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 12.2 mil M | +USD 742 M | 4 | 29.41% | Aumentadas |
|
| 52 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 12.2 mil M | -USD 121 M | 32 | 12.77% | Reducidas |
|
| 53 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 11.6 mil M | -USD 1569 M | 20 | 12.14% | Reducidas |
|
| 54 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 11.5 mil M | -USD 162 M | 19 | 17.65% | Reducidas |
|
| 55 |
Lazard Asset Management
New York
| USD 11.4 mil M | +USD 85.8 M | 23 | 14.37% | Aumentadas |
|
| 56 |
VOYA Investment Management
Atlanta,
Georgia
| USD 11.2 mil M | -USD 1013 M | 28 | 11.58% | Reducidas |
|
| 57 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 10.4 mil M | -USD 126 M | 25 | 6.19% | Reducidas |
|
| 58 |
ClearBridge Investments
New York
| USD 10.2 mil M | -USD 82.6 k | 8 | 8.75% | Reducidas |
|
| 59 |
Sanders Capital
West Palm Beach,
Florida
| USD 10.1 mil M | +USD 276 M | 3 | 18.68% | Aumentadas |
|
| 60 |
Swedbank
Stockholm,
Sweden
| USD 9975 M | -USD 1053 M | 15 | 16.06% | Reducidas |
|
| 61 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 9916 M | +USD 41.1 M | 27 | 13.68% | Aumentadas |
|
| 62 |
New York State Common Retirement Fund
Albany,
New York
| USD 9762 M | -USD 736 M | 29 | 13.51% | Reducidas |
|
| 63 |
Schroder Investment Management Group
London,
United Kingdom
| USD 9760 M | +USD 95.5 M | 18 | 12.65% | Aumentadas |
|
| 64 |
Putnam Investments
Boston,
Massachusetts
| USD 9722 M | +USD 278 M | 15 | 12.84% | Aumentadas |
|
| 65 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 9705 M | +USD 115 M | 12 | 13.51% | Aumentadas |
|
| 66 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 9406 M | -USD 20.7 M | 5 | 6.12% | Reducidas |
|
| 67 |
Brown Advisory
Baltimore,
Maryland
| USD 9224 M | +USD 470 M | 16 | 12.97% | Aumentadas |
|
| 68 |
Nordea Investment Management
Stockholm,
Sweden
| USD 8881 M | -USD 381 M | 20 | 11.28% | Reducidas |
|
| 69 |
Raymond James & Associates
St Petersburg,
Florida
| USD 8808 M | +USD 191 M | 26 | 6.58% | Aumentadas |
|
| 70 |
Fidelity International
Hamilton,
Bermuda
| USD 8222 M | -USD 51.4 M | 14 | 8.64% | Reducidas |
|
| 71 |
Prudential Financial
Newark,
New Jersey
| USD 7850 M | -USD 943 M | 21 | 11.86% | Reducidas |
|
| 72 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 7777 M | +USD 373 M | 23 | 13.69% | Aumentadas |
|
| 73 |
Envestnet Asset Management
Chicago,
Illinois
| USD 7765 M | +USD 252 M | 27 | 3.21% | Aumentadas |
|
| 74 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 7756 M | -USD 1567 M | 15 | 7.63% | Reducidas |
|
| 75 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 7695 M | +USD 465 M | 5 | 16.29% | Aumentadas |
|