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 |
Goldman Sachs
New York
| USD 10.9 mil M | +USD 892 M | 21 | 3.3% | Aumentadas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 10.7 mil M | +USD 228 M | 15 | 5.99% | Aumentadas |
|
| 28 |
Franklin Resources
San Mateo,
California
| USD 10.7 mil M | +USD 182 M | 15 | 5.57% | Aumentadas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 8923 M | -USD 79.7 M | 11 | 4.35% | Reducidas |
|
| 30 |
UBS AM
Chicago,
Illinois
| USD 8141 M | +USD 96.7 M | 15 | 8.77% | Aumentadas |
|
| 31 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 7754 M | +USD 584 M | 19 | 5.48% | Aumentadas |
|
| 32 |
Legal & General Group
London,
United Kingdom
| USD 7335 M | -USD 3.96 M | 14 | 7.43% | Reducidas |
|
| 33 |
AllianceBernstein
Nashville,
Tennessee
| USD 7315 M | -USD 201 M | 16 | 6.17% | Reducidas |
|
| 34 |
Janus Henderson Investors US
Denver,
Colorado
| USD 7274 M | +USD 62 M | 13 | 6.14% | Aumentadas |
|
| 35 |
American Century Companies
Kansas City,
Missouri
| USD 6662 M | +USD 396 M | 12 | 7.32% | Aumentadas |
|
| 36 |
Eagle Capital Management (New York)
New York
| USD 6432 M | -USD 450 M | 7 | 27.73% | Reducidas |
|
| 37 |
Sands Capital Management
Arlington,
Virginia
| USD 6168 M | -USD 161 M | 5 | 18.16% | Reducidas |
|
| 38 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 6069 M | +USD 219 M | 12 | 15.36% | Aumentadas |
|
| 39 |
Viking Global Investors
Stamford,
Connecticut
| USD 5756 M | +USD 211 M | 6 | 24.83% | Aumentadas |
|
| 40 |
OppenheimerFunds
New York
| USD 5602 M | +USD 123 M | 12 | 7.03% | Aumentadas |
|
| 41 |
Schroder Investment Management Group
London,
United Kingdom
| USD 5433 M | +USD 191 M | 12 | 10.15% | Aumentadas |
|
| 42 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 5388 M | -USD 105 M | 19 | 6.62% | Reducidas |
|
| 43 |
Charles Schwab
San Francisco,
California
| USD 5149 M | +USD 103 M | 18 | 6.05% | Aumentadas |
|
| 44 |
Credit Suisse
Zurich,
Switzerland
| USD 5115 M | +USD 395 M | 18 | 4.85% | Aumentadas |
|
| 45 |
New York State Common Retirement Fund
Albany,
New York
| USD 5059 M | -USD 9.6 M | 18 | 7.29% | Reducidas |
|
| 46 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 4981 M | +USD 57.5 M | 11 | 8.17% | Aumentadas |
|
| 47 |
Allianz Asset Management
Munich,
Germany
| USD 4728 M | +USD 8.99 M | 12 | 4.6% | Aumentadas |
|
| 48 |
Swiss National Bank
Zurich,
Switzerland
| USD 4712 M | -USD 28.6 M | 14 | 7.55% | Reducidas |
|
| 49 |
Fisher Asset Management
Camas,
Washington
| USD 4671 M | +USD 6.8 M | 8 | 8.29% | Aumentadas |
|
| 50 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4628 M | -USD 504 M | 19 | 4.76% | Reducidas |
|