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 |
Ameriprise
Minneapolis,
Minnesota
| USD 9858 M | +USD 752 M | 14 | 5.79% | Aumentadas |
|
| 27 |
Franklin Resources
San Mateo,
California
| USD 9444 M | +USD 460 M | 14 | 4.78% | Aumentadas |
|
| 28 |
Goldman Sachs
New York
| USD 9047 M | +USD 66 M | 18 | 2.84% | Aumentadas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 7888 M | +USD 476 M | 11 | 4.21% | Aumentadas |
|
| 30 |
Eagle Capital Management (New York)
New York
| USD 7164 M | -USD 1.06 M | 7 | 29.28% | Reducidas |
|
| 31 |
UBS AM
Chicago,
Illinois
| USD 6618 M | +USD 2172 M | 13 | 7.54% | Aumentadas |
|
| 32 |
AllianceBernstein
Nashville,
Tennessee
| USD 6527 M | +USD 305 M | 15 | 5.55% | Aumentadas |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 6448 M | +USD 692 M | 18 | 4.46% | Aumentadas |
|
| 34 |
Legal & General Group
London,
United Kingdom
| USD 6293 M | +USD 513 M | 13 | 7.11% | Aumentadas |
|
| 35 |
Janus Henderson Investors US
Denver,
Colorado
| USD 5842 M | +USD 183 M | 13 | 4.98% | Aumentadas |
|
| 36 |
Sands Capital Management
Arlington,
Virginia
| USD 5520 M | +USD 94.7 M | 5 | 14.22% | Aumentadas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 5438 M | +USD 222 M | 11 | 6.37% | Aumentadas |
|
| 38 |
Harris Associates
Chicago,
Illinois
| USD 5395 M | -USD 1032 M | 5 | 9.14% | Reducidas |
|
| 39 |
OppenheimerFunds
New York
| USD 5022 M | +USD 328 M | 10 | 6.38% | Aumentadas |
|
| 40 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 4850 M | +USD 48.4 M | 8 | 7.87% | Aumentadas |
|
| 41 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 4604 M | -USD 23.1 M | 16 | 5.9% | Reducidas |
|
| 42 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 4523 M | -USD 106 M | 9 | 12.75% | Reducidas |
|
| 43 |
Capital International Investors
Los Angeles,
California
| USD 4496 M | +USD 764 M | 8 | 6.94% | Aumentadas |
|
| 44 |
Allianz Asset Management
Munich,
Germany
| USD 4464 M | +USD 54.6 M | 13 | 5.05% | Aumentadas |
|
| 45 |
New York State Common Retirement Fund
Albany,
New York
| USD 4447 M | -USD 46.5 M | 15 | 6.83% | Reducidas |
|
| 46 |
Fisher Asset Management
Camas,
Washington
| USD 4420 M | +USD 65.7 M | 8 | 8.52% | Aumentadas |
|
| 47 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4326 M | -USD 174 M | 15 | 4.58% | Reducidas |
|
| 48 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 4308 M | +USD 1406 M | 12 | 7.7% | Aumentadas |
|
| 49 |
First Eagle Investment Management
New York
| USD 4289 M | -USD 164 M | 8 | 10.72% | Reducidas |
|
| 50 |
Charles Schwab
San Francisco,
California
| USD 4275 M | +USD 255 M | 16 | 5.75% | Aumentadas |
|