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 11 mil M | -USD 515 M | 14 | 5.58% | Reducidas |
|
| 27 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 9382 M | -USD 336 M | 12 | 4.39% | Reducidas |
|
| 28 |
Legal & General Group
London,
United Kingdom
| USD 8466 M | +USD 319 M | 20 | 7.18% | Aumentadas |
|
| 29 |
UBS AM
Chicago,
Illinois
| USD 8316 M | +USD 117 M | 15 | 8.48% | Aumentadas |
|
| 30 |
AllianceBernstein
Nashville,
Tennessee
| USD 8009 M | -USD 105 M | 15 | 6.38% | Reducidas |
|
| 31 |
Janus Henderson Investors US
Denver,
Colorado
| USD 7890 M | -USD 143 M | 12 | 6.45% | Reducidas |
|
| 32 |
American Century Companies
Kansas City,
Missouri
| USD 7028 M | -USD 4.72 M | 12 | 7.3% | Reducidas |
|
| 33 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 6830 M | +USD 55.5 M | 12 | 17.02% | Aumentadas |
|
| 34 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 6752 M | +USD 646 M | 21 | 4.99% | Aumentadas |
|
| 35 |
Eagle Capital Management (New York)
New York
| USD 6517 M | -USD 192 M | 7 | 26.63% | Reducidas |
|
| 36 |
Swiss National Bank
Zurich,
Switzerland
| USD 6451 M | +USD 1295 M | 15 | 8.03% | Aumentadas |
|
| 37 |
Charles Schwab
San Francisco,
California
| USD 6104 M | +USD 206 M | 19 | 6.11% | Aumentadas |
|
| 38 |
Sands Capital Management
Arlington,
Virginia
| USD 5825 M | -USD 168 M | 6 | 18.29% | Reducidas |
|
| 39 |
OppenheimerFunds
New York
| USD 5739 M | -USD 174 M | 12 | 6.95% | Reducidas |
|
| 40 |
Schroder Investment Management Group
London,
United Kingdom
| USD 5496 M | -USD 56.6 M | 14 | 9.88% | Reducidas |
|
| 41 |
New York State Common Retirement Fund
Albany,
New York
| USD 5416 M | +USD 19.5 M | 19 | 7.3% | Aumentadas |
|
| 42 |
Fisher Asset Management
Camas,
Washington
| USD 5390 M | +USD 274 M | 9 | 8.63% | Aumentadas |
|
| 43 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 5302 M | +USD 17.5 M | 11 | 8.19% | Aumentadas |
|
| 44 |
UBS Group
Zurich,
Switzerland
| USD 5268 M | +USD 348 M | 22 | 2.88% | Aumentadas |
|
| 45 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 5091 M | +USD 82.9 M | 21 | 2.74% | Aumentadas |
|
| 46 |
Viking Global Investors
Stamford,
Connecticut
| USD 4973 M | -USD 409 M | 4 | 21.97% | Reducidas |
|
| 47 |
HSBC Holdings
London,
United Kingdom
| USD 4856 M | +USD 588 M | 14 | 10.15% | Aumentadas |
|
| 48 |
Credit Suisse
Zurich,
Switzerland
| USD 4769 M | +USD 45.6 M | 18 | 4.3% | Aumentadas |
|
| 49 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 4748 M | +USD 546 M | 19 | 6.01% | Aumentadas |
|
| 50 |
ClearBridge Investments
New York
| USD 4732 M | +USD 127 M | 12 | 4.76% | Aumentadas |
|