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 |
VOYA Investment Management
Atlanta,
Georgia
| USD 4424 M | -USD 103 M | 18 | 9.94% | Reducidas |
|
| 77 |
APG Asset Management
Amsterdam,
Netherlands
| USD 4368 M | -USD 240 M | 13 | 8.02% | Reducidas |
|
| 78 |
Russell Investments Group
London,
United Kingdom
| USD 4332 M | +USD 274 M | 21 | 8.01% | Aumentadas |
|
| 79 |
Polen Capital Management
Boca Raton,
Florida
| USD 4312 M | +USD 262 M | 5 | 22.54% | Aumentadas |
|
| 80 |
Harris Associates
Chicago,
Illinois
| USD 4312 M | -USD 319 M | 5 | 7.91% | Reducidas |
|
| 81 |
Lazard Asset Management
New York
| USD 4261 M | +USD 64.2 M | 15 | 6.97% | Aumentadas |
|
| 82 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 4192 M | -USD 24 M | 12 | 10.63% | Reducidas |
|
| 83 |
Ninety One (UK)
London,
United Kingdom
| USD 4106 M | +USD 381 M | 10 | 16.27% | Aumentadas |
|
| 84 |
Swedbank
Stockholm,
Sweden
| USD 4104 M | +USD 274 M | 7 | 19.52% | Aumentadas |
|
| 85 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4055 M | -USD 255 M | 7 | 19.95% | Reducidas |
|
| 86 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 4035 M | +USD 330 M | 5 | 21.85% | Aumentadas |
|
| 87 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 4031 M | +USD 840 M | 15 | 13.1% | Aumentadas |
|
| 88 |
Tiger Global Management
New York
| USD 3803 M | +USD 125 M | 6 | 21% | Aumentadas |
|
| 89 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3777 M | +USD 137 M | 4 | 22.08% | Aumentadas |
|
| 90 |
First Trust Advisors
Wheaton,
Illinois
| USD 3737 M | +USD 121 M | 18 | 7.43% | Aumentadas |
|
| 91 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 3679 M | +USD 15.8 M | 20 | 3.68% | Aumentadas |
|
| 92 |
Boston Partners
Boston,
Massachusetts
| USD 3673 M | +USD 275 M | 10 | 4.87% | Aumentadas |
|
| 93 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 3666 M | -USD 7.68 M | 17 | 9.74% | Reducidas |
|
| 94 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3563 M | +USD 1036 M | 9 | 7.03% | Aumentadas |
|
| 95 |
First Eagle Investment Management
New York
| USD 3514 M | -USD 385 M | 5 | 9.5% | Reducidas |
|
| 96 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 3465 M | +USD 144 M | 13 | 5.29% | Aumentadas |
|
| 97 |
Brown Advisory
Baltimore,
Maryland
| USD 3427 M | +USD 199 M | 16 | 9.72% | Aumentadas |
|
| 98 |
Adage Capital Partners
Boston,
Massachusetts
| USD 3363 M | -USD 111 M | 12 | 8.41% | Reducidas |
|
| 99 |
Viking Global Investors
Stamford,
Connecticut
| USD 3357 M | -USD 2175 M | 5 | 19.25% | Reducidas |
|
| 100 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 3243 M | +USD 51.7 M | 16 | 9.22% | Aumentadas |
|