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 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
| USD 2322 M | +USD 31.1 M | 10 | 6.86% | Aumentadas |
|
| 102 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 2304 M | -USD 10 M | 13 | 3.99% | Reducidas |
|
| 103 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 2275 M | -USD 60.1 M | 15 | 2.65% | Reducidas |
|
| 104 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 2270 M | -USD 14.4 M | 14 | 7.07% | Reducidas |
|
| 105 |
Vontobel Asset Management
New York
| USD 2253 M | +USD 207 M | 3 | 17.67% | Aumentadas |
|
| 106 |
ValueAct Holdings
San Francisco,
California
| USD 2225 M | -USD 1016 M | 1 | 19.36% | Reducidas |
|
| 107 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2219 M | -USD 164 M | 3 | 9.95% | Reducidas |
|
| 108 |
D.E. Shaw & Co
New York
| USD 2208 M | +USD 264 M | 19 | 3.9% | Aumentadas |
|
| 109 |
Edgewood Management
Greenwich,
Connecticut
| USD 2154 M | +USD 47.3 M | 5 | 14.16% | Aumentadas |
|
| 110 |
Swedbank
Stockholm,
Sweden
| USD 2144 M | +USD 25.5 M | 6 | 17.58% | Aumentadas |
|
| 111 |
Credit Agricole
Montrouge Cedex,
France
| USD 2009 M | +USD 241 M | 14 | 6.53% | Aumentadas |
|
| 112 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 1995 M | -USD 74.3 M | 3 | 19.12% | Reducidas |
|
| 113 |
United Services Automobile Association
San Antonio,
Texas
| USD 1961 M | -USD 12.7 M | 16 | 6.64% | Reducidas |
|
| 114 |
Tiger Global Management
New York
| USD 1927 M | +USD 621 M | 4 | 27.76% | Aumentadas |
|
| 115 |
William Blair Investment Management
Chicago,
Illinois
| USD 1848 M | +USD 293 M | 7 | 7% | Aumentadas |
|
| 116 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1846 M | -USD 338 M | 4 | 7.71% | Reducidas |
|
| 117 |
Epoch Investment Partners
New York
| USD 1814 M | -USD 20.9 M | 4 | 6.76% | Reducidas |
|
| 118 |
First Pacific Advisors
El Segundo,
California
| USD 1804 M | -USD 287 M | 4 | 14.96% | Reducidas |
|
| 119 |
Barclays
London,
United Kingdom
| USD 1798 M | -USD 151 M | 19 | 2% | Reducidas |
|
| 120 |
Prudential plc
London, England,
United Kingdom
| USD 1753 M | -USD 63.7 M | 9 | 6.61% | Reducidas |
|
| 121 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 1744 M | +USD 16.7 M | 15 | 5.08% | Aumentadas |
|
| 122 |
Carmignac Gestion
Paris,
France
| USD 1734 M | -USD 261 M | 5 | 12.95% | Reducidas |
|
| 123 |
Veritas Asset Management
London,
United Kingdom
| USD 1724 M | -USD 97.9 M | 5 | 19.54% | Reducidas |
|
| 124 |
BNP Paribas Financial Markets
Paris,
France
| USD 1723 M | +USD 407 M | 19 | 7.09% | Aumentadas |
|
| 125 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1663 M | +USD 60.6 M | 14 | 7.93% | Aumentadas |
|