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 6559 M | -USD 121 M | 6 | 3.32% | Reducidas |
|
| 27 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 6525 M | -USD 576 M | 9 | 19.47% | Reducidas |
|
| 28 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 6285 M | +USD 1269 M | 14 | 3.91% | Aumentadas |
|
| 29 |
Jennison Associates
New York
| USD 6235 M | +USD 268 M | 6 | 5.71% | Aumentadas |
|
| 30 |
Harris Associates
Chicago,
Illinois
| USD 6215 M | +USD 572 M | 5 | 9.81% | Aumentadas |
|
| 31 |
Bank of America
Charlotte,
North Carolina
| USD 6063 M | +USD 791 M | 15 | 2.04% | Aumentadas |
|
| 32 |
Franklin Resources
San Mateo,
California
| USD 5962 M | +USD 382 M | 11 | 2.7% | Aumentadas |
|
| 33 |
UBS AM
Chicago,
Illinois
| USD 5767 M | -USD 318 M | 11 | 5.56% | Reducidas |
|
| 34 |
Eagle Capital Management (New York)
New York
| USD 5443 M | +USD 369 M | 6 | 20.22% | Aumentadas |
|
| 35 |
Janus Henderson Investors US
Denver,
Colorado
| USD 4698 M | -USD 182 M | 11 | 3.87% | Reducidas |
|
| 36 |
Temasek Holdings
Singapore
| USD 4425 M | +USD 3831 M | 1 | 33.16% | Aumentadas |
|
| 37 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4330 M | -USD 162 M | 6 | 14.75% | Reducidas |
|
| 38 |
Legal & General Group
London,
United Kingdom
| USD 4276 M | -USD 57.6 M | 11 | 5.11% | Reducidas |
|
| 39 |
First Eagle Investment Management
New York
| USD 4141 M | +USD 238 M | 6 | 9.86% | Aumentadas |
|
| 40 |
AllianceBernstein
Nashville,
Tennessee
| USD 4100 M | -USD 181 M | 12 | 3.32% | Reducidas |
|
| 41 |
Magellan Asset Management
Sydney,
Australia
| USD 4018 M | +USD 1164 M | 4 | 25.87% | Aumentadas |
|
| 42 |
HSBC Holdings
London,
United Kingdom
| USD 3955 M | +USD 1253 M | 12 | 7.59% | Aumentadas |
|
| 43 |
Sands Capital Management
Arlington,
Virginia
| USD 3837 M | -USD 85.9 M | 2 | 9.13% | Reducidas |
|
| 44 |
New York State Common Retirement Fund
Albany,
New York
| USD 3568 M | +USD 115 M | 9 | 5.21% | Aumentadas |
|
| 45 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3538 M | -USD 109 M | 12 | 4.49% | Reducidas |
|
| 46 |
UBS Group
Zurich,
Switzerland
| USD 3425 M | +USD 168 M | 16 | 2.37% | Aumentadas |
|
| 47 |
BlackRock Advisors
Wilmington,
Delaware
| USD 3342 M | -USD 8.98 M | 12 | 3.42% | Reducidas |
|
| 48 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3327 M | +USD 46.6 M | 12 | 4.36% | Aumentadas |
|
| 49 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 3299 M | +USD 4.52 M | 4 | 4.48% | Aumentadas |
|
| 50 |
Managed Account Advisors
Jersey City,
New Jersey
| USD 3286 M | +USD 173 M | 13 | 2.89% | Aumentadas |
|