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 |
Primecap Management
Pasadena,
California
| USD 16.3 mil M | -USD 548 M | 11 | 13% | Reducidas |
|
| 27 |
Jennison Associates
New York
| USD 16 mil M | -USD 482 M | 10 | 16.9% | Reducidas |
|
| 28 |
AllianceBernstein
Nashville,
Tennessee
| USD 14.8 mil M | -USD 156 M | 21 | 9.2% | Reducidas |
|
| 29 |
UBS Group
Zurich,
Switzerland
| USD 14.1 mil M | -USD 875 M | 30 | 5.42% | Reducidas |
|
| 30 |
Charles Schwab
San Francisco,
California
| USD 13.9 mil M | +USD 278 M | 22 | 8.2% | Aumentadas |
|
| 31 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 13.2 mil M | -USD 284 M | 8 | 5.29% | Reducidas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 12.8 mil M | -USD 1150 M | 23 | 8.91% | Reducidas |
|
| 33 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 12.5 mil M | +USD 134 M | 14 | 10.82% | Aumentadas |
|
| 34 |
Fisher Asset Management
Camas,
Washington
| USD 11.2 mil M | +USD 555 M | 9 | 12.32% | Aumentadas |
|
| 35 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 11.2 mil M | +USD 115 M | 29 | 4.43% | Aumentadas |
|
| 36 |
ClearBridge Investments
New York
| USD 11.2 mil M | +USD 254 M | 16 | 9.76% | Aumentadas |
|
| 37 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 11 mil M | +USD 28.6 M | 9 | 21.15% | Aumentadas |
|
| 38 |
Franklin Resources
San Mateo,
California
| USD 10.7 mil M | -USD 290 M | 18 | 5.83% | Reducidas |
|
| 39 |
Swiss National Bank
Zurich,
Switzerland
| USD 10.3 mil M | +USD 315 M | 20 | 10.91% | Aumentadas |
|
| 40 |
Dodge & Cox
San Francisco,
California
| USD 10.2 mil M | -USD 726 M | 10 | 8.39% | Reducidas |
|
| 41 |
American Century Companies
Kansas City,
Missouri
| USD 9806 M | +USD 212 M | 14 | 9.84% | Aumentadas |
|
| 42 |
Dimensional Fund Advisors
Austin,
Texas
| USD 9362 M | +USD 344 M | 21 | 3.64% | Aumentadas |
|
| 43 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 9096 M | +USD 140 M | 21 | 7.34% | Aumentadas |
|
| 44 |
Magellan Asset Management
Sydney,
Australia
| USD 8795 M | +USD 816 M | 6 | 25.28% | Aumentadas |
|
| 45 |
Schroder Investment Management Group
London,
United Kingdom
| USD 8265 M | -USD 6792 M | 15 | 14.57% | Reducidas |
|
| 46 |
New York State Common Retirement Fund
Albany,
New York
| USD 7914 M | +USD 76.3 M | 22 | 10.01% | Aumentadas |
|
| 47 |
Eagle Capital Management (New York)
New York
| USD 7671 M | -USD 111 M | 6 | 26.97% | Reducidas |
|
| 48 |
HSBC Holdings
London,
United Kingdom
| USD 7609 M | +USD 232 M | 20 | 14.2% | Aumentadas |
|
| 49 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 7577 M | +USD 261 M | 24 | 6.55% | Aumentadas |
|
| 50 |
California Public Employees Retirement System
Sacramento,
California
| USD 7516 M | +USD 1784 M | 21 | 7.47% | Aumentadas |
|