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 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 13.8 mil M | -USD 1145 M | 22 | 6.86% | Reducidas |
|
| 27 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 13.1 mil M | -USD 103 M | 11 | 5.6% | Reducidas |
|
| 28 |
Franklin Resources
San Mateo,
California
| USD 11.8 mil M | -USD 1350 M | 15 | 6.03% | Reducidas |
|
| 29 |
Legal & General Group
London,
United Kingdom
| USD 11.7 mil M | -USD 463 M | 19 | 9.01% | Reducidas |
|
| 30 |
AllianceBernstein
Nashville,
Tennessee
| USD 10.9 mil M | +USD 261 M | 19 | 7.58% | Aumentadas |
|
| 31 |
Dodge & Cox
San Francisco,
California
| USD 10.6 mil M | -USD 713 M | 9 | 8.48% | Reducidas |
|
| 32 |
UBS Group
Zurich,
Switzerland
| USD 10.6 mil M | +USD 1336 M | 26 | 4.58% | Aumentadas |
|
| 33 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 10.4 mil M | +USD 189 M | 11 | 21.01% | Aumentadas |
|
| 34 |
Charles Schwab
San Francisco,
California
| USD 9944 M | +USD 308 M | 20 | 7.24% | Aumentadas |
|
| 35 |
American Century Companies
Kansas City,
Missouri
| USD 9121 M | +USD 181 M | 14 | 9.18% | Aumentadas |
|
| 36 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 8812 M | +USD 557 M | 12 | 10.27% | Aumentadas |
|
| 37 |
Fisher Asset Management
Camas,
Washington
| USD 8746 M | -USD 275 M | 8 | 11.36% | Reducidas |
|
| 38 |
Swiss National Bank
Zurich,
Switzerland
| USD 8729 M | +USD 220 M | 18 | 9.98% | Aumentadas |
|
| 39 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 8546 M | +USD 1250 M | 24 | 7.06% | Aumentadas |
|
| 40 |
HSBC Holdings
London,
United Kingdom
| USD 8494 M | -USD 1589 M | 19 | 15.12% | Reducidas |
|
| 41 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 8474 M | -USD 49.6 M | 23 | 3.81% | Reducidas |
|
| 42 |
ClearBridge Investments
New York
| USD 8077 M | -USD 5.59 M | 13 | 6.61% | Reducidas |
|
| 43 |
Sands Capital Management
Arlington,
Virginia
| USD 7749 M | -USD 113 M | 6 | 22.19% | Reducidas |
|
| 44 |
OppenheimerFunds
New York
| USD 7746 M | +USD 822 M | 15 | 9.24% | Aumentadas |
|
| 45 |
Schroder Investment Management Group
London,
United Kingdom
| USD 7620 M | +USD 40.9 M | 13 | 13.34% | Aumentadas |
|
| 46 |
Dimensional Fund Advisors
Austin,
Texas
| USD 7507 M | +USD 126 M | 19 | 2.99% | Aumentadas |
|
| 47 |
AQR Capital Management
Greenwich,
Connecticut
| USD 7313 M | +USD 534 M | 17 | 7.37% | Aumentadas |
|
| 48 |
New York State Common Retirement Fund
Albany,
New York
| USD 7258 M | -USD 268 M | 19 | 9.06% | Reducidas |
|
| 49 |
Eagle Capital Management (New York)
New York
| USD 7223 M | -USD 393 M | 7 | 26.22% | Reducidas |
|
| 50 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 6971 M | +USD 186 M | 20 | 6.6% | Aumentadas |
|