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 |
United Services Automobile Association
San Antonio,
Texas
| USD 3273 M | -USD 57.6 M | 19 | 8.2% | Reducidas |
|
| 102 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 3251 M | +USD 26.1 M | 13 | 4.81% | Aumentadas |
|
| 103 |
Viking Global Investors
Stamford,
Connecticut
| USD 3176 M | +USD 604 M | 4 | 17.59% | Aumentadas |
|
| 104 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 3093 M | -USD 94.7 M | 11 | 11.39% | Reducidas |
|
| 105 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 3081 M | -USD 3774 M | 12 | 10.94% | Reducidas |
|
| 106 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 3030 M | -USD 67.6 M | 14 | 6.4% | Reducidas |
|
| 107 |
Raymond James & Associates
St Petersburg,
Florida
| USD 3014 M | +USD 108 M | 20 | 4.66% | Aumentadas |
|
| 108 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2981 M | -USD 18.9 M | 3 | 25.44% | Reducidas |
|
| 109 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2904 M | -USD 304 M | 6 | 4.61% | Reducidas |
|
| 110 |
Brown Advisory
Baltimore,
Maryland
| USD 2858 M | -USD 104 M | 13 | 8.13% | Reducidas |
|
| 111 |
Prudential plc
London, England,
United Kingdom
| USD 2784 M | -USD 223 M | 12 | 8.98% | Reducidas |
|
| 112 |
Ruane, Cunniff & Goldfarb
New York
| USD 2775 M | -USD 214 M | 5 | 25.53% | Reducidas |
|
| 113 |
Sanders Capital
West Palm Beach,
Florida
| USD 2768 M | -USD 104 M | 2 | 13.95% | Reducidas |
|
| 114 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 2753 M | +USD 1561 M | 21 | 0.91% | Aumentadas |
|
| 115 |
Gates Foundation Trust
Kirkland,
Washington
| USD 2745 M | -USD 867 M | 1 | 10.63% | Reducidas |
|
| 116 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 2736 M | -USD 254 M | 18 | 6.5% | Reducidas |
|
| 117 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2726 M | -USD 49.8 M | 18 | 10.26% | Reducidas |
|
| 118 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 2683 M | -USD 43.8 M | 12 | 11.12% | Reducidas |
|
| 119 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 2644 M | +USD 23.7 M | 11 | 10.02% | Aumentadas |
|
| 120 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 2622 M | +USD 289 M | 14 | 22.73% | Aumentadas |
|
| 121 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 2615 M | -USD 818 M | 13 | 9.29% | Reducidas |
|
| 122 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2559 M | -USD 122 M | 4 | 9.19% | Reducidas |
|
| 123 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2508 M | -USD 173 M | 18 | 4.09% | Reducidas |
|
| 124 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2505 M | -USD 227 M | 4 | 12.66% | Reducidas |
|
| 125 |
Bessemer Group
Woodbridge,
New Jersey
| USD 2465 M | -USD 131 M | 14 | 9.18% | Reducidas |
|