | +USD 69.8 M | 21 | 11.01% | Aumentadas |
|
| 58 |
Neuberger Berman Group
New York
| USD 6921 M | +USD 292 M | 22 | 6.79% | Aumentadas |
|
| 59 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 6702 M | +USD 81.6 M | 28 | 10.53% | Aumentadas |
|
| 60 |
Harris Associates
Chicago,
Illinois
| USD 6643 M | +USD 1174 M | 5 | 13.53% | Aumentadas |
|
| 61 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 6636 M | -USD 797 M | 17 | 8.19% | Reducidas |
|
| 62 |
Swedbank
Stockholm,
Sweden
| USD 6459 M | +USD 267 M | 17 | 14.21% | Aumentadas |
|
| 63 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 6402 M | -USD 1139 M | 5 | 4.91% | Reducidas |
|
| 64 |
Lazard Asset Management
New York
| USD 6302 M | +USD 282 M | 24 | 8.68% | Aumentadas |
|
| 65 |
Fidelity International
Hamilton,
Bermuda
| USD 6023 M | -USD 23.4 M | 16 | 7.23% | Reducidas |
|
| 66 |
Schroder Investment Management Group
London,
United Kingdom
| USD 5898 M | -USD 485 M | 18 | 9.36% | Reducidas |
|
| 67 |
Putnam Investments
Boston,
Massachusetts
| USD 5716 M | -USD 35 M | 12 | 9.98% | Reducidas |
|
| 68 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 5640 M | -USD 107 M | 18 | 9.55% | Reducidas |
|
| 69 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 5574 M | +USD 84.5 M | 14 | 10.97% | Aumentadas |
|
| 70 |
Prudential Financial
Newark,
New Jersey
| USD 5460 M | -USD 198 M | 25 | 9.19% | Reducidas |
|
| 71 |
Raymond James & Associates
St Petersburg,
Florida
| USD 5407 M | +USD 40.2 M | 30 | 4.96% | Aumentadas |
|
| 72 |
Sanders Capital
West Palm Beach,
Florida
| USD 5269 M | -USD 68.6 M | 2 | 13.81% | Reducidas |
|
| 73 |
Brown Advisory
Baltimore,
Maryland
| USD 5253 M | -USD 76.8 M | 16 | 9.76% | Reducidas |
|
| 74 |
Silver Lake Group
Menlo Park,
California
| USD 5164 M | USD 0 | 2 | 40.83% | Mantenido |
|
| 75 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 4895 M | +USD 20.5 M | 3 | 28.95% | Aumentadas |
|