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 |
Brown Advisory
Baltimore,
Maryland
| USD 2535 M | -USD 61.1 M | 14 | 7.75% | Reducidas |
|
| 102 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 2529 M | -USD 39.4 M | 17 | 2.72% | Reducidas |
|
| 103 |
Vontobel Asset Management
New York
| USD 2473 M | +USD 81.9 M | 4 | 19.08% | Aumentadas |
|
| 104 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 2410 M | -USD 110 M | 12 | 3.8% | Reducidas |
|
| 105 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 2384 M | -USD 177 M | 3 | 20.74% | Reducidas |
|
| 106 |
Credit Agricole
Montrouge Cedex,
France
| USD 2356 M | +USD 227 M | 15 | 7.73% | Aumentadas |
|
| 107 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 2312 M | +USD 884 M | 2 | 11.75% | Aumentadas |
|
| 108 |
United Services Automobile Association
San Antonio,
Texas
| USD 2311 M | +USD 15.8 M | 17 | 7.03% | Aumentadas |
|
| 109 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 2247 M | +USD 364 M | 12 | 7.25% | Aumentadas |
|
| 110 |
Edgewood Management
Greenwich,
Connecticut
| USD 2219 M | +USD 99.3 M | 4 | 10.88% | Aumentadas |
|
| 111 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2173 M | -USD 150 M | 4 | 11.11% | Reducidas |
|
| 112 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2166 M | -USD 201 M | 14 | 3.96% | Reducidas |
|
| 113 |
First Pacific Advisors
El Segundo,
California
| USD 2151 M | +USD 16.4 M | 4 | 16.3% | Aumentadas |
|
| 114 |
William Blair Investment Management
Chicago,
Illinois
| USD 2122 M | -USD 215 M | 7 | 7.72% | Reducidas |
|
| 115 |
Barclays
London,
United Kingdom
| USD 2122 M | -USD 325 M | 22 | 2.27% | Reducidas |
|
| 116 |
Prudential plc
London, England,
United Kingdom
| USD 2102 M | -USD 36.6 M | 10 | 6.89% | Reducidas |
|
| 117 |
Veritas Asset Management
London,
United Kingdom
| USD 2098 M | -USD 151 M | 4 | 16.38% | Reducidas |
|
| 118 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2083 M | -USD 78.3 M | 3 | 18.42% | Reducidas |
|
| 119 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 2035 M | -USD 74.7 M | 10 | 8.36% | Reducidas |
|
| 120 |
Bessemer Group
Woodbridge,
New Jersey
| USD 2009 M | -USD 28.2 M | 14 | 8.09% | Reducidas |
|
| 121 |
First Trust Advisors
Wheaton,
Illinois
| USD 1973 M | +USD 138 M | 14 | 5.26% | Aumentadas |
|
| 122 |
Sanders Capital
West Palm Beach,
Florida
| USD 1957 M | +USD 49.7 M | 2 | 12.58% | Aumentadas |
|
| 123 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 1949 M | +USD 39.1 M | 13 | 6% | Aumentadas |
|
| 124 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 1938 M | -USD 48.3 M | 17 | 5.17% | Reducidas |
|
| 125 |
Citadel Advisors
Miami,
Florida
| USD 1937 M | +USD 259 M | 22 | 1.64% | Aumentadas |
|