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 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3792 M | -USD 114 M | 7 | 16.14% | Reducidas |
|
| 77 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3731 M | +USD 40.8 M | 5 | 5% | Aumentadas |
|
| 78 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3718 M | -USD 557 M | 7 | 6.87% | Reducidas |
|
| 79 |
Nordea Investment Management
Stockholm,
Sweden
| USD 3586 M | +USD 181 M | 12 | 8.62% | Aumentadas |
|
| 80 |
Neuberger Berman Group
New York
| USD 3450 M | -USD 36.6 M | 15 | 4.32% | Reducidas |
|
| 81 |
Eaton Vance Management
Boston,
Massachusetts
| USD 3385 M | -USD 6.2 M | 12 | 8.75% | Reducidas |
|
| 82 |
Asset Management One
Tokyo,
Japan
| USD 3324 M | +USD 449 M | 12 | 7.8% | Aumentadas |
|
| 83 |
Ninety One (UK)
London,
United Kingdom
| USD 3320 M | +USD 408 M | 8 | 14.58% | Aumentadas |
|
| 84 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 3220 M | -USD 42.4 M | 12 | 8.04% | Reducidas |
|
| 85 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 3191 M | +USD 3143 M | 13 | 5.82% | Nuevas |
|
| 86 |
VOYA Investment Management
Atlanta,
Georgia
| USD 3190 M | -USD 86.7 M | 18 | 6.86% | Reducidas |
|
| 87 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 3176 M | -USD 300 M | 17 | 7.03% | Reducidas |
|
| 88 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 3172 M | +USD 23.9 M | 17 | 6.9% | Aumentadas |
|
| 89 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 3169 M | -USD 74.8 M | 9 | 10.09% | Reducidas |
|
| 90 |
Brown Brothers Harriman & Co
New York
| USD 3127 M | -USD 92.7 M | 11 | 16.66% | Reducidas |
|
| 91 |
Tiger Global Management
New York
| USD 3059 M | +USD 254 M | 4 | 20.75% | Aumentadas |
|
| 92 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 3055 M | -USD 68 M | 6 | 4.6% | Reducidas |
|
| 93 |
Swedbank
Stockholm,
Sweden
| USD 3031 M | -USD 17.5 M | 6 | 18.54% | Reducidas |
|
| 94 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2955 M | -USD 199 M | 5 | 15.91% | Reducidas |
|
| 95 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 2883 M | -USD 118 M | 12 | 6.65% | Reducidas |
|
| 96 |
Adage Capital Partners
Boston,
Massachusetts
| USD 2851 M | +USD 46.3 M | 12 | 6.93% | Aumentadas |
|
| 97 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2757 M | -USD 139 M | 4 | 10.86% | Reducidas |
|
| 98 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 2739 M | -USD 465 M | 11 | 7.32% | Reducidas |
|
| 99 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 2708 M | -USD 4.57 M | 17 | 7.38% | Reducidas |
|
| 100 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2650 M | -USD 308 M | 10 | 15.49% | Reducidas |
|