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 24.7 mil M | -USD 293 M | 19 | 11.27% | Reducidas |
|
| 27 |
Charles Schwab
San Francisco,
California
| USD 24.5 mil M | -USD 748 M | 26 | 8.97% | Reducidas |
|
| 28 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 24.2 mil M | -USD 1087 M | 13 | 13.52% | Reducidas |
|
| 29 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 23.4 mil M | -USD 3461 M | 35 | 6.79% | Reducidas |
|
| 30 |
Jennison Associates
New York
| USD 22.6 mil M | -USD 535 M | 10 | 16.56% | Reducidas |
|
| 31 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 20.6 mil M | +USD 610 M | 30 | 11.08% | Aumentadas |
|
| 32 |
UBS Group
Zurich,
Switzerland
| USD 19.8 mil M | +USD 1693 M | 34 | 6.56% | Aumentadas |
|
| 33 |
Fisher Asset Management
Camas,
Washington
| USD 19.7 mil M | +USD 374 M | 10 | 13.87% | Aumentadas |
|
| 34 |
Swiss National Bank
Zurich,
Switzerland
| USD 19.2 mil M | +USD 349 M | 25 | 12.83% | Aumentadas |
|
| 35 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 19.1 mil M | -USD 428 M | 19 | 11.96% | Reducidas |
|
| 36 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 17.9 mil M | +USD 395 M | 27 | 10.25% | Aumentadas |
|
| 37 |
Primecap Management
Pasadena,
California
| USD 17.8 mil M | +USD 48.1 M | 11 | 12.44% | Aumentadas |
|
| 38 |
Franklin Resources
San Mateo,
California
| USD 17.6 mil M | -USD 136 M | 18 | 7.17% | Reducidas |
|
| 39 |
Amundi Asset Management US
Boston,
Massachusetts
| USD 16.3 mil M | +USD 939 M | 22 | 12.48% | Aumentadas |
|
| 40 |
American Century Companies
Kansas City,
Missouri
| USD 16.1 mil M | +USD 241 M | 20 | 11.83% | Aumentadas |
|
| 41 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 16 mil M | -USD 101 M | 17 | 20.73% | Reducidas |
|
| 42 |
Dimensional Fund Advisors
Austin,
Texas
| USD 14.9 mil M | -USD 217 M | 24 | 4.92% | Reducidas |
|
| 43 |
ClearBridge Investments
New York
| USD 12.6 mil M | -USD 111 M | 13 | 9.41% | Reducidas |
|
| 44 |
Dodge & Cox
San Francisco,
California
| USD 12.6 mil M | +USD 265 M | 9 | 9% | Aumentadas |
|
| 45 |
Credit Suisse
Zurich,
Switzerland
| USD 12.3 mil M | -USD 2271 M | 28 | 6.31% | Reducidas |
|
| 46 |
California Public Employees Retirement System
Sacramento,
California
| USD 12.3 mil M | -USD 937 M | 27 | 9.37% | Reducidas |
|
| 47 |
TCI Fund Management
London,
United Kingdom
| USD 12.2 mil M | +USD 1422 M | 3 | 35.45% | Aumentadas |
|
| 48 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 12.2 mil M | -USD 63.1 M | 32 | 7.93% | Reducidas |
|
| 49 |
Magellan Asset Management
Sydney,
Australia
| USD 11.8 mil M | -USD 280 M | 5 | 24.65% | Reducidas |
|
| 50 |
Schroder Investment Management Group
London,
United Kingdom
| USD 11.4 mil M | +USD 12.1 M | 17 | 14.73% | Aumentadas |
|