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 2674 M | -USD 46.5 M | 20 | 7.76% | Reducidas |
|
| 102 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 2670 M | +USD 503 M | 14 | 10.35% | Aumentadas |
|
| 103 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 2648 M | +USD 63.6 M | 3 | 27.09% | Aumentadas |
|
| 104 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 2629 M | -USD 316 M | 16 | 7.19% | Reducidas |
|
| 105 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 2602 M | +USD 51.8 M | 11 | 11.12% | Aumentadas |
|
| 106 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2561 M | +USD 31.4 M | 12 | 10.66% | Aumentadas |
|
| 107 |
Raymond James & Associates
St Petersburg,
Florida
| USD 2455 M | -USD 70.6 M | 20 | 4.28% | Reducidas |
|
| 108 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2433 M | -USD 124 M | 13 | 6.1% | Reducidas |
|
| 109 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2428 M | -USD 110 M | 5 | 4.76% | Reducidas |
|
| 110 |
Ruane, Cunniff & Goldfarb
New York
| USD 2428 M | +USD 116 M | 5 | 26.73% | Aumentadas |
|
| 111 |
Edgewood Management
Greenwich,
Connecticut
| USD 2380 M | -USD 764 M | 3 | 9.79% | Reducidas |
|
| 112 |
Sanders Capital
West Palm Beach,
Florida
| USD 2338 M | -USD 92.9 M | 2 | 13% | Reducidas |
|
| 113 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 2316 M | +USD 130 M | 11 | 9.55% | Aumentadas |
|
| 114 |
Prudential plc
London, England,
United Kingdom
| USD 2300 M | -USD 71.1 M | 12 | 9.26% | Reducidas |
|
| 115 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 2268 M | +USD 43.7 M | 18 | 6.49% | Aumentadas |
|
| 116 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 2224 M | -USD 5.57 M | 12 | 10.85% | Reducidas |
|
| 117 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 2208 M | +USD 15.9 M | 11 | 9.84% | Aumentadas |
|
| 118 |
Citigroup
New York
| USD 2156 M | +USD 184 M | 23 | 2.18% | Aumentadas |
|
| 119 |
Bessemer Group
Woodbridge,
New Jersey
| USD 2142 M | +USD 121 M | 16 | 9.33% | Aumentadas |
|
| 120 |
Coatue Management
New York
| USD 2136 M | +USD 712 M | 5 | 25.34% | Aumentadas |
|
| 121 |
Los Angeles Capital Management
Los Angeles,
California
| USD 2124 M | +USD 238 M | 14 | 13.18% | Aumentadas |
|
| 122 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 2117 M | +USD 25.3 M | 14 | 21.63% | Aumentadas |
|
| 123 |
Panagora Asset Management
Boston,
Massachusetts
| USD 2111 M | -USD 147 M | 17 | 9.83% | Reducidas |
|
| 124 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2103 M | +USD 292 M | 8 | 4.75% | Aumentadas |
|
| 125 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2071 M | -USD 81.7 M | 20 | 4% | Reducidas |
|