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 | |
|---|---|---|---|---|---|---|---|
| 101 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 2095 M | -USD 41.2 M | 13 | 3.8% | Reducidas |
|
| 102 |
Adage Capital Partners
Boston,
Massachusetts
| USD 2091 M | -USD 14.6 M | 10 | 5.71% | Reducidas |
|
| 103 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 2052 M | +USD 281 M | 13 | 6.52% | Aumentadas |
|
| 104 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
| USD 2032 M | +USD 41.8 M | 10 | 6.23% | Aumentadas |
|
| 105 |
First Pacific Advisors
El Segundo,
California
| USD 2011 M | +USD 144 M | 4 | 16.96% | Aumentadas |
|
| 106 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 2010 M | +USD 163 M | 13 | 8.15% | Aumentadas |
|
| 107 |
BlackRock Japan
Tokyo,
Japan
| USD 2008 M | +USD 76.2 M | 14 | 7.21% | Aumentadas |
|
| 108 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1984 M | +USD 77.5 M | 4 | 8.48% | Aumentadas |
|
| 109 |
Swedbank
Stockholm,
Sweden
| USD 1866 M | +USD 240 M | 6 | 15.78% | Aumentadas |
|
| 110 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 1847 M | +USD 162 M | 3 | 18.08% | Aumentadas |
|
| 111 |
Edgewood Management
Greenwich,
Connecticut
| USD 1823 M | -USD 15.2 M | 4 | 13.37% | Reducidas |
|
| 112 |
United Services Automobile Association
San Antonio,
Texas
| USD 1754 M | -USD 91.4 M | 14 | 6.26% | Reducidas |
|
| 113 |
Carmignac Gestion
Paris,
France
| USD 1748 M | -USD 541 M | 3 | 14.96% | Reducidas |
|
| 114 |
Barclays
London,
United Kingdom
| USD 1705 M | +USD 213 M | 18 | 2.22% | Aumentadas |
|
| 115 |
Epoch Investment Partners
New York
| USD 1697 M | -USD 34.5 M | 4 | 6.37% | Reducidas |
|
| 116 |
Veritas Asset Management
London,
United Kingdom
| USD 1691 M | +USD 211 M | 5 | 18.58% | Aumentadas |
|
| 117 |
D.E. Shaw & Co
New York
| USD 1649 M | +USD 130 M | 15 | 3.04% | Aumentadas |
|
| 118 |
Vontobel Asset Management
New York
| USD 1632 M | +USD 231 M | 3 | 13.28% | Aumentadas |
|
| 119 |
Prudential plc
London, England,
United Kingdom
| USD 1629 M | +USD 142 M | 9 | 6.39% | Aumentadas |
|
| 120 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 1538 M | +USD 287 M | 14 | 4.63% | Aumentadas |
|
| 121 |
Credit Agricole
Montrouge Cedex,
France
| USD 1528 M | +USD 293 M | 14 | 5.89% | Aumentadas |
|
| 122 |
Yacktman Asset Management
Austin,
Texas
| USD 1518 M | -USD 1.26 M | 3 | 12.57% | Reducidas |
|
| 123 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 1470 M | -USD 110 M | 11 | 5.93% | Reducidas |
|
| 124 |
Generation Investment Management
London,
United Kingdom
| USD 1467 M | +USD 263 M | 3 | 16.97% | Aumentadas |
|
| 125 |
abrdn Investment Management
Edinburgh,
United Kingdom
| USD 1462 M | +USD 26.4 M | 6 | 6.61% | Aumentadas |
|