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 10.6 mil M | -USD 249 M | 15 | 5.49% | Reducidas |
|
| 27 |
TIAA CREF Investment Management
New York
| USD 10.5 mil M | -USD 350 M | 18 | 7.85% | Reducidas |
|
| 28 |
Ameriprise
Minneapolis,
Minnesota
| USD 10.5 mil M | -USD 11.4 M | 18 | 5.75% | Reducidas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 8758 M | +USD 89.1 M | 11 | 4.28% | Aumentadas |
|
| 30 |
AllianceBernstein
Nashville,
Tennessee
| USD 7443 M | +USD 116 M | 17 | 6.2% | Aumentadas |
|
| 31 |
Legal & General Group
London,
United Kingdom
| USD 7441 M | +USD 113 M | 20 | 6.94% | Aumentadas |
|
| 32 |
UBS AM
Chicago,
Illinois
| USD 7390 M | -USD 571 M | 14 | 8.29% | Reducidas |
|
| 33 |
Janus Henderson Investors US
Denver,
Colorado
| USD 7375 M | +USD 97.6 M | 13 | 6.2% | Aumentadas |
|
| 34 |
American Century Companies
Kansas City,
Missouri
| USD 6345 M | -USD 158 M | 12 | 6.84% | Reducidas |
|
| 35 |
Eagle Capital Management (New York)
New York
| USD 6031 M | -USD 337 M | 7 | 25.52% | Reducidas |
|
| 36 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 5916 M | +USD 233 M | 12 | 14.53% | Aumentadas |
|
| 37 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 5553 M | +USD 187 M | 19 | 6.43% | Aumentadas |
|
| 38 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 5523 M | -USD 2122 M | 20 | 4.44% | Reducidas |
|
| 39 |
Charles Schwab
San Francisco,
California
| USD 5414 M | +USD 232 M | 19 | 5.93% | Aumentadas |
|
| 40 |
OppenheimerFunds
New York
| USD 5221 M | -USD 11 M | 12 | 6.61% | Reducidas |
|
| 41 |
Sands Capital Management
Arlington,
Virginia
| USD 5199 M | -USD 406 M | 5 | 18.12% | Reducidas |
|
| 42 |
Viking Global Investors
Stamford,
Connecticut
| USD 4934 M | -USD 644 M | 5 | 22.42% | Reducidas |
|
| 43 |
New York State Common Retirement Fund
Albany,
New York
| USD 4933 M | -USD 132 M | 18 | 6.97% | Reducidas |
|
| 44 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 4833 M | -USD 95.9 M | 11 | 7.89% | Reducidas |
|
| 45 |
Schroder Investment Management Group
London,
United Kingdom
| USD 4796 M | -USD 216 M | 13 | 9.18% | Reducidas |
|
| 46 |
BlackRock Advisors
Wilmington,
Delaware
| USD 4763 M | +USD 193 M | 19 | 4.82% | Aumentadas |
|
| 47 |
Allianz Asset Management
Munich,
Germany
| USD 4662 M | +USD 8.41 M | 12 | 4.16% | Aumentadas |
|
| 48 |
Swiss National Bank
Zurich,
Switzerland
| USD 4659 M | -USD 12.6 M | 15 | 7.35% | Reducidas |
|
| 49 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 4555 M | +USD 226 M | 21 | 2.47% | Aumentadas |
|
| 50 |
Fisher Asset Management
Camas,
Washington
| USD 4539 M | +USD 40.9 M | 8 | 7.9% | Aumentadas |
|