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 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 13.1 mil M | +USD 468 M | 13 | 12.58% | Aumentadas |
|
| 52 |
Dodge & Cox
San Francisco,
California
| USD 12.4 mil M | -USD 849 M | 7 | 7.09% | Reducidas |
|
| 53 |
Schroder Investment Management Group
London,
United Kingdom
| USD 12.4 mil M | -USD 391 M | 17 | 12.55% | Reducidas |
|
| 54 |
Neuberger Berman Group
New York
| USD 12.4 mil M | +USD 158 M | 21 | 10.38% | Aumentadas |
|
| 55 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 12.3 mil M | -USD 553 M | 9 | 17.85% | Reducidas |
|
| 56 |
BNP Paribas Financial Markets
Paris,
France
| USD 12.3 mil M | +USD 854 M | 33 | 7.23% | Aumentadas |
|
| 57 |
Swedbank
Stockholm,
Sweden
| USD 11.4 mil M | -USD 196 M | 15 | 15.18% | Reducidas |
|
| 58 |
Nordea Investment Management
Stockholm,
Sweden
| USD 11.1 mil M | +USD 679 M | 19 | 11.75% | Aumentadas |
|
| 59 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 10.9 mil M | -USD 156 M | 25 | 10.3% | Reducidas |
|
| 60 |
Gates Foundation Trust
Kirkland,
Washington
| USD 10.7 mil M | USD 0 | 1 | 25.55% | Mantenido |
|
| 61 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 10.7 mil M | +USD 1037 M | 6 | 7.05% | Aumentadas |
|
| 62 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 10.7 mil M | -USD 910 M | 17 | 11.93% | Reducidas |
|
| 63 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 10.6 mil M | -USD 73 M | 26 | 13.12% | Reducidas |
|
| 64 |
ClearBridge Investments
New York
| USD 10.2 mil M | -USD 668 M | 11 | 8.9% | Reducidas |
|
| 65 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 9592 M | +USD 1129 M | 20 | 7.78% | Aumentadas |
|
| 66 |
Envestnet Asset Management
Chicago,
Illinois
| USD 9558 M | +USD 131 M | 25 | 3.08% | Aumentadas |
|
| 67 |
Brown Advisory
Baltimore,
Maryland
| USD 9506 M | -USD 358 M | 15 | 13.59% | Reducidas |
|
| 68 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 9350 M | +USD 1177 M | 19 | 9.08% | Aumentadas |
|
| 69 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 9293 M | +USD 2032 M | 25 | 9.73% | Aumentadas |
|
| 70 |
TCI Fund Management
London,
United Kingdom
| USD 9291 M | +USD 510 M | 3 | 21.42% | Aumentadas |
|
| 71 |
New York State Common Retirement Fund
Albany,
New York
| USD 8997 M | -USD 342 M | 27 | 13.21% | Reducidas |
|
| 72 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 8906 M | +USD 644 M | 19 | 14.86% | Aumentadas |
|
| 73 |
Polen Capital Management
Boca Raton,
Florida
| USD 8626 M | -USD 1054 M | 6 | 27.09% | Reducidas |
|
| 74 |
LPL Financial
San Diego,
California
| USD 8569 M | +USD 582 M | 32 | 3.33% | Aumentadas |
|
| 75 |
Fidelity International
Hamilton,
Bermuda
| USD 8306 M | -USD 1184 M | 17 | 7.89% | Reducidas |
|