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 |
UBS AM
Chicago,
Illinois
| USD 15.6 mil M | +USD 113 M | 20 | 11.62% | Aumentadas |
|
| 27 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 15.6 mil M | +USD 313 M | 24 | 7.88% | Aumentadas |
|
| 28 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 14 mil M | -USD 568 M | 11 | 5.77% | Reducidas |
|
| 29 |
Legal & General Group
London,
United Kingdom
| USD 13.1 mil M | +USD 162 M | 20 | 9.41% | Aumentadas |
|
| 30 |
UBS Group
Zurich,
Switzerland
| USD 13 mil M | +USD 1231 M | 27 | 5.16% | Aumentadas |
|
| 31 |
AllianceBernstein
Nashville,
Tennessee
| USD 12.6 mil M | +USD 483 M | 19 | 8.21% | Aumentadas |
|
| 32 |
Franklin Resources
San Mateo,
California
| USD 12.4 mil M | -USD 648 M | 16 | 6.2% | Reducidas |
|
| 33 |
Charles Schwab
San Francisco,
California
| USD 11.7 mil M | +USD 517 M | 20 | 7.82% | Aumentadas |
|
| 34 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 11.1 mil M | -USD 142 M | 11 | 21.8% | Reducidas |
|
| 35 |
Dodge & Cox
San Francisco,
California
| USD 10.9 mil M | -USD 852 M | 9 | 8.37% | Reducidas |
|
| 36 |
American Century Companies
Kansas City,
Missouri
| USD 10.1 mil M | -USD 48.3 M | 16 | 9.8% | Reducidas |
|
| 37 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 9995 M | +USD 159 M | 12 | 10.74% | Aumentadas |
|
| 38 |
Fisher Asset Management
Camas,
Washington
| USD 9635 M | +USD 134 M | 8 | 11.7% | Aumentadas |
|
| 39 |
Swiss National Bank
Zurich,
Switzerland
| USD 9432 M | -USD 342 M | 18 | 10.51% | Reducidas |
|
| 40 |
ClearBridge Investments
New York
| USD 9372 M | +USD 317 M | 13 | 8.07% | Aumentadas |
|
| 41 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 9363 M | -USD 104 M | 25 | 3.89% | Reducidas |
|
| 42 |
OppenheimerFunds
New York
| USD 8740 M | +USD 790 M | 17 | 10.15% | Aumentadas |
|
| 43 |
Dimensional Fund Advisors
Austin,
Texas
| USD 8519 M | +USD 94.2 M | 19 | 3.24% | Aumentadas |
|
| 44 |
HSBC Holdings
London,
United Kingdom
| USD 8453 M | -USD 30.9 M | 18 | 13.6% | Reducidas |
|
| 45 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 8342 M | -USD 1142 M | 24 | 6.53% | Reducidas |
|
| 46 |
New York State Common Retirement Fund
Albany,
New York
| USD 8045 M | -USD 138 M | 19 | 9.53% | Reducidas |
|
| 47 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 8035 M | +USD 150 M | 20 | 7.03% | Aumentadas |
|
| 48 |
AQR Capital Management
Greenwich,
Connecticut
| USD 8016 M | -USD 11.4 M | 18 | 7.67% | Reducidas |
|
| 49 |
Allianz Asset Management
Munich,
Germany
| USD 7985 M | +USD 318 M | 18 | 7.23% | Aumentadas |
|
| 50 |
Eagle Capital Management (New York)
New York
| USD 7795 M | -USD 413 M | 7 | 26.75% | Reducidas |
|