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 9307 M | +USD 275 M | 13 | 5.01% | Aumentadas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 9115 M | -USD 216 M | 15 | 5.34% | Reducidas |
|
| 28 |
Goldman Sachs
New York
| USD 8737 M | -USD 573 M | 20 | 2.85% | Reducidas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 8144 M | -USD 60.9 M | 10 | 4.1% | Reducidas |
|
| 30 |
UBS AM
Chicago,
Illinois
| USD 7007 M | +USD 67.5 M | 15 | 7.92% | Aumentadas |
|
| 31 |
AllianceBernstein
Nashville,
Tennessee
| USD 6712 M | +USD 140 M | 16 | 5.78% | Aumentadas |
|
| 32 |
Legal & General Group
London,
United Kingdom
| USD 6544 M | +USD 222 M | 14 | 6.9% | Aumentadas |
|
| 33 |
Eagle Capital Management (New York)
New York
| USD 6344 M | -USD 387 M | 7 | 27.26% | Reducidas |
|
| 34 |
Janus Henderson Investors US
Denver,
Colorado
| USD 6325 M | +USD 638 M | 13 | 5.37% | Aumentadas |
|
| 35 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 6275 M | +USD 938 M | 18 | 4.43% | Aumentadas |
|
| 36 |
American Century Companies
Kansas City,
Missouri
| USD 5521 M | +USD 464 M | 13 | 6.27% | Aumentadas |
|
| 37 |
Sands Capital Management
Arlington,
Virginia
| USD 5258 M | -USD 175 M | 5 | 16.25% | Reducidas |
|
| 38 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 5101 M | +USD 259 M | 10 | 13.86% | Aumentadas |
|
| 39 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 4891 M | +USD 139 M | 17 | 6.19% | Aumentadas |
|
| 40 |
Viking Global Investors
Stamford,
Connecticut
| USD 4800 M | +USD 49.6 M | 5 | 20.39% | Aumentadas |
|
| 41 |
Harris Associates
Chicago,
Illinois
| USD 4639 M | -USD 169 M | 4 | 9.35% | Reducidas |
|
| 42 |
OppenheimerFunds
New York
| USD 4626 M | -USD 212 M | 10 | 6.07% | Reducidas |
|
| 43 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4579 M | +USD 132 M | 18 | 4.65% | Aumentadas |
|
| 44 |
New York State Common Retirement Fund
Albany,
New York
| USD 4532 M | +USD 130 M | 17 | 6.61% | Aumentadas |
|
| 45 |
Charles Schwab
San Francisco,
California
| USD 4522 M | +USD 171 M | 17 | 5.66% | Aumentadas |
|
| 46 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 4362 M | +USD 70.1 M | 12 | 7.51% | Aumentadas |
|
| 47 |
Schroder Investment Management Group
London,
United Kingdom
| USD 4348 M | +USD 413 M | 11 | 8.73% | Aumentadas |
|
| 48 |
Temasek Holdings
Singapore
| USD 4301 M | +USD 511 M | 1 | 33.6% | Aumentadas |
|
| 49 |
Fisher Asset Management
Camas,
Washington
| USD 4240 M | -USD 332 M | 8 | 7.87% | Reducidas |
|
| 50 |
Swiss National Bank
Zurich,
Switzerland
| USD 4207 M | +USD 351 M | 14 | 6.81% | Aumentadas |
|