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 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 13.4 mil M | -USD 382 M | 16 | 13.16% | Reducidas |
|
| 52 |
Neuberger Berman Group
New York
| USD 13.1 mil M | -USD 27.3 M | 21 | 10.21% | Reducidas |
|
| 53 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 13 mil M | +USD 948 M | 23 | 13.88% | Aumentadas |
|
| 54 |
Schroder Investment Management Group
London,
United Kingdom
| USD 12.7 mil M | +USD 417 M | 17 | 13.05% | Aumentadas |
|
| 55 |
Gates Foundation Trust
Kirkland,
Washington
| USD 12.5 mil M | -USD 2536 M | 1 | 27.64% | Reducidas |
|
| 56 |
ClearBridge Investments
New York
| USD 12.2 mil M | +USD 123 M | 10 | 9.57% | Aumentadas |
|
| 57 |
Swedbank
Stockholm,
Sweden
| USD 12.1 mil M | -USD 99.3 M | 16 | 15.47% | Reducidas |
|
| 58 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 11.8 mil M | -USD 56.9 M | 28 | 13.72% | Reducidas |
|
| 59 |
Polen Capital Management
Boca Raton,
Florida
| USD 11.7 mil M | -USD 1072 M | 5 | 30.11% | Reducidas |
|
| 60 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 11.7 mil M | +USD 201 M | 26 | 10.22% | Aumentadas |
|
| 61 |
Raymond James & Associates
St Petersburg,
Florida
| USD 11.2 mil M | +USD 210 M | 25 | 6.81% | Aumentadas |
|
| 62 |
Nordea Investment Management
Stockholm,
Sweden
| USD 10.9 mil M | +USD 860 M | 20 | 12.42% | Aumentadas |
|
| 63 |
Brown Advisory
Baltimore,
Maryland
| USD 10.9 mil M | +USD 144 M | 14 | 13.73% | Aumentadas |
|
| 64 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 10.5 mil M | +USD 482 M | 22 | 8.92% | Aumentadas |
|
| 65 |
Citigroup
New York
| USD 10.4 mil M | +USD 4.52 M | 32 | 6% | Aumentadas |
|
| 66 |
Fidelity International
Hamilton,
Bermuda
| USD 10.4 mil M | +USD 235 M | 17 | 9.39% | Aumentadas |
|
| 67 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 10.2 mil M | -USD 55.3 M | 5 | 6.16% | Reducidas |
|
| 68 |
Envestnet Asset Management
Chicago,
Illinois
| USD 10.1 mil M | -USD 158 M | 25 | 3.25% | Reducidas |
|
| 69 |
BNP Paribas Financial Markets
Paris,
France
| USD 10 mil M | +USD 1407 M | 24 | 6.74% | Aumentadas |
|
| 70 |
Lazard Asset Management
New York
| USD 10 mil M | -USD 1651 M | 27 | 13.4% | Reducidas |
|
| 71 |
New York State Common Retirement Fund
Albany,
New York
| USD 9995 M | -USD 704 M | 28 | 13.53% | Reducidas |
|
| 72 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 9765 M | -USD 428 M | 21 | 9.25% | Reducidas |
|
| 73 |
VOYA Investment Management
Atlanta,
Georgia
| USD 9551 M | -USD 2546 M | 28 | 9.88% | Reducidas |
|
| 74 |
TCI Fund Management
London,
United Kingdom
| USD 8989 M | +USD 624 M | 3 | 20.42% | Aumentadas |
|
| 75 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 8697 M | +USD 2800 M | 20 | 16.01% | Aumentadas |
|