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 6715 M | -USD 468 M | 7 | 3.42% | Reducidas |
|
| 27 |
Goldman Sachs
New York
| USD 6509 M | -USD 15.2 M | 14 | 2.06% | Reducidas |
|
| 28 |
UBS AM
Chicago,
Illinois
| USD 6122 M | +USD 293 M | 11 | 5.83% | Aumentadas |
|
| 29 |
Franklin Resources
San Mateo,
California
| USD 6068 M | -USD 586 M | 11 | 2.75% | Reducidas |
|
| 30 |
Jennison Associates
New York
| USD 5881 M | -USD 477 M | 6 | 5.5% | Reducidas |
|
| 31 |
Silver Lake Group
Menlo Park,
California
| USD 5683 M | USD 0 | 1 | 69.17% | Mantenido |
|
| 32 |
Harris Associates
Chicago,
Illinois
| USD 5493 M | -USD 228 M | 5 | 8.53% | Reducidas |
|
| 33 |
Bank of America
Charlotte,
North Carolina
| USD 5368 M | -USD 858 M | 15 | 1.92% | Reducidas |
|
| 34 |
Eagle Capital Management (New York)
New York
| USD 5234 M | +USD 493 M | 6 | 19.74% | Aumentadas |
|
| 35 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 5165 M | -USD 86 M | 16 | 3.19% | Reducidas |
|
| 36 |
Janus Henderson Investors US
Denver,
Colorado
| USD 5051 M | +USD 102 M | 11 | 4.33% | Aumentadas |
|
| 37 |
AllianceBernstein
Nashville,
Tennessee
| USD 4395 M | +USD 29 M | 13 | 3.65% | Aumentadas |
|
| 38 |
Legal & General Group
London,
United Kingdom
| USD 4392 M | -USD 119 M | 11 | 5.17% | Reducidas |
|
| 39 |
Sands Capital Management
Arlington,
Virginia
| USD 4237 M | -USD 716 M | 5 | 10.08% | Reducidas |
|
| 40 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4183 M | -USD 159 M | 6 | 13.54% | Reducidas |
|
| 41 |
First Eagle Investment Management
New York
| USD 4144 M | -USD 71.2 M | 6 | 10.07% | Reducidas |
|
| 42 |
Credit Suisse
Zurich,
Switzerland
| USD 4007 M | +USD 40.9 M | 13 | 3.57% | Aumentadas |
|
| 43 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3608 M | +USD 69.1 M | 12 | 5.24% | Aumentadas |
|
| 44 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 3595 M | +USD 41 M | 3 | 4.81% | Aumentadas |
|
| 45 |
New York State Common Retirement Fund
Albany,
New York
| USD 3508 M | +USD 36.9 M | 10 | 5.19% | Aumentadas |
|
| 46 |
BlackRock Advisors
Wilmington,
Delaware
| USD 3494 M | +USD 898 k | 12 | 3.52% | Aumentadas |
|
| 47 |
ValueAct Holdings
San Francisco,
California
| USD 3448 M | +USD 36.3 k | 1 | 21.61% | Aumentadas |
|
| 48 |
UBS Group
Zurich,
Switzerland
| USD 3398 M | +USD 3415 M | 16 | 2.37% | Nuevas |
|
| 49 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3370 M | -USD 41.4 M | 12 | 4.46% | Reducidas |
|
| 50 |
California Public Employees Retirement System
Sacramento,
California
| USD 3265 M | -USD 143 M | 14 | 4.51% | Reducidas |
|