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 10.6 mil M | -USD 224 M | 12 | 4.6% | Reducidas |
|
| 27 |
Janus Henderson Group
London,
| USD 10.4 mil M | -USD 317 M | 13 | 6.67% | Reducidas |
|
| 28 |
UBS AM
Chicago,
Illinois
| USD 9978 M | +USD 64.4 M | 16 | 9.09% | Aumentadas |
|
| 29 |
Legal & General Group
London,
United Kingdom
| USD 9975 M | +USD 385 M | 19 | 7.5% | Aumentadas |
|
| 30 |
AllianceBernstein
Nashville,
Tennessee
| USD 8650 M | -USD 202 M | 19 | 6.48% | Reducidas |
|
| 31 |
HSBC Holdings
London,
United Kingdom
| USD 8632 M | +USD 189 M | 16 | 13.83% | Aumentadas |
|
| 32 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 8420 M | -USD 79.9 M | 12 | 18.36% | Reducidas |
|
| 33 |
American Century Companies
Kansas City,
Missouri
| USD 7510 M | -USD 364 M | 14 | 7.6% | Reducidas |
|
| 34 |
Swiss National Bank
Zurich,
Switzerland
| USD 7446 M | -USD 13.2 M | 17 | 8.48% | Reducidas |
|
| 35 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 7368 M | -USD 76.6 M | 21 | 5.05% | Reducidas |
|
| 36 |
Charles Schwab
San Francisco,
California
| USD 7077 M | +USD 181 M | 19 | 6.18% | Aumentadas |
|
| 37 |
Schroder Investment Management Group
London,
United Kingdom
| USD 6827 M | -USD 327 M | 12 | 11.86% | Reducidas |
|
| 38 |
UBS Group
Zurich,
Switzerland
| USD 6694 M | +USD 400 M | 24 | 3.1% | Aumentadas |
|
| 39 |
Eagle Capital Management (New York)
New York
| USD 6606 M | -USD 315 M | 7 | 25.52% | Reducidas |
|
| 40 |
Fisher Asset Management
Camas,
Washington
| USD 6558 M | +USD 129 M | 9 | 9.2% | Aumentadas |
|
| 41 |
OppenheimerFunds
New York
| USD 6297 M | -USD 805 M | 13 | 7.74% | Reducidas |
|
| 42 |
Temasek Holdings
Singapore
| USD 6257 M | USD 0 | 2 | 36.43% | Mantenido |
|
| 43 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 6247 M | +USD 37.6 M | 12 | 8.82% | Aumentadas |
|
| 44 |
Sands Capital Management
Arlington,
Virginia
| USD 6221 M | -USD 694 M | 6 | 18.64% | Reducidas |
|
| 45 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 6081 M | +USD 126 M | 21 | 2.92% | Aumentadas |
|
| 46 |
New York State Common Retirement Fund
Albany,
New York
| USD 5970 M | +USD 24 M | 19 | 7.63% | Aumentadas |
|
| 47 |
ClearBridge Investments
New York
| USD 5616 M | +USD 121 M | 13 | 5.4% | Aumentadas |
|
| 48 |
Dimensional Fund Advisors
Austin,
Texas
| USD 5377 M | -USD 74 M | 16 | 2.35% | Reducidas |
|
| 49 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 5372 M | -USD 2486 M | 1 | 3.02% | Reducidas |
|
| 50 |
Harris Associates
Chicago,
Illinois
| USD 5370 M | -USD 5.19 M | 4 | 9.06% | Reducidas |
|