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 |
Franklin Resources
San Mateo,
California
| USD 6651 M | +USD 612 M | 10 | 2.93% | Aumentadas |
|
| 27 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 6467 M | -USD 619 M | 7 | 17.56% | Reducidas |
|
| 28 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 6293 M | +USD 477 M | 6 | 13.6% | Aumentadas |
|
| 29 |
Bank of America
Charlotte,
North Carolina
| USD 5988 M | +USD 442 M | 13 | 1.92% | Aumentadas |
|
| 30 |
UBS AM
Chicago,
Illinois
| USD 5765 M | +USD 218 M | 10 | 5.82% | Aumentadas |
|
| 31 |
Jennison Associates
New York
| USD 5698 M | -USD 299 M | 5 | 5.23% | Reducidas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 5394 M | +USD 212 M | 14 | 3.66% | Aumentadas |
|
| 33 |
Harris Associates
Chicago,
Illinois
| USD 5031 M | +USD 1603 M | 5 | 8.47% | Aumentadas |
|
| 34 |
Janus Henderson Investors US
Denver,
Colorado
| USD 4777 M | -USD 490 M | 10 | 4.38% | Reducidas |
|
| 35 |
Legal & General Group
London,
United Kingdom
| USD 4715 M | -USD 106 M | 10 | 5.49% | Reducidas |
|
| 36 |
Sands Capital Management
Arlington,
Virginia
| USD 4698 M | -USD 239 M | 3 | 11.84% | Reducidas |
|
| 37 |
AllianceBernstein
Nashville,
Tennessee
| USD 4194 M | -USD 165 M | 12 | 3.53% | Reducidas |
|
| 38 |
Eagle Capital Management (New York)
New York
| USD 4135 M | -USD 18.3 M | 4 | 16.38% | Reducidas |
|
| 39 |
American Century Companies
Kansas City,
Missouri
| USD 3834 M | -USD 277 M | 9 | 4.37% | Reducidas |
|
| 40 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3806 M | +USD 176 M | 5 | 11.31% | Aumentadas |
|
| 41 |
First Eagle Investment Management
New York
| USD 3801 M | +USD 556 M | 7 | 9.2% | Aumentadas |
|
| 42 |
OppenheimerFunds
New York
| USD 3736 M | +USD 353 M | 6 | 4.14% | Aumentadas |
|
| 43 |
Neuberger Berman Group
New York
| USD 3658 M | -USD 142 M | 9 | 3.57% | Reducidas |
|
| 44 |
California Public Employees Retirement System
Sacramento,
California
| USD 3582 M | -USD 86.9 M | 12 | 4.87% | Reducidas |
|
| 45 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3515 M | -USD 123 M | 12 | 4.72% | Reducidas |
|
| 46 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3504 M | +USD 282 M | 11 | 5.31% | Aumentadas |
|
| 47 |
BlackRock Advisors
Wilmington,
Delaware
| USD 3436 M | -USD 568 M | 12 | 3.25% | Reducidas |
|
| 48 |
New York State Common Retirement Fund
Albany,
New York
| USD 3379 M | +USD 28.6 M | 8 | 4.99% | Aumentadas |
|
| 49 |
Managed Account Advisors
Jersey City,
New Jersey
| USD 3277 M | -USD 12.7 M | 12 | 3.93% | Reducidas |
|
| 50 |
Allianz Asset Management
Munich,
Germany
| USD 3276 M | -USD 347 M | 11 | 4.11% | Reducidas |
|