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 |
Credit Suisse
Zurich,
Switzerland
| USD 10.9 mil M | -USD 326 M | 28 | 10.79% | Reducidas |
|
| 52 |
VOYA Investment Management
Atlanta,
Georgia
| USD 10.9 mil M | -USD 1357 M | 28 | 11.29% | Reducidas |
|
| 53 |
Polen Capital Management
Boca Raton,
Florida
| USD 10.8 mil M | -USD 987 M | 4 | 26.69% | Reducidas |
|
| 54 |
New York State Common Retirement Fund
Albany,
New York
| USD 9984 M | -USD 311 M | 31 | 12.78% | Reducidas |
|
| 55 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 9914 M | +USD 1847 M | 19 | 14.9% | Aumentadas |
|
| 56 |
Lazard Asset Management
New York
| USD 9753 M | +USD 424 M | 26 | 12% | Aumentadas |
|
| 57 |
Swedbank
Stockholm,
Sweden
| USD 9730 M | +USD 393 M | 17 | 16.5% | Aumentadas |
|
| 58 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 9342 M | -USD 873 M | 25 | 5.21% | Reducidas |
|
| 59 |
ClearBridge Investments
New York
| USD 9258 M | -USD 684 M | 9 | 8.35% | Reducidas |
|
| 60 |
Neuberger Berman Group
New York
| USD 9247 M | -USD 35 M | 21 | 8.27% | Reducidas |
|
| 61 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 9133 M | -USD 192 M | 28 | 12.9% | Reducidas |
|
| 62 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 8936 M | -USD 244 M | 6 | 6.09% | Reducidas |
|
| 63 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 8783 M | +USD 143 M | 17 | 10% | Aumentadas |
|
| 64 |
Nordea Investment Management
Stockholm,
Sweden
| USD 8711 M | -USD 1033 M | 21 | 11.92% | Reducidas |
|
| 65 |
Schroder Investment Management Group
London,
United Kingdom
| USD 8524 M | +USD 122 M | 20 | 12.23% | Aumentadas |
|
| 66 |
Putnam Investments
Boston,
Massachusetts
| USD 8412 M | +USD 224 M | 13 | 12.39% | Aumentadas |
|
| 67 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 8258 M | +USD 324 M | 13 | 13.32% | Aumentadas |
|
| 68 |
Sanders Capital
West Palm Beach,
Florida
| USD 7958 M | +USD 581 M | 3 | 16.62% | Aumentadas |
|
| 69 |
Prudential Financial
Newark,
New Jersey
| USD 7834 M | +USD 46.9 M | 22 | 11.39% | Aumentadas |
|
| 70 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 7786 M | +USD 3094 M | 6 | 17.91% | Aumentadas |
|
| 71 |
Brown Advisory
Baltimore,
Maryland
| USD 7715 M | -USD 39.5 M | 16 | 12.05% | Reducidas |
|
| 72 |
Raymond James & Associates
St Petersburg,
Florida
| USD 7608 M | -USD 102 M | 29 | 6.27% | Reducidas |
|
| 73 |
Fidelity International
Hamilton,
Bermuda
| USD 7407 M | -USD 387 M | 14 | 8.32% | Reducidas |
|
| 74 |
Citigroup
New York
| USD 7084 M | +USD 1211 M | 34 | 4.65% | Aumentadas |
|
| 75 |
Harris Associates
Chicago,
Illinois
| USD 6948 M | -USD 2759 M | 6 | 13.08% | Reducidas |
|