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 |
Barclays
London,
United Kingdom
| USD 2302 M | +USD 492 M | 22 | 2.5% | Aumentadas |
|
| 102 |
Ninety One (UK)
London,
United Kingdom
| USD 2249 M | +USD 362 M | 8 | 11.11% | Aumentadas |
|
| 103 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2158 M | -USD 60.5 M | 3 | 10.61% | Reducidas |
|
| 104 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2122 M | +USD 667 M | 15 | 3.86% | Aumentadas |
|
| 105 |
United Services Automobile Association
San Antonio,
Texas
| USD 2104 M | -USD 20.3 M | 17 | 6.64% | Reducidas |
|
| 106 |
Veritas Asset Management
London,
United Kingdom
| USD 2054 M | +USD 60.4 M | 5 | 18.54% | Aumentadas |
|
| 107 |
Tiger Global Management
New York
| USD 2038 M | -USD 216 M | 6 | 20.47% | Reducidas |
|
| 108 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2018 M | -USD 126 M | 3 | 18.09% | Reducidas |
|
| 109 |
William Blair Investment Management
Chicago,
Illinois
| USD 2015 M | +USD 63.1 M | 7 | 7.61% | Aumentadas |
|
| 110 |
Prudential plc
London, England,
United Kingdom
| USD 2012 M | -USD 30.4 M | 9 | 6.74% | Reducidas |
|
| 111 |
Vontobel Asset Management
New York
| USD 1973 M | -USD 211 M | 3 | 16.82% | Reducidas |
|
| 112 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 1962 M | +USD 22.1 M | 10 | 8.19% | Aumentadas |
|
| 113 |
D.E. Shaw & Co
New York
| USD 1956 M | -USD 462 M | 19 | 3.44% | Reducidas |
|
| 114 |
First Pacific Advisors
El Segundo,
California
| USD 1947 M | -USD 67.1 M | 4 | 15.62% | Reducidas |
|
| 115 |
Edgewood Management
Greenwich,
Connecticut
| USD 1938 M | +USD 71.5 M | 4 | 10.81% | Aumentadas |
|
| 116 |
Panagora Asset Management
Boston,
Massachusetts
| USD 1931 M | +USD 52.3 M | 15 | 8.04% | Aumentadas |
|
| 117 |
Credit Agricole
Montrouge Cedex,
France
| USD 1931 M | -USD 275 M | 15 | 5.89% | Reducidas |
|
| 118 |
Bessemer Group
Woodbridge,
New Jersey
| USD 1880 M | +USD 351 M | 13 | 7.84% | Aumentadas |
|
| 119 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 1879 M | +USD 22.4 M | 15 | 5.08% | Aumentadas |
|
| 120 |
Sanders Capital
West Palm Beach,
Florida
| USD 1822 M | +USD 280 M | 2 | 12.09% | Aumentadas |
|
| 121 |
First Trust Advisors
Wheaton,
Illinois
| USD 1798 M | +USD 44.4 M | 13 | 4.98% | Aumentadas |
|
| 122 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 1776 M | +USD 153 M | 12 | 6.86% | Aumentadas |
|
| 123 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 1737 M | +USD 203 M | 12 | 5.66% | Aumentadas |
|
| 124 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 1699 M | +USD 45.4 M | 10 | 8.34% | Aumentadas |
|
| 125 |
Polen Capital Management
Boca Raton,
Florida
| USD 1693 M | +USD 120 M | 4 | 15.75% | Aumentadas |
|