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 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 2587 M | -USD 29.5 M | 19 | 2.69% | Reducidas |
|
| 102 |
Viking Global Investors
Stamford,
Connecticut
| USD 2572 M | -USD 313 M | 3 | 16.65% | Reducidas |
|
| 103 |
Polen Capital Management
Boca Raton,
Florida
| USD 2527 M | +USD 589 M | 5 | 20.34% | Aumentadas |
|
| 104 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 2498 M | -USD 20.3 M | 12 | 3.75% | Reducidas |
|
| 105 |
Vontobel Asset Management
New York
| USD 2470 M | -USD 351 M | 4 | 17.91% | Reducidas |
|
| 106 |
United Services Automobile Association
San Antonio,
Texas
| USD 2418 M | -USD 8.39 M | 18 | 7.08% | Reducidas |
|
| 107 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 2411 M | +USD 82.2 M | 12 | 7.12% | Aumentadas |
|
| 108 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 2398 M | +USD 354 M | 11 | 9.94% | Aumentadas |
|
| 109 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 2366 M | -USD 342 M | 2 | 11.51% | Reducidas |
|
| 110 |
Credit Agricole
Montrouge Cedex,
France
| USD 2354 M | -USD 172 M | 15 | 8.03% | Reducidas |
|
| 111 |
Barclays
London,
United Kingdom
| USD 2315 M | +USD 100 M | 22 | 2.38% | Aumentadas |
|
| 112 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2310 M | +USD 108 M | 2 | 19.81% | Aumentadas |
|
| 113 |
Edgewood Management
Greenwich,
Connecticut
| USD 2248 M | -USD 12.1 M | 4 | 10.33% | Reducidas |
|
| 114 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 2233 M | +USD 94.7 M | 10 | 8.91% | Aumentadas |
|
| 115 |
Prudential plc
London, England,
United Kingdom
| USD 2201 M | -USD 29.1 M | 10 | 6.94% | Reducidas |
|
| 116 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2198 M | -USD 123 M | 4 | 10.67% | Reducidas |
|
| 117 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2194 M | -USD 81.8 M | 15 | 3.94% | Reducidas |
|
| 118 |
Brown Advisory
Baltimore,
Maryland
| USD 2192 M | -USD 468 M | 12 | 7.27% | Reducidas |
|
| 119 |
First Trust Advisors
Wheaton,
Illinois
| USD 2178 M | +USD 137 M | 15 | 5.6% | Aumentadas |
|
| 120 |
William Blair Investment Management
Chicago,
Illinois
| USD 2162 M | -USD 247 M | 6 | 7.74% | Reducidas |
|
| 121 |
Sanders Capital
West Palm Beach,
Florida
| USD 2157 M | +USD 68.7 M | 2 | 13% | Aumentadas |
|
| 122 |
First Pacific Advisors
El Segundo,
California
| USD 2153 M | -USD 31.2 M | 4 | 16.54% | Reducidas |
|
| 123 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2107 M | +USD 453 k | 12 | 5.97% | Aumentadas |
|
| 124 |
D.E. Shaw & Co
New York
| USD 2044 M | +USD 109 M | 19 | 3.14% | Aumentadas |
|
| 125 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 2018 M | +USD 6.7 M | 17 | 5.02% | Aumentadas |
|