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 7322 M | +USD 466 M | 11 | 3.62% | Aumentadas |
|
| 27 |
Dodge & Cox
San Francisco,
California
| USD 7245 M | -USD 246 M | 5 | 7.29% | Reducidas |
|
| 28 |
Jennison Associates
New York
| USD 7144 M | +USD 425 M | 6 | 7.32% | Aumentadas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 6539 M | -USD 100 M | 8 | 3.65% | Reducidas |
|
| 30 |
Eagle Capital Management (New York)
New York
| USD 5943 M | +USD 225 M | 7 | 26.08% | Aumentadas |
|
| 31 |
Harris Associates
Chicago,
Illinois
| USD 5544 M | -USD 845 M | 4 | 9.7% | Reducidas |
|
| 32 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 5242 M | -USD 881 M | 10 | 18.21% | Reducidas |
|
| 33 |
AllianceBernstein
Nashville,
Tennessee
| USD 5149 M | +USD 370 M | 12 | 4.42% | Aumentadas |
|
| 34 |
Legal & General Group
London,
United Kingdom
| USD 4886 M | +USD 205 M | 11 | 5.96% | Aumentadas |
|
| 35 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 4853 M | -USD 1322 M | 14 | 3.75% | Reducidas |
|
| 36 |
Janus Henderson Investors US
Denver,
Colorado
| USD 4550 M | -USD 458 M | 10 | 4.08% | Reducidas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 4350 M | +USD 795 M | 9 | 5.31% | Aumentadas |
|
| 38 |
Sands Capital Management
Arlington,
Virginia
| USD 4213 M | +USD 1092 M | 3 | 11.76% | Aumentadas |
|
| 39 |
Magellan Asset Management
Sydney,
Australia
| USD 4032 M | -USD 6.17 M | 4 | 25.32% | Reducidas |
|
| 40 |
Viking Global Investors
Stamford,
Connecticut
| USD 3992 M | -USD 26.9 M | 3 | 15.3% | Reducidas |
|
| 41 |
First Eagle Investment Management
New York
| USD 3989 M | +USD 46.2 M | 6 | 10.05% | Aumentadas |
|
| 42 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 3875 M | -USD 3.07 M | 13 | 5.23% | Reducidas |
|
| 43 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 3853 M | +USD 271 M | 6 | 6.33% | Aumentadas |
|
| 44 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 3814 M | +USD 212 M | 8 | 11.29% | Aumentadas |
|
| 45 |
BlackRock Advisors
Wilmington,
Delaware
| USD 3788 M | +USD 313 M | 12 | 4.06% | Aumentadas |
|
| 46 |
New York State Common Retirement Fund
Albany,
New York
| USD 3782 M | +USD 7.85 M | 13 | 5.99% | Aumentadas |
|
| 47 |
OppenheimerFunds
New York
| USD 3749 M | +USD 281 M | 8 | 5.06% | Aumentadas |
|
| 48 |
UBS AM
Chicago,
Illinois
| USD 3718 M | -USD 2006 M | 10 | 4.1% | Reducidas |
|
| 49 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3717 M | -USD 1330 M | 5 | 15.42% | Reducidas |
|
| 50 |
Allianz Asset Management
Munich,
Germany
| USD 3715 M | +USD 463 M | 10 | 4.42% | Aumentadas |
|