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 28.2 mil M | -USD 84.2 M | 17 | 12.09% | Reducidas |
|
| 27 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 27.7 mil M | -USD 698 M | 9 | 8.08% | Reducidas |
|
| 28 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 27.3 mil M | +USD 633 M | 33 | 7.27% | Aumentadas |
|
| 29 |
Jennison Associates
New York
| USD 25.9 mil M | -USD 3.72 M | 9 | 17.14% | Reducidas |
|
| 30 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 25 mil M | -USD 2332 M | 14 | 12.16% | Reducidas |
|
| 31 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 23.6 mil M | +USD 105 M | 32 | 11.48% | Aumentadas |
|
| 32 |
Fisher Asset Management
Camas,
Washington
| USD 22.7 mil M | +USD 617 M | 11 | 14.24% | Aumentadas |
|
| 33 |
Swiss National Bank
Zurich,
Switzerland
| USD 21.9 mil M | -USD 97 M | 24 | 13.51% | Reducidas |
|
| 34 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 21 mil M | +USD 526 M | 27 | 11.79% | Aumentadas |
|
| 35 |
Franklin Resources
San Mateo,
California
| USD 19.9 mil M | -USD 279 M | 19 | 7.59% | Reducidas |
|
| 36 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 19.7 mil M | -USD 2041 M | 18 | 11.64% | Reducidas |
|
| 37 |
UBS Group
Zurich,
Switzerland
| USD 19.6 mil M | -USD 2464 M | 41 | 6.32% | Reducidas |
|
| 38 |
Primecap Management
Pasadena,
California
| USD 19 mil M | -USD 837 M | 11 | 12.78% | Reducidas |
|
| 39 |
Amundi
Paris,
France
| USD 19 mil M | +USD 18.1 mil M | 21 | 13.21% | Nuevas |
|
| 40 |
American Century Companies
Kansas City,
Missouri
| USD 18.1 mil M | -USD 243 M | 21 | 12.37% | Reducidas |
|
| 41 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 17.2 mil M | -USD 631 M | 11 | 20.91% | Reducidas |
|
| 42 |
Dimensional Fund Advisors
Austin,
Texas
| USD 17.2 mil M | +USD 346 M | 24 | 5.44% | Aumentadas |
|
| 43 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 16 mil M | +USD 2545 M | 27 | 7.94% | Aumentadas |
|
| 44 |
TCI Fund Management
London,
United Kingdom
| USD 14.5 mil M | USD 0 | 3 | 36.06% | Mantenido |
|
| 45 |
ClearBridge Investments
New York
| USD 14.3 mil M | -USD 16.2 M | 14 | 9.92% | Reducidas |
|
| 46 |
California Public Employees Retirement System
Sacramento,
California
| USD 14 mil M | -USD 142 M | 21 | 10.49% | Reducidas |
|
| 47 |
Barclays
London,
United Kingdom
| USD 13.7 mil M | +USD 1454 M | 25 | 6.49% | Aumentadas |
|
| 48 |
Dodge & Cox
San Francisco,
California
| USD 13.3 mil M | -USD 658 M | 9 | 8.71% | Reducidas |
|
| 49 |
Allianz Asset Management
Munich,
Germany
| USD 12.9 mil M | +USD 26.8 M | 20 | 10.91% | Aumentadas |
|
| 50 |
Magellan Asset Management
Sydney,
Australia
| USD 12.7 mil M | -USD 637 M | 5 | 25.05% | Reducidas |
|