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 3245 M | +USD 15.7 M | 20 | 8.08% | Aumentadas |
|
| 102 |
Citigroup
New York
| USD 3237 M | +USD 559 M | 24 | 2.61% | Aumentadas |
|
| 103 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3210 M | +USD 251 M | 13 | 7.99% | Aumentadas |
|
| 104 |
Raymond James & Associates
St Petersburg,
Florida
| USD 3199 M | +USD 29.1 M | 20 | 4.61% | Aumentadas |
|
| 105 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| USD 3124 M | +USD 32.9 M | 12 | 11.63% | Aumentadas |
|
| 106 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3090 M | +USD 158 M | 4 | 3.83% | Aumentadas |
|
| 107 |
Viking Global Investors
Stamford,
Connecticut
| USD 3081 M | -USD 371 M | 5 | 13.82% | Reducidas |
|
| 108 |
Sanders Capital
West Palm Beach,
Florida
| USD 3015 M | +USD 90.5 M | 2 | 13.86% | Aumentadas |
|
| 109 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 2980 M | +USD 524 M | 20 | 6.8% | Aumentadas |
|
| 110 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 2968 M | +USD 275 M | 14 | 10.41% | Aumentadas |
|
| 111 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2922 M | +USD 95 M | 14 | 6.3% | Aumentadas |
|
| 112 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 2868 M | -USD 1035 M | 3 | 17.83% | Reducidas |
|
| 113 |
Boston Partners
Boston,
Massachusetts
| USD 2860 M | -USD 764 M | 10 | 3.75% | Reducidas |
|
| 114 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 2832 M | +USD 145 M | 11 | 9.46% | Aumentadas |
|
| 115 |
Prudential plc
London, England,
United Kingdom
| USD 2820 M | +USD 224 M | 15 | 8.62% | Aumentadas |
|
| 116 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2820 M | -USD 109 M | 5 | 5.13% | Reducidas |
|
| 117 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 2748 M | +USD 189 M | 14 | 21.75% | Aumentadas |
|
| 118 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 2726 M | -USD 4.51 M | 12 | 11.29% | Reducidas |
|
| 119 |
Korea Investment Corp
Seoul,
South Korea
| USD 2504 M | +USD 53.4 M | 14 | 10.76% | Aumentadas |
|
| 120 |
Vontobel Asset Management
New York
| USD 2501 M | +USD 257 M | 4 | 18.76% | Aumentadas |
|
| 121 |
Harding Loevner
Bridgewater,
New Jersey
| USD 2486 M | +USD 72.6 M | 5 | 11.42% | Aumentadas |
|
| 122 |
Freestone Capital Holdings
Seattle,
Washington
| USD 2481 M | -USD 11.2 M | 12 | 63.51% | Reducidas |
|
| 123 |
Los Angeles Capital Management
Los Angeles,
California
| USD 2467 M | +USD 1.74 M | 14 | 13.23% | Aumentadas |
|
| 124 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2395 M | -USD 49.6 M | 16 | 4.04% | Reducidas |
|
| 125 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 2364 M | +USD 201 M | 14 | 7.19% | Aumentadas |
|