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 9406 M | -USD 220 M | 14 | 5.61% | Reducidas |
|
| 27 |
Franklin Resources
San Mateo,
California
| USD 9339 M | -USD 132 M | 13 | 4.96% | Reducidas |
|
| 28 |
Goldman Sachs
New York
| USD 9299 M | +USD 408 M | 19 | 3.06% | Aumentadas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 8248 M | +USD 204 M | 9 | 4.29% | Aumentadas |
|
| 30 |
UBS AM
Chicago,
Illinois
| USD 7017 M | +USD 476 M | 13 | 8.14% | Aumentadas |
|
| 31 |
AllianceBernstein
Nashville,
Tennessee
| USD 6831 M | +USD 278 M | 16 | 5.81% | Aumentadas |
|
| 32 |
Eagle Capital Management (New York)
New York
| USD 6770 M | -USD 347 M | 7 | 28.33% | Reducidas |
|
| 33 |
Legal & General Group
London,
United Kingdom
| USD 6405 M | +USD 140 M | 13 | 7.09% | Aumentadas |
|
| 34 |
Janus Henderson Investors US
Denver,
Colorado
| USD 5825 M | +USD 117 M | 12 | 5.05% | Aumentadas |
|
| 35 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 5461 M | -USD 912 M | 18 | 4.11% | Reducidas |
|
| 36 |
Sands Capital Management
Arlington,
Virginia
| USD 5304 M | +USD 59.6 M | 5 | 15.67% | Aumentadas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 5081 M | -USD 198 M | 12 | 5.93% | Reducidas |
|
| 38 |
Harris Associates
Chicago,
Illinois
| USD 5033 M | -USD 501 M | 5 | 9.47% | Reducidas |
|
| 39 |
OppenheimerFunds
New York
| USD 4971 M | +USD 51.2 M | 10 | 6.59% | Aumentadas |
|
| 40 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 4833 M | +USD 268 M | 16 | 6.29% | Aumentadas |
|
| 41 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 4738 M | +USD 304 M | 8 | 13.46% | Aumentadas |
|
| 42 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4607 M | +USD 268 M | 15 | 4.84% | Aumentadas |
|
| 43 |
Viking Global Investors
Stamford,
Connecticut
| USD 4502 M | +USD 558 M | 4 | 19.82% | Aumentadas |
|
| 44 |
New York State Common Retirement Fund
Albany,
New York
| USD 4471 M | +USD 50.1 M | 16 | 6.83% | Aumentadas |
|
| 45 |
Fisher Asset Management
Camas,
Washington
| USD 4415 M | +USD 60.2 M | 8 | 8.39% | Aumentadas |
|
| 46 |
Charles Schwab
San Francisco,
California
| USD 4414 M | +USD 147 M | 16 | 5.8% | Aumentadas |
|
| 47 |
Allianz Asset Management
Munich,
Germany
| USD 4359 M | -USD 40.6 M | 11 | 4.96% | Reducidas |
|
| 48 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 4334 M | +USD 115 M | 12 | 7.58% | Aumentadas |
|
| 49 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 4271 M | -USD 425 M | 8 | 8.01% | Reducidas |
|
| 50 |
Magellan Asset Management
Sydney,
Australia
| USD 4201 M | -USD 125 M | 5 | 22.65% | Reducidas |
|