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 |
Edgewood Management
Greenwich,
Connecticut
| USD 2893 M | -USD 48.5 M | 4 | 11.55% | Reducidas |
|
| 102 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 2861 M | +USD 1487 M | 16 | 1.02% | Aumentadas |
|
| 103 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 2854 M | +USD 41.7 M | 13 | 11.05% | Aumentadas |
|
| 104 |
United Services Automobile Association
San Antonio,
Texas
| USD 2826 M | -USD 39.7 M | 18 | 7.61% | Reducidas |
|
| 105 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 2808 M | -USD 82.2 M | 13 | 8.11% | Reducidas |
|
| 106 |
D.E. Shaw & Co
New York
| USD 2783 M | +USD 41.6 M | 18 | 3.79% | Aumentadas |
|
| 107 |
Ruane, Cunniff & Goldfarb
New York
| USD 2762 M | -USD 19.9 M | 4 | 25.32% | Reducidas |
|
| 108 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2734 M | +USD 169 M | 14 | 6.74% | Aumentadas |
|
| 109 |
Prudential plc
London, England,
United Kingdom
| USD 2641 M | +USD 96.9 M | 12 | 8.24% | Aumentadas |
|
| 110 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 2640 M | -USD 42.3 M | 11 | 10.16% | Reducidas |
|
| 111 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2589 M | -USD 1180 M | 7 | 5.26% | Reducidas |
|
| 112 |
Brown Advisory
Baltimore,
Maryland
| USD 2508 M | -USD 68.2 M | 13 | 8.11% | Reducidas |
|
| 113 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 2477 M | -USD 337 M | 11 | 15.16% | Reducidas |
|
| 114 |
Vontobel Asset Management
New York
| USD 2474 M | -USD 100 M | 5 | 17.75% | Reducidas |
|
| 115 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2473 M | -USD 709 M | 4 | 9.79% | Reducidas |
|
| 116 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 2463 M | +USD 10.9 M | 18 | 5.96% | Aumentadas |
|
| 117 |
Viking Global Investors
Stamford,
Connecticut
| USD 2429 M | -USD 139 M | 4 | 14.63% | Reducidas |
|
| 118 |
Sanders Capital
West Palm Beach,
Florida
| USD 2423 M | -USD 86.7 M | 2 | 13.43% | Reducidas |
|
| 119 |
Brown Brothers Harriman & Co
New York
| USD 2359 M | -USD 458 M | 10 | 13.61% | Reducidas |
|
| 120 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2348 M | -USD 82.8 M | 2 | 20.19% | Reducidas |
|
| 121 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 2336 M | +USD 61.6 M | 1 | 84.33% | Aumentadas |
|
| 122 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2332 M | +USD 67.3 M | 15 | 9.2% | Aumentadas |
|
| 123 |
Raymond James & Associates
St Petersburg,
Florida
| USD 2280 M | +USD 80 M | 19 | 4.09% | Aumentadas |
|
| 124 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 2279 M | -USD 80.1 M | 11 | 7.71% | Reducidas |
|
| 125 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2270 M | -USD 23.2 M | 18 | 4.14% | Reducidas |
|