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 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 3337 M | +USD 23 M | 16 | 6.89% | Aumentadas |
|
| 77 |
Emerald Acquisition
Seattle,
Washington
| USD 3152 M | -USD 183 M | 18 | 6.09% | Reducidas |
|
| 78 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3119 M | -USD 95.3 M | 4 | 13.93% | Reducidas |
|
| 79 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 3071 M | -USD 111 M | 5 | 12.78% | Reducidas |
|
| 80 |
Putnam Investments
Boston,
Massachusetts
| USD 3055 M | +USD 131 M | 12 | 7.35% | Aumentadas |
|
| 81 |
Brown Brothers Harriman & Co
New York
| USD 3050 M | -USD 104 M | 10 | 16.19% | Reducidas |
|
| 82 |
Principal Financial Group
Des Moines,
Iowa
| USD 3023 M | +USD 30.9 M | 13 | 3.98% | Aumentadas |
|
| 83 |
Neuberger Berman Group
New York
| USD 3004 M | -USD 20 M | 11 | 4.08% | Reducidas |
|
| 84 |
Eaton Vance Management
Boston,
Massachusetts
| USD 2995 M | -USD 21.5 M | 11 | 8.62% | Reducidas |
|
| 85 |
AQR Capital Management
Greenwich,
Connecticut
| USD 2991 M | +USD 371 M | 14 | 4.58% | Aumentadas |
|
| 86 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2935 M | +USD 241 M | 10 | 13.86% | Aumentadas |
|
| 87 |
VOYA Investment Management
Atlanta,
Georgia
| USD 2909 M | +USD 416 M | 15 | 5.51% | Aumentadas |
|
| 88 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2884 M | -USD 111 M | 10 | 7.65% | Reducidas |
|
| 89 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2878 M | -USD 137 M | 4 | 4.38% | Reducidas |
|
| 90 |
Nordea Investment Management
Stockholm,
Sweden
| USD 2853 M | +USD 153 M | 12 | 7.39% | Aumentadas |
|
| 91 |
Lazard Asset Management
New York
| USD 2837 M | -USD 59.5 M | 12 | 5.64% | Reducidas |
|
| 92 |
Boston Partners
Boston,
Massachusetts
| USD 2794 M | -USD 55.5 M | 8 | 3.91% | Reducidas |
|
| 93 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 2670 M | -USD 253 M | 11 | 6.63% | Reducidas |
|
| 94 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 2638 M | +USD 49.2 M | 8 | 9.48% | Aumentadas |
|
| 95 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 2581 M | -USD 228 M | 3 | 22.3% | Reducidas |
|
| 96 |
Brown Advisory
Baltimore,
Maryland
| USD 2503 M | -USD 218 M | 12 | 8.6% | Reducidas |
|
| 97 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 2472 M | +USD 93.9 M | 15 | 6.81% | Aumentadas |
|
| 98 |
Adage Capital Partners
Boston,
Massachusetts
| USD 2390 M | +USD 51.3 M | 11 | 6.58% | Aumentadas |
|
| 99 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 2387 M | +USD 4.11 M | 14 | 8.72% | Aumentadas |
|
| 100 |
BlackRock Japan
Tokyo,
Japan
| USD 2342 M | +USD 69.9 M | 13 | 8% | Aumentadas |
|