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 21.4 mil M | -USD 428 M | 15 | 12.02% | Reducidas |
|
| 27 |
Jennison Associates
New York
| USD 21.2 mil M | -USD 1510 M | 9 | 19.14% | Reducidas |
|
| 28 |
Charles Schwab
San Francisco,
California
| USD 20.4 mil M | +USD 71.9 M | 23 | 9.97% | Aumentadas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 19.6 mil M | +USD 771 M | 9 | 7.74% | Aumentadas |
|
| 30 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 18.8 mil M | +USD 126 M | 16 | 13.27% | Aumentadas |
|
| 31 |
Franklin Resources
San Mateo,
California
| USD 16.8 mil M | +USD 273 M | 16 | 8.66% | Aumentadas |
|
| 32 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 16.5 mil M | +USD 1495 M | 31 | 6.54% | Aumentadas |
|
| 33 |
UBS Group
Zurich,
Switzerland
| USD 16.5 mil M | -USD 1681 M | 30 | 6.96% | Reducidas |
|
| 34 |
Swiss National Bank
Zurich,
Switzerland
| USD 16.3 mil M | +USD 380 M | 21 | 13.79% | Aumentadas |
|
| 35 |
Primecap Management
Pasadena,
California
| USD 15.9 mil M | -USD 828 M | 11 | 13.65% | Reducidas |
|
| 36 |
Fisher Asset Management
Camas,
Washington
| USD 15.4 mil M | +USD 404 M | 9 | 15.02% | Aumentadas |
|
| 37 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 15.3 mil M | +USD 366 M | 26 | 11.65% | Aumentadas |
|
| 38 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 14.4 mil M | -USD 12.9 M | 10 | 23.04% | Reducidas |
|
| 39 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 14.3 mil M | +USD 264 M | 23 | 11% | Aumentadas |
|
| 40 |
Nordea Investment Management
Stockholm,
Sweden
| USD 13.9 mil M | +USD 6839 M | 15 | 14.37% | Aumentadas |
|
| 41 |
American Century Companies
Kansas City,
Missouri
| USD 13.6 mil M | +USD 370 M | 17 | 12.92% | Aumentadas |
|
| 42 |
ClearBridge Investments
New York
| USD 13.6 mil M | -USD 750 M | 14 | 12.28% | Reducidas |
|
| 43 |
Credit Suisse
Zurich,
Switzerland
| USD 12.7 mil M | +USD 2094 M | 23 | 9.12% | Aumentadas |
|
| 44 |
Dimensional Fund Advisors
Austin,
Texas
| USD 12.4 mil M | -USD 176 M | 22 | 5.44% | Reducidas |
|
| 45 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 12.2 mil M | +USD 970 M | 20 | 14.48% | Aumentadas |
|
| 46 |
HSBC Holdings
London,
United Kingdom
| USD 10.9 mil M | +USD 640 M | 19 | 20.66% | Aumentadas |
|
| 47 |
Magellan Asset Management
Sydney,
Australia
| USD 10.7 mil M | +USD 413 M | 5 | 32.16% | Aumentadas |
|
| 48 |
Dodge & Cox
San Francisco,
California
| USD 10.7 mil M | +USD 101 M | 10 | 9.8% | Aumentadas |
|
| 49 |
Schroder Investment Management Group
London,
United Kingdom
| USD 10.2 mil M | +USD 153 M | 16 | 18.42% | Aumentadas |
|
| 50 |
New York State Common Retirement Fund
Albany,
New York
| USD 10.1 mil M | -USD 245 M | 23 | 12.9% | Reducidas |
|