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 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 7108 M | -USD 199 M | 7 | 3.76% | Reducidas |
|
| 27 |
Franklin Resources
San Mateo,
California
| USD 6794 M | -USD 287 M | 11 | 3.1% | Reducidas |
|
| 28 |
Goldman Sachs
New York
| USD 6641 M | -USD 966 M | 14 | 2.11% | Reducidas |
|
| 29 |
Jennison Associates
New York
| USD 6632 M | +USD 935 M | 6 | 6.15% | Aumentadas |
|
| 30 |
Bank of America
Charlotte,
North Carolina
| USD 6493 M | +USD 294 M | 15 | 2.1% | Aumentadas |
|
| 31 |
UBS AM
Chicago,
Illinois
| USD 6079 M | +USD 146 M | 11 | 6.03% | Aumentadas |
|
| 32 |
Harris Associates
Chicago,
Illinois
| USD 5458 M | +USD 568 M | 5 | 8.96% | Aumentadas |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 5376 M | -USD 185 M | 15 | 3.34% | Reducidas |
|
| 34 |
Sands Capital Management
Arlington,
Virginia
| USD 5142 M | +USD 455 M | 5 | 12.78% | Aumentadas |
|
| 35 |
Janus Henderson Investors US
Denver,
Colorado
| USD 5093 M | +USD 134 M | 11 | 4.65% | Aumentadas |
|
| 36 |
Silver Lake Group
Menlo Park,
California
| USD 4858 M | +USD 4911 M | 1 | 68.18% | Nuevas |
|
| 37 |
Legal & General Group
London,
United Kingdom
| USD 4680 M | -USD 194 M | 10 | 5.61% | Reducidas |
|
| 38 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4592 M | +USD 766 M | 6 | 14.26% | Aumentadas |
|
| 39 |
AllianceBernstein
Nashville,
Tennessee
| USD 4528 M | +USD 186 M | 13 | 3.81% | Aumentadas |
|
| 40 |
Eagle Capital Management (New York)
New York
| USD 4486 M | +USD 298 M | 5 | 17.32% | Aumentadas |
|
| 41 |
Credit Suisse
Zurich,
Switzerland
| USD 4094 M | +USD 809 M | 13 | 3.34% | Aumentadas |
|
| 42 |
First Eagle Investment Management
New York
| USD 3999 M | +USD 72.6 M | 7 | 9.93% | Aumentadas |
|
| 43 |
Allianz Asset Management
Munich,
Germany
| USD 3738 M | +USD 285 M | 12 | 4.51% | Aumentadas |
|
| 44 |
American Century Companies
Kansas City,
Missouri
| USD 3717 M | -USD 125 M | 10 | 4.34% | Reducidas |
|
| 45 |
California Public Employees Retirement System
Sacramento,
California
| USD 3681 M | -USD 18.8 M | 14 | 5.09% | Reducidas |
|
| 46 |
OppenheimerFunds
New York
| USD 3676 M | +USD 176 M | 6 | 4.04% | Aumentadas |
|
| 47 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3624 M | +USD 48.1 M | 12 | 5.35% | Aumentadas |
|
| 48 |
New York State Common Retirement Fund
Albany,
New York
| USD 3583 M | +USD 82 M | 10 | 5.35% | Aumentadas |
|
| 49 |
BlackRock Advisors
Wilmington,
Delaware
| USD 3567 M | +USD 21.8 M | 13 | 3.55% | Aumentadas |
|
| 50 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3521 M | -USD 115 M | 12 | 4.92% | Reducidas |
|