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 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 3208 M | -USD 328 M | 7 | 7.03% | Reducidas |
|
| 77 |
APG Asset Management
Amsterdam,
Netherlands
| USD 3201 M | -USD 199 M | 12 | 6.02% | Reducidas |
|
| 78 |
Principal Financial Group
Des Moines,
Iowa
| USD 3093 M | +USD 108 M | 14 | 3.92% | Aumentadas |
|
| 79 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3068 M | +USD 112 M | 4 | 16.01% | Aumentadas |
|
| 80 |
VOYA Investment Management
Atlanta,
Georgia
| USD 3038 M | +USD 143 M | 15 | 7.26% | Aumentadas |
|
| 81 |
Brown Brothers Harriman & Co
New York
| USD 2993 M | -USD 75.8 M | 11 | 16.35% | Reducidas |
|
| 82 |
Russell Investments Group
London,
United Kingdom
| USD 2947 M | +USD 2940 M | 18 | 5.75% | Nuevas |
|
| 83 |
Neuberger Berman Group
New York
| USD 2899 M | -USD 63.7 M | 11 | 3.89% | Reducidas |
|
| 84 |
Putnam Investments
Boston,
Massachusetts
| USD 2885 M | -USD 124 M | 10 | 6.96% | Reducidas |
|
| 85 |
Eaton Vance Management
Boston,
Massachusetts
| USD 2869 M | -USD 79.1 M | 11 | 8.08% | Reducidas |
|
| 86 |
Nordea Investment Management
Stockholm,
Sweden
| USD 2860 M | +USD 21.6 M | 12 | 7.57% | Aumentadas |
|
| 87 |
Boston Partners
Boston,
Massachusetts
| USD 2858 M | +USD 41.2 M | 8 | 3.76% | Aumentadas |
|
| 88 |
Asset Management One
Tokyo,
Japan
| USD 2855 M | +USD 2549 M | 11 | 7.3% | Aumentadas |
|
| 89 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2839 M | -USD 48.8 M | 10 | 7.4% | Reducidas |
|
| 90 |
Lazard Asset Management
New York
| USD 2810 M | -USD 21.7 M | 12 | 5.73% | Reducidas |
|
| 91 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2802 M | -USD 149 M | 4 | 4.2% | Reducidas |
|
| 92 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 2750 M | +USD 98.9 M | 9 | 9.67% | Aumentadas |
|
| 93 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2684 M | -USD 243 M | 5 | 12.35% | Reducidas |
|
| 94 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 2606 M | -USD 96.2 M | 11 | 6.59% | Reducidas |
|
| 95 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2583 M | -USD 376 M | 9 | 13.92% | Reducidas |
|
| 96 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 2551 M | +USD 74.7 M | 17 | 6.46% | Aumentadas |
|
| 97 |
ValueAct Holdings
San Francisco,
California
| USD 2400 M | +USD 109 k | 1 | 19.71% | Aumentadas |
|
| 98 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2392 M | +USD 505 M | 4 | 9.64% | Aumentadas |
|
| 99 |
Swedbank
Stockholm,
Sweden
| USD 2359 M | +USD 247 M | 6 | 18.63% | Aumentadas |
|
| 100 |
Brown Advisory
Baltimore,
Maryland
| USD 2346 M | -USD 168 M | 12 | 8.38% | Reducidas |
|