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 | |
|---|---|---|---|---|---|---|---|
| 76 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2908 M | -USD 114 M | 3 | 4.43% | Reducidas |
|
| 77 |
Fred Alger Management
New York
| USD 2901 M | +USD 95.6 M | 10 | 15.32% | Aumentadas |
|
| 78 |
ValueAct Holdings
San Francisco,
California
| USD 2897 M | +USD 47.2 k | 1 | 26.3% | Aumentadas |
|
| 79 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 2789 M | -USD 949 M | 4 | 12.87% | Reducidas |
|
| 80 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2755 M | -USD 228 M | 4 | 11.25% | Reducidas |
|
| 81 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 2718 M | +USD 490 M | 12 | 6.99% | Aumentadas |
|
| 82 |
Neuberger Berman Group
New York
| USD 2716 M | +USD 173 M | 10 | 3.74% | Aumentadas |
|
| 83 |
Eaton Vance Management
Boston,
Massachusetts
| USD 2688 M | -USD 293 M | 11 | 7.83% | Reducidas |
|
| 84 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2683 M | -USD 24.1 M | 10 | 7.05% | Reducidas |
|
| 85 |
Principal Financial Group
Des Moines,
Iowa
| USD 2641 M | +USD 27.7 M | 12 | 3.68% | Aumentadas |
|
| 86 |
Boston Partners
Boston,
Massachusetts
| USD 2549 M | -USD 310 M | 8 | 3.68% | Reducidas |
|
| 87 |
Putnam Investments
Boston,
Massachusetts
| USD 2548 M | +USD 60.1 M | 9 | 6.21% | Aumentadas |
|
| 88 |
Lazard Asset Management
New York
| USD 2545 M | +USD 412 M | 12 | 5.37% | Aumentadas |
|
| 89 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2505 M | +USD 245 M | 7 | 5.32% | Aumentadas |
|
| 90 |
Nordea Investment Management
Stockholm,
Sweden
| USD 2491 M | +USD 188 M | 12 | 6.96% | Aumentadas |
|
| 91 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2480 M | -USD 987 M | 11 | 10.18% | Reducidas |
|
| 92 |
Brown Advisory
Baltimore,
Maryland
| USD 2450 M | -USD 114 M | 11 | 8.61% | Reducidas |
|
| 93 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 2440 M | -USD 363 M | 3 | 22.76% | Reducidas |
|
| 94 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2357 M | -USD 58.8 M | 3 | 9.9% | Reducidas |
|
| 95 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 2290 M | +USD 343 M | 8 | 8.3% | Aumentadas |
|
| 96 |
AQR Capital Management
Greenwich,
Connecticut
| USD 2282 M | +USD 32.8 M | 13 | 4.03% | Aumentadas |
|
| 97 |
HSBC Holdings
London,
United Kingdom
| USD 2257 M | +USD 137 M | 14 | 6.21% | Aumentadas |
|
| 98 |
VOYA Investment Management
Atlanta,
Georgia
| USD 2191 M | -USD 109 M | 14 | 5.39% | Reducidas |
|
| 99 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 2131 M | -USD 87 M | 18 | 2.5% | Reducidas |
|
| 100 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 2127 M | +USD 68.4 M | 14 | 6.3% | Aumentadas |
|