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 6637 M | +USD 281 M | 11 | 3.01% | Aumentadas |
|
| 27 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 6633 M | +USD 270 M | 6 | 3.37% | Aumentadas |
|
| 28 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 6260 M | -USD 364 M | 9 | 20.19% | Reducidas |
|
| 29 |
Harris Associates
Chicago,
Illinois
| USD 6083 M | -USD 254 M | 5 | 9.71% | Reducidas |
|
| 30 |
Jennison Associates
New York
| USD 6079 M | -USD 453 M | 7 | 5.57% | Reducidas |
|
| 31 |
Bank of America
Charlotte,
North Carolina
| USD 5939 M | -USD 255 M | 15 | 1.93% | Reducidas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 5914 M | -USD 548 M | 15 | 3.78% | Reducidas |
|
| 33 |
UBS AM
Chicago,
Illinois
| USD 5715 M | -USD 219 M | 11 | 5.47% | Reducidas |
|
| 34 |
Eagle Capital Management (New York)
New York
| USD 5699 M | +USD 185 M | 6 | 22.42% | Aumentadas |
|
| 35 |
Janus Henderson Investors US
Denver,
Colorado
| USD 4759 M | -USD 16.4 M | 10 | 3.91% | Reducidas |
|
| 36 |
Temasek Holdings
Singapore
| USD 4683 M | +USD 324 M | 1 | 29.27% | Aumentadas |
|
| 37 |
AllianceBernstein
Nashville,
Tennessee
| USD 4548 M | +USD 383 M | 12 | 3.76% | Aumentadas |
|
| 38 |
Legal & General Group
London,
United Kingdom
| USD 4500 M | +USD 116 M | 11 | 5.29% | Aumentadas |
|
| 39 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4427 M | -USD 124 M | 5 | 15.49% | Reducidas |
|
| 40 |
First Eagle Investment Management
New York
| USD 4133 M | +USD 100 M | 6 | 9.85% | Aumentadas |
|
| 41 |
Magellan Asset Management
Sydney,
Australia
| USD 4106 M | +USD 8.21 M | 4 | 25.77% | Aumentadas |
|
| 42 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3736 M | +USD 345 M | 12 | 4.64% | Aumentadas |
|
| 43 |
OppenheimerFunds
New York
| USD 3647 M | +USD 648 M | 9 | 4.18% | Aumentadas |
|
| 44 |
New York State Common Retirement Fund
Albany,
New York
| USD 3609 M | -USD 64.8 M | 12 | 5.27% | Reducidas |
|
| 45 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 3583 M | +USD 532 M | 8 | 9.79% | Aumentadas |
|
| 46 |
Viking Global Investors
Stamford,
Connecticut
| USD 3563 M | +USD 1625 M | 3 | 13.46% | Aumentadas |
|
| 47 |
Managed Account Advisors
Jersey City,
New Jersey
| USD 3504 M | +USD 117 M | 14 | 2.89% | Aumentadas |
|
| 48 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 3446 M | +USD 477 M | 6 | 4.92% | Aumentadas |
|
| 49 |
UBS Group
Zurich,
Switzerland
| USD 3442 M | -USD 68.3 M | 15 | 2.29% | Reducidas |
|
| 50 |
BlackRock Advisors
Wilmington,
Delaware
| USD 3395 M | +USD 11.3 M | 12 | 3.53% | Aumentadas |
|