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 |
Gates Foundation Trust
Kirkland,
Washington
| USD 3156 M | -USD 775 M | 1 | 14.27% | Reducidas |
|
| 102 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 3151 M | +USD 31.8 M | 14 | 11.64% | Aumentadas |
|
| 103 |
United Services Automobile Association
San Antonio,
Texas
| USD 2966 M | -USD 85.7 M | 18 | 7.88% | Reducidas |
|
| 104 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 2964 M | -USD 81.9 M | 14 | 8.52% | Reducidas |
|
| 105 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2917 M | +USD 196 M | 7 | 5.85% | Aumentadas |
|
| 106 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 2886 M | -USD 281 M | 13 | 4.4% | Reducidas |
|
| 107 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2859 M | -USD 88 M | 14 | 6.84% | Reducidas |
|
| 108 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 2845 M | -USD 34 M | 11 | 10.75% | Reducidas |
|
| 109 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2777 M | -USD 270 M | 6 | 4.47% | Reducidas |
|
| 110 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2747 M | +USD 199 M | 3 | 22.94% | Aumentadas |
|
| 111 |
Ruane, Cunniff & Goldfarb
New York
| USD 2734 M | -USD 395 M | 4 | 24.49% | Reducidas |
|
| 112 |
Prudential plc
London, England,
United Kingdom
| USD 2725 M | -USD 67.6 M | 12 | 8.53% | Reducidas |
|
| 113 |
Brown Advisory
Baltimore,
Maryland
| USD 2716 M | -USD 23.1 M | 12 | 8.36% | Reducidas |
|
| 114 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 2672 M | +USD 61.9 M | 18 | 6.28% | Aumentadas |
|
| 115 |
Raymond James & Associates
St Petersburg,
Florida
| USD 2604 M | +USD 144 M | 18 | 4.38% | Aumentadas |
|
| 116 |
Sanders Capital
West Palm Beach,
Florida
| USD 2590 M | -USD 28.6 M | 2 | 13.89% | Reducidas |
|
| 117 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2505 M | +USD 102 M | 4 | 12.78% | Aumentadas |
|
| 118 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2475 M | +USD 132 M | 20 | 4.27% | Aumentadas |
|
| 119 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2475 M | -USD 98.4 M | 17 | 9.81% | Reducidas |
|
| 120 |
Viking Global Investors
Stamford,
Connecticut
| USD 2435 M | -USD 175 M | 4 | 13.94% | Reducidas |
|
| 121 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 2413 M | +USD 15.2 M | 1 | 93.79% | Aumentadas |
|
| 122 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 2405 M | -USD 5.85 M | 11 | 10.42% | Reducidas |
|
| 123 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 2368 M | -USD 129 M | 11 | 7.72% | Reducidas |
|
| 124 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2359 M | +USD 43.7 M | 4 | 8.9% | Aumentadas |
|
| 125 |
Bessemer Group
Woodbridge,
New Jersey
| USD 2328 M | -USD 35.5 M | 13 | 9.03% | Reducidas |
|