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 |
Jennison Associates
New York
| USD 6056 M | -USD 237 M | 5 | 5.79% | Reducidas |
|
| 27 |
Franklin Resources
San Mateo,
California
| USD 5986 M | +USD 154 M | 10 | 2.83% | Aumentadas |
|
| 28 |
Dodge & Cox
San Francisco,
California
| USD 5969 M | +USD 131 M | 4 | 6.1% | Aumentadas |
|
| 29 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 5824 M | -USD 191 M | 6 | 13.71% | Reducidas |
|
| 30 |
Bank of America
Charlotte,
North Carolina
| USD 5588 M | +USD 18.8 M | 14 | 2.08% | Aumentadas |
|
| 31 |
UBS AM
Chicago,
Illinois
| USD 5550 M | +USD 409 M | 10 | 5.92% | Aumentadas |
|
| 32 |
Janus Henderson Investors US
Denver,
Colorado
| USD 5250 M | +USD 32.5 M | 10 | 4.88% | Aumentadas |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 5160 M | -USD 1115 M | 14 | 3.66% | Reducidas |
|
| 34 |
Sands Capital Management
Arlington,
Virginia
| USD 4911 M | +USD 26.2 M | 3 | 12.8% | Aumentadas |
|
| 35 |
Legal & General Group
London,
United Kingdom
| USD 4826 M | -USD 145 M | 10 | 5.86% | Reducidas |
|
| 36 |
AllianceBernstein
Nashville,
Tennessee
| USD 4334 M | -USD 34.6 M | 13 | 3.74% | Reducidas |
|
| 37 |
Eagle Capital Management (New York)
New York
| USD 4111 M | +USD 79.8 M | 4 | 16.68% | Aumentadas |
|
| 38 |
American Century Companies
Kansas City,
Missouri
| USD 4082 M | -USD 338 M | 9 | 4.83% | Reducidas |
|
| 39 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4003 M | -USD 497 M | 12 | 3.92% | Reducidas |
|
| 40 |
Neuberger Berman Group
New York
| USD 3833 M | -USD 410 M | 8 | 3.9% | Reducidas |
|
| 41 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3634 M | +USD 427 k | 12 | 5.27% | Aumentadas |
|
| 42 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3541 M | -USD 268 M | 5 | 9.75% | Reducidas |
|
| 43 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3399 M | USD 0 | 4 | 5.28% | Mantenido |
|
| 44 |
Harris Associates
Chicago,
Illinois
| USD 3370 M | +USD 48.3 M | 4 | 6.04% | Aumentadas |
|
| 45 |
New York State Common Retirement Fund
Albany,
New York
| USD 3348 M | -USD 10.1 M | 8 | 5.17% | Reducidas |
|
| 46 |
First Eagle Investment Management
New York
| USD 3307 M | -USD 260 M | 6 | 8.77% | Reducidas |
|
| 47 |
Managed Account Advisors
Jersey City,
New Jersey
| USD 3294 M | -USD 14.3 M | 12 | 4.29% | Reducidas |
|
| 48 |
Allianz Asset Management
Munich,
Germany
| USD 3278 M | +USD 174 M | 11 | 3.94% | Aumentadas |
|
| 49 |
Fisher Asset Management
Camas,
Washington
| USD 3231 M | -USD 51.2 M | 5 | 7.29% | Reducidas |
|
| 50 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3229 M | -USD 104 M | 11 | 5.14% | Reducidas |
|