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 |
Goldman Sachs
New York
| USD 24.6 mil M | +USD 403 M | 29 | 6.33% | Aumentadas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 24.3 mil M | -USD 241 M | 26 | 8.61% | Reducidas |
|
| 28 |
Charles Schwab
San Francisco,
California
| USD 24 mil M | +USD 128 M | 26 | 9.51% | Aumentadas |
|
| 29 |
Janus Henderson Group
London,
| USD 23.9 mil M | -USD 138 M | 17 | 11.09% | Reducidas |
|
| 30 |
Jennison Associates
New York
| USD 22.7 mil M | -USD 692 M | 9 | 16.18% | Reducidas |
|
| 31 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 18.8 mil M | -USD 1942 M | 18 | 12.17% | Reducidas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 18.8 mil M | -USD 112 M | 28 | 11.5% | Reducidas |
|
| 33 |
Fisher Asset Management
Camas,
Washington
| USD 18.8 mil M | +USD 752 M | 10 | 14.05% | Aumentadas |
|
| 34 |
Swiss National Bank
Zurich,
Switzerland
| USD 18 mil M | -USD 462 M | 25 | 12.82% | Reducidas |
|
| 35 |
UBS Group
Zurich,
Switzerland
| USD 17.4 mil M | -USD 135 M | 36 | 5.89% | Reducidas |
|
| 36 |
Franklin Resources
San Mateo,
California
| USD 17.3 mil M | -USD 857 M | 19 | 7.33% | Reducidas |
|
| 37 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 16.5 mil M | +USD 41.5 M | 25 | 10.32% | Aumentadas |
|
| 38 |
Primecap Management
Pasadena,
California
| USD 16.5 mil M | -USD 1176 M | 11 | 12.27% | Reducidas |
|
| 39 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 15.5 mil M | -USD 672 M | 16 | 20.46% | Reducidas |
|
| 40 |
American Century Companies
Kansas City,
Missouri
| USD 15.1 mil M | -USD 62.7 M | 19 | 11.74% | Reducidas |
|
| 41 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 14.6 mil M | +USD 464 M | 21 | 12.39% | Aumentadas |
|
| 42 |
Dimensional Fund Advisors
Austin,
Texas
| USD 14.4 mil M | +USD 150 M | 24 | 5.19% | Aumentadas |
|
| 43 |
Credit Suisse
Zurich,
Switzerland
| USD 14.1 mil M | +USD 1624 M | 27 | 6.89% | Aumentadas |
|
| 44 |
California Public Employees Retirement System
Sacramento,
California
| USD 12.6 mil M | +USD 413 M | 27 | 9.73% | Aumentadas |
|
| 45 |
ClearBridge Investments
New York
| USD 12.6 mil M | -USD 625 M | 13 | 9.73% | Reducidas |
|
| 46 |
Magellan Asset Management
Sydney,
Australia
| USD 11.2 mil M | -USD 500 M | 5 | 25.93% | Reducidas |
|
| 47 |
Allianz Asset Management
Munich,
Germany
| USD 11.1 mil M | +USD 774 M | 21 | 10.95% | Aumentadas |
|
| 48 |
Schroder Investment Management Group
London,
United Kingdom
| USD 11 mil M | -USD 575 M | 17 | 15.6% | Reducidas |
|
| 49 |
Dodge & Cox
San Francisco,
California
| USD 10.8 mil M | -USD 765 M | 9 | 8.52% | Reducidas |
|
| 50 |
New York State Common Retirement Fund
Albany,
New York
| USD 10.6 mil M | -USD 412 M | 25 | 11.82% | Reducidas |
|