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 |
Janus Henderson Group
London,
| USD 11.5 mil M | -USD 169 M | 13 | 6.98% | Reducidas |
|
| 27 |
UBS AM
Chicago,
Illinois
| USD 11.2 mil M | +USD 264 M | 20 | 9.49% | Aumentadas |
|
| 28 |
Legal & General Group
London,
United Kingdom
| USD 11 mil M | -USD 60.5 M | 19 | 7.98% | Reducidas |
|
| 29 |
Dodge & Cox
San Francisco,
California
| USD 11 mil M | -USD 1233 M | 9 | 8.54% | Reducidas |
|
| 30 |
HSBC Holdings
London,
United Kingdom
| USD 9599 M | +USD 531 M | 16 | 13.9% | Aumentadas |
|
| 31 |
AllianceBernstein
Nashville,
Tennessee
| USD 9406 M | -USD 64.5 M | 19 | 6.73% | Reducidas |
|
| 32 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 9318 M | +USD 210 M | 11 | 19.39% | Aumentadas |
|
| 33 |
Swiss National Bank
Zurich,
Switzerland
| USD 8312 M | +USD 9.24 M | 18 | 8.98% | Aumentadas |
|
| 34 |
Charles Schwab
San Francisco,
California
| USD 8292 M | +USD 361 M | 19 | 6.58% | Aumentadas |
|
| 35 |
UBS Group
Zurich,
Switzerland
| USD 8161 M | +USD 748 M | 25 | 3.35% | Aumentadas |
|
| 36 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 8154 M | +USD 74.4 M | 22 | 5.22% | Aumentadas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 8040 M | -USD 237 M | 13 | 8.01% | Reducidas |
|
| 38 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 7471 M | +USD 716 M | 24 | 3.28% | Aumentadas |
|
| 39 |
Fisher Asset Management
Camas,
Washington
| USD 7398 M | +USD 201 M | 8 | 9.66% | Aumentadas |
|
| 40 |
Schroder Investment Management Group
London,
United Kingdom
| USD 7163 M | -USD 25.9 M | 12 | 11.72% | Reducidas |
|
| 41 |
Eagle Capital Management (New York)
New York
| USD 7150 M | -USD 113 M | 7 | 26.54% | Reducidas |
|
| 42 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 7085 M | +USD 151 M | 12 | 9.15% | Aumentadas |
|
| 43 |
ClearBridge Investments
New York
| USD 7061 M | +USD 641 M | 14 | 6.52% | Aumentadas |
|
| 44 |
OppenheimerFunds
New York
| USD 7029 M | +USD 369 M | 14 | 8.49% | Aumentadas |
|
| 45 |
Sands Capital Management
Arlington,
Virginia
| USD 6742 M | -USD 16.4 M | 6 | 20.44% | Reducidas |
|
| 46 |
New York State Common Retirement Fund
Albany,
New York
| USD 6638 M | -USD 37 M | 20 | 7.99% | Reducidas |
|
| 47 |
Temasek Holdings
Singapore
| USD 6275 M | USD 0 | 2 | 38.57% | Mantenido |
|
| 48 |
Allianz Asset Management
Munich,
Germany
| USD 6133 M | +USD 310 M | 15 | 4.82% | Aumentadas |
|
| 49 |
Dimensional Fund Advisors
Austin,
Texas
| USD 6044 M | +USD 64.3 M | 16 | 2.51% | Aumentadas |
|
| 50 |
AQR Capital Management
Greenwich,
Connecticut
| USD 5971 M | +USD 1008 M | 16 | 6.27% | Aumentadas |
|