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 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 13.9 mil M | -USD 149 M | 8 | 10.82% | Reducidas |
|
| 52 |
Neuberger Berman Group
New York
| USD 13.5 mil M | -USD 839 k | 23 | 11.08% | Reducidas |
|
| 53 |
Polen Capital Management
Boca Raton,
Florida
| USD 13.2 mil M | -USD 1411 M | 4 | 33.08% | Reducidas |
|
| 54 |
Schroder Investment Management Group
London,
United Kingdom
| USD 12.9 mil M | +USD 716 M | 17 | 14.26% | Aumentadas |
|
| 55 |
Swedbank
Stockholm,
Sweden
| USD 12.7 mil M | +USD 312 M | 16 | 17.02% | Aumentadas |
|
| 56 |
VOYA Investment Management
Atlanta,
Georgia
| USD 12.6 mil M | -USD 20.5 M | 28 | 12.36% | Reducidas |
|
| 57 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 12.5 mil M | +USD 1054 M | 23 | 15.25% | Aumentadas |
|
| 58 |
ClearBridge Investments
New York
| USD 12.4 mil M | +USD 74.2 M | 8 | 10.04% | Aumentadas |
|
| 59 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 12.4 mil M | +USD 194 M | 13 | 14.19% | Aumentadas |
|
| 60 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 12.3 mil M | +USD 26.4 M | 28 | 15.04% | Aumentadas |
|
| 61 |
Lazard Asset Management
New York
| USD 12.1 mil M | -USD 571 M | 26 | 15.17% | Reducidas |
|
| 62 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 11.9 mil M | -USD 273 M | 25 | 11.11% | Reducidas |
|
| 63 |
Brown Advisory
Baltimore,
Maryland
| USD 11.4 mil M | +USD 339 M | 14 | 14.84% | Aumentadas |
|
| 64 |
Raymond James & Associates
St Petersburg,
Florida
| USD 11.3 mil M | +USD 301 M | 26 | 7.41% | Aumentadas |
|
| 65 |
New York State Common Retirement Fund
Albany,
New York
| USD 11.1 mil M | -USD 517 M | 29 | 14.57% | Reducidas |
|
| 66 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 10.9 mil M | -USD 16.9 M | 5 | 6.85% | Reducidas |
|
| 67 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 10.8 mil M | +USD 1126 M | 21 | 10.58% | Aumentadas |
|
| 68 |
Nordea Investment Management
Stockholm,
Sweden
| USD 10.7 mil M | -USD 148 M | 20 | 12.55% | Reducidas |
|
| 69 |
Citigroup
New York
| USD 10.6 mil M | +USD 907 M | 32 | 6.82% | Aumentadas |
|
| 70 |
Envestnet Asset Management
Chicago,
Illinois
| USD 10.5 mil M | +USD 297 M | 24 | 3.66% | Aumentadas |
|
| 71 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 10.2 mil M | +USD 1710 M | 17 | 9.01% | Aumentadas |
|
| 72 |
Fidelity International
Hamilton,
Bermuda
| USD 10 mil M | -USD 206 M | 17 | 9.89% | Reducidas |
|
| 73 |
TCI Fund Management
London,
United Kingdom
| USD 8910 M | +USD 812 M | 3 | 21.77% | Aumentadas |
|
| 74 |
BNP Paribas Financial Markets
Paris,
France
| USD 8860 M | +USD 1933 M | 24 | 7.22% | Aumentadas |
|
| 75 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 8524 M | -USD 14.8 M | 16 | 7.95% | Reducidas |
|