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 6596 M | -USD 324 M | 7 | 7.93% | Reducidas |
|
| 27 |
Jennison Associates
New York
| USD 6505 M | -USD 571 M | 4 | 6.38% | Reducidas |
|
| 28 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 6101 M | -USD 909 M | 14 | 4.39% | Reducidas |
|
| 29 |
Dodge & Cox
San Francisco,
California
| USD 5656 M | -USD 94.5 M | 4 | 5.9% | Reducidas |
|
| 30 |
Franklin Resources
San Mateo,
California
| USD 5601 M | -USD 307 M | 10 | 2.74% | Reducidas |
|
| 31 |
Bank of America
Charlotte,
North Carolina
| USD 5434 M | -USD 686 M | 14 | 1.96% | Reducidas |
|
| 32 |
Sands Capital Management
Arlington,
Virginia
| USD 5312 M | -USD 626 M | 3 | 13.89% | Reducidas |
|
| 33 |
UBS AM
Chicago,
Illinois
| USD 5114 M | -USD 502 M | 10 | 5.85% | Reducidas |
|
| 34 |
Janus Henderson Investors US
Denver,
Colorado
| USD 5109 M | -USD 538 M | 10 | 4.81% | Reducidas |
|
| 35 |
Legal & General Group
London,
United Kingdom
| USD 4877 M | +USD 9.9 M | 10 | 5.9% | Aumentadas |
|
| 36 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4410 M | -USD 560 M | 12 | 4.24% | Reducidas |
|
| 37 |
AllianceBernstein
Nashville,
Tennessee
| USD 4366 M | -USD 396 M | 13 | 3.9% | Reducidas |
|
| 38 |
American Century Companies
Kansas City,
Missouri
| USD 4361 M | -USD 277 M | 9 | 5.13% | Reducidas |
|
| 39 |
Brown Brothers Harriman & Co
New York
| USD 4299 M | +USD 1867 M | 7 | 9.7% | Aumentadas |
|
| 40 |
Neuberger Berman Group
New York
| USD 4136 M | -USD 100 M | 8 | 4.25% | Reducidas |
|
| 41 |
Eagle Capital Management (New York)
New York
| USD 3796 M | +USD 156 M | 4 | 16.23% | Aumentadas |
|
| 42 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3776 M | -USD 53 M | 5 | 9.23% | Reducidas |
|
| 43 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3584 M | +USD 66.2 M | 13 | 5.32% | Aumentadas |
|
| 44 |
Credit Suisse
Zurich,
Switzerland
| USD 3581 M | +USD 429 M | 13 | 3.25% | Aumentadas |
|
| 45 |
California Public Employees Retirement System
Sacramento,
California
| USD 3525 M | +USD 480 M | 12 | 5.11% | Aumentadas |
|
| 46 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3340 M | +USD 17.2 M | 11 | 5.2% | Aumentadas |
|
| 47 |
Fisher Asset Management
Camas,
Washington
| USD 3329 M | -USD 319 M | 5 | 7.55% | Reducidas |
|
| 48 |
Allianz Asset Management
Munich,
Germany
| USD 3328 M | +USD 56.5 M | 11 | 4.24% | Aumentadas |
|
| 49 |
First Eagle Investment Management
New York
| USD 3327 M | +USD 578 M | 7 | 9.06% | Aumentadas |
|
| 50 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3322 M | +USD 18.6 M | 4 | 5.3% | Aumentadas |
|