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 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 10.3 mil M | +USD 144 M | 12 | 4.59% | Aumentadas |
|
| 27 |
Janus Henderson Group
London,
| USD 10.1 mil M | +USD 8379 M | 13 | 6.86% | Aumentadas |
|
| 28 |
UBS AM
Chicago,
Illinois
| USD 9258 M | +USD 135 M | 16 | 8.96% | Aumentadas |
|
| 29 |
Legal & General Group
London,
United Kingdom
| USD 9186 M | +USD 205 M | 20 | 7.42% | Aumentadas |
|
| 30 |
AllianceBernstein
Nashville,
Tennessee
| USD 8449 M | -USD 157 M | 19 | 6.53% | Reducidas |
|
| 31 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 8320 M | -USD 1652 M | 1 | 5.13% | Reducidas |
|
| 32 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 8001 M | +USD 234 M | 13 | 18.83% | Aumentadas |
|
| 33 |
American Century Companies
Kansas City,
Missouri
| USD 7472 M | -USD 188 M | 13 | 7.73% | Reducidas |
|
| 34 |
HSBC Holdings
London,
United Kingdom
| USD 7345 M | +USD 1484 M | 15 | 13.51% | Aumentadas |
|
| 35 |
Swiss National Bank
Zurich,
Switzerland
| USD 7149 M | +USD 263 M | 17 | 8.48% | Aumentadas |
|
| 36 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 6993 M | -USD 334 M | 22 | 4.99% | Reducidas |
|
| 37 |
Eagle Capital Management (New York)
New York
| USD 6766 M | -USD 328 M | 7 | 26.47% | Reducidas |
|
| 38 |
Charles Schwab
San Francisco,
California
| USD 6667 M | +USD 271 M | 19 | 6.26% | Aumentadas |
|
| 39 |
Schroder Investment Management Group
London,
United Kingdom
| USD 6388 M | +USD 917 k | 15 | 11.52% | Aumentadas |
|
| 40 |
OppenheimerFunds
New York
| USD 6353 M | -USD 349 M | 13 | 7.84% | Reducidas |
|
| 41 |
Sands Capital Management
Arlington,
Virginia
| USD 6312 M | -USD 442 M | 6 | 18.97% | Reducidas |
|
| 42 |
Fisher Asset Management
Camas,
Washington
| USD 5987 M | -USD 73.3 M | 7 | 9.03% | Reducidas |
|
| 43 |
UBS Group
Zurich,
Switzerland
| USD 5939 M | +USD 281 M | 23 | 3.07% | Aumentadas |
|
| 44 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 5923 M | +USD 203 M | 12 | 8.69% | Aumentadas |
|
| 45 |
New York State Common Retirement Fund
Albany,
New York
| USD 5721 M | -USD 45 M | 19 | 7.55% | Reducidas |
|
| 46 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 5633 M | +USD 128 M | 22 | 2.91% | Aumentadas |
|
| 47 |
Harris Associates
Chicago,
Illinois
| USD 5293 M | +USD 185 M | 4 | 9.52% | Aumentadas |
|
| 48 |
ClearBridge Investments
New York
| USD 5246 M | +USD 310 M | 13 | 5.16% | Aumentadas |
|
| 49 |
Dimensional Fund Advisors
Austin,
Texas
| USD 5185 M | +USD 235 M | 16 | 2.39% | Aumentadas |
|
| 50 |
Allianz Asset Management
Munich,
Germany
| USD 5162 M | +USD 93.2 M | 14 | 4.96% | Aumentadas |
|