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 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 14.8 mil M | -USD 367 M | 9 | 18.65% | Reducidas |
|
| 52 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 14.6 mil M | -USD 53 M | 13 | 13.78% | Reducidas |
|
| 53 |
Dodge & Cox
San Francisco,
California
| USD 14.5 mil M | -USD 1572 M | 7 | 8.47% | Reducidas |
|
| 54 |
Neuberger Berman Group
New York
| USD 14 mil M | -USD 28.9 M | 19 | 11.13% | Reducidas |
|
| 55 |
Swedbank
Stockholm,
Sweden
| USD 13.3 mil M | +USD 431 M | 14 | 16.39% | Aumentadas |
|
| 56 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 13.1 mil M | -USD 1013 M | 17 | 13.32% | Reducidas |
|
| 57 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 12.8 mil M | +USD 144 M | 25 | 11.12% | Aumentadas |
|
| 58 |
BNP Paribas Financial Markets
Paris,
France
| USD 12.7 mil M | +USD 2076 M | 35 | 7.14% | Aumentadas |
|
| 59 |
Nordea Investment Management
Stockholm,
Sweden
| USD 12.4 mil M | +USD 615 M | 19 | 13.01% | Aumentadas |
|
| 60 |
ClearBridge Investments
New York
| USD 12.4 mil M | -USD 543 M | 11 | 10.06% | Reducidas |
|
| 61 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 12.3 mil M | -USD 317 M | 27 | 14.34% | Reducidas |
|
| 62 |
Gates Foundation Trust
Kirkland,
Washington
| USD 12 mil M | -USD 213 M | 1 | 28.55% | Reducidas |
|
| 63 |
Brown Advisory
Baltimore,
Maryland
| USD 11.4 mil M | -USD 339 M | 18 | 14.41% | Reducidas |
|
| 64 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 11.3 mil M | +USD 323 M | 6 | 6.95% | Aumentadas |
|
| 65 |
Polen Capital Management
Boca Raton,
Florida
| USD 11.1 mil M | -USD 1492 M | 6 | 30.05% | Reducidas |
|
| 66 |
Envestnet Asset Management
Chicago,
Illinois
| USD 10.8 mil M | +USD 144 M | 24 | 3.47% | Aumentadas |
|
| 67 |
New York State Common Retirement Fund
Albany,
New York
| USD 10.7 mil M | -USD 510 k | 28 | 14.31% | Reducidas |
|
| 68 |
VOYA Investment Management
Atlanta,
Georgia
| USD 10.3 mil M | +USD 69.3 M | 28 | 10.73% | Aumentadas |
|
| 69 |
Fidelity International
Hamilton,
Bermuda
| USD 10.3 mil M | -USD 371 M | 17 | 9.63% | Reducidas |
|
| 70 |
TCI Fund Management
London,
United Kingdom
| USD 10.2 mil M | +USD 779 M | 3 | 24.01% | Aumentadas |
|
| 71 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 9789 M | -USD 761 M | 25 | 7.83% | Reducidas |
|
| 72 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 9654 M | +USD 410 M | 20 | 15.57% | Aumentadas |
|
| 73 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 9643 M | -USD 799 M | 22 | 9.18% | Reducidas |
|
| 74 |
Citigroup
New York
| USD 9485 M | -USD 1528 M | 32 | 5.63% | Reducidas |
|
| 75 |
LPL Financial
San Diego,
California
| USD 9216 M | +USD 737 M | 31 | 3.75% | Aumentadas |
|