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 | |
|---|---|---|---|---|---|---|---|
| 26 |
Primecap Management
Pasadena,
California
| USD 5844 M | -USD 132 M | 8 | 7.69% | Reducidas |
|
| 27 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 5772 M | +USD 124 M | 5 | 14.6% | Aumentadas |
|
| 28 |
Jennison Associates
New York
| USD 5735 M | -USD 811 M | 7 | 6.01% | Reducidas |
|
| 29 |
Ameriprise
Minneapolis,
Minnesota
| USD 5617 M | -USD 224 M | 12 | 3.68% | Reducidas |
|
| 30 |
Bank of America
Charlotte,
North Carolina
| USD 5473 M | -USD 59.3 M | 13 | 2.18% | Reducidas |
|
| 31 |
Franklin Resources
San Mateo,
California
| USD 5197 M | -USD 459 M | 10 | 2.77% | Reducidas |
|
| 32 |
Dodge & Cox
San Francisco,
California
| USD 5120 M | +USD 290 M | 4 | 5.82% | Aumentadas |
|
| 33 |
UBS AM
Chicago,
Illinois
| USD 4876 M | -USD 385 M | 12 | 6.03% | Reducidas |
|
| 34 |
Janus Henderson Investors US
Denver,
Colorado
| USD 4870 M | +USD 364 M | 9 | 4.83% | Aumentadas |
|
| 35 |
Sands Capital Management
Arlington,
Virginia
| USD 4702 M | -USD 349 M | 3 | 13.12% | Reducidas |
|
| 36 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4281 M | -USD 289 M | 12 | 4.31% | Reducidas |
|
| 37 |
Legal & General Group
London,
United Kingdom
| USD 4214 M | -USD 48.3 M | 10 | 5.55% | Reducidas |
|
| 38 |
AllianceBernstein
Nashville,
Tennessee
| USD 4074 M | +USD 87.1 M | 13 | 4.02% | Aumentadas |
|
| 39 |
American Century Companies
Kansas City,
Missouri
| USD 3981 M | -USD 385 M | 10 | 4.99% | Reducidas |
|
| 40 |
Neuberger Berman Group
New York
| USD 3743 M | -USD 55.3 M | 7 | 4.16% | Reducidas |
|
| 41 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3223 M | +USD 122 M | 4 | 5.67% | Aumentadas |
|
| 42 |
Fisher Asset Management
Camas,
Washington
| USD 3135 M | -USD 2.59 M | 5 | 7.73% | Reducidas |
|
| 43 |
Eagle Capital Management (New York)
New York
| USD 3093 M | +USD 161 M | 4 | 15% | Aumentadas |
|
| 44 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3078 M | -USD 228 M | 5 | 7.99% | Reducidas |
|
| 45 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3034 M | +USD 66.1 M | 12 | 5.01% | Aumentadas |
|
| 46 |
New York State Common Retirement Fund
Albany,
New York
| USD 2965 M | -USD 105 M | 8 | 4.99% | Reducidas |
|
| 47 |
Managed Account Advisors
Jersey City,
New Jersey
| USD 2894 M | -USD 59.8 M | 11 | 4.24% | Reducidas |
|
| 48 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 2848 M | +USD 242 M | 12 | 4.74% | Aumentadas |
|
| 49 |
Allianz Asset Management
Munich,
Germany
| USD 2816 M | -USD 267 M | 10 | 3.72% | Reducidas |
|
| 50 |
Credit Suisse
Zurich,
Switzerland
| USD 2702 M | -USD 10.2 M | 12 | 2.69% | Reducidas |
|