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 12.6 mil M | +USD 359 M | 14 | 7.43% | Aumentadas |
|
| 27 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 12.4 mil M | +USD 181 M | 11 | 5.32% | Aumentadas |
|
| 28 |
Franklin Resources
San Mateo,
California
| USD 12.4 mil M | -USD 796 M | 15 | 6.26% | Reducidas |
|
| 29 |
Legal & General Group
London,
United Kingdom
| USD 11.3 mil M | -USD 488 M | 19 | 8.63% | Reducidas |
|
| 30 |
Dodge & Cox
San Francisco,
California
| USD 11.3 mil M | -USD 759 M | 9 | 9.08% | Reducidas |
|
| 31 |
AllianceBernstein
Nashville,
Tennessee
| USD 9896 M | +USD 108 M | 18 | 7.15% | Aumentadas |
|
| 32 |
HSBC Holdings
London,
United Kingdom
| USD 9643 M | -USD 627 M | 18 | 14.36% | Reducidas |
|
| 33 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 9543 M | -USD 472 M | 11 | 20.24% | Reducidas |
|
| 34 |
Charles Schwab
San Francisco,
California
| USD 8949 M | +USD 95.2 M | 20 | 6.96% | Aumentadas |
|
| 35 |
UBS Group
Zurich,
Switzerland
| USD 8574 M | -USD 26.2 M | 25 | 3.7% | Reducidas |
|
| 36 |
Fisher Asset Management
Camas,
Washington
| USD 8329 M | +USD 264 M | 9 | 11.05% | Aumentadas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 8232 M | -USD 331 M | 15 | 8.36% | Reducidas |
|
| 38 |
Swiss National Bank
Zurich,
Switzerland
| USD 7869 M | -USD 1052 M | 18 | 9.6% | Reducidas |
|
| 39 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 7854 M | -USD 139 M | 22 | 3.52% | Reducidas |
|
| 40 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 7634 M | +USD 40.2 M | 12 | 9.82% | Aumentadas |
|
| 41 |
ClearBridge Investments
New York
| USD 7462 M | -USD 12 M | 14 | 7.04% | Reducidas |
|
| 42 |
Schroder Investment Management Group
London,
United Kingdom
| USD 7268 M | -USD 362 M | 12 | 12.59% | Reducidas |
|
| 43 |
Sands Capital Management
Arlington,
Virginia
| USD 7240 M | -USD 207 M | 6 | 21.42% | Reducidas |
|
| 44 |
Eagle Capital Management (New York)
New York
| USD 7095 M | -USD 453 M | 7 | 26.29% | Reducidas |
|
| 45 |
New York State Common Retirement Fund
Albany,
New York
| USD 6957 M | -USD 136 M | 20 | 8.65% | Reducidas |
|
| 46 |
Dimensional Fund Advisors
Austin,
Texas
| USD 6897 M | +USD 365 M | 18 | 2.87% | Aumentadas |
|
| 47 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 6642 M | +USD 798 M | 23 | 5.93% | Aumentadas |
|
| 48 |
Temasek Holdings
Singapore
| USD 6638 M | -USD 65.8 M | 2 | 36.41% | Reducidas |
|
| 49 |
OppenheimerFunds
New York
| USD 6611 M | -USD 747 M | 14 | 8.25% | Reducidas |
|
| 50 |
Allianz Asset Management
Munich,
Germany
| USD 6442 M | -USD 211 M | 18 | 6.13% | Reducidas |
|