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 27.6 mil M | -USD 1103 M | 22 | 12.07% | Reducidas |
|
| 27 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 27.5 mil M | +USD 86.7 M | 34 | 7.24% | Aumentadas |
|
| 28 |
Ameriprise
Minneapolis,
Minnesota
| USD 27 mil M | -USD 2329 M | 27 | 8.63% | Reducidas |
|
| 29 |
Jennison Associates
New York
| USD 25.4 mil M | -USD 592 M | 9 | 16.4% | Reducidas |
|
| 30 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 24.7 mil M | +USD 596 M | 30 | 11.74% | Aumentadas |
|
| 31 |
Fisher Asset Management
Camas,
Washington
| USD 22.7 mil M | +USD 582 M | 11 | 14.12% | Aumentadas |
|
| 32 |
Swiss National Bank
Zurich,
Switzerland
| USD 22.3 mil M | -USD 214 M | 24 | 14.15% | Reducidas |
|
| 33 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 21.7 mil M | +USD 133 M | 28 | 12.34% | Aumentadas |
|
| 34 |
UBS Group
Zurich,
Switzerland
| USD 20.6 mil M | +USD 973 M | 41 | 6.49% | Aumentadas |
|
| 35 |
Franklin Resources
San Mateo,
California
| USD 20 mil M | +USD 41.2 M | 21 | 7.54% | Aumentadas |
|
| 36 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 19.4 mil M | -USD 3849 M | 14 | 10.17% | Reducidas |
|
| 37 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 19 mil M | -USD 963 M | 19 | 11.85% | Reducidas |
|
| 38 |
Primecap Management
Pasadena,
California
| USD 18.3 mil M | -USD 311 M | 11 | 12.91% | Reducidas |
|
| 39 |
American Century Companies
Kansas City,
Missouri
| USD 18.2 mil M | -USD 244 M | 19 | 12.46% | Reducidas |
|
| 40 |
Barclays
London,
United Kingdom
| USD 18 mil M | +USD 4091 M | 25 | 8.1% | Aumentadas |
|
| 41 |
Amundi
Paris,
France
| USD 17.6 mil M | -USD 1805 M | 20 | 12.35% | Reducidas |
|
| 42 |
Dimensional Fund Advisors
Austin,
Texas
| USD 17.4 mil M | +USD 281 M | 25 | 5.62% | Aumentadas |
|
| 43 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 17.1 mil M | +USD 179 M | 27 | 7.8% | Aumentadas |
|
| 44 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 17.1 mil M | +USD 199 M | 12 | 20.97% | Aumentadas |
|
| 45 |
California Public Employees Retirement System
Sacramento,
California
| USD 14.8 mil M | +USD 479 M | 22 | 11.07% | Aumentadas |
|
| 46 |
TCI Fund Management
London,
United Kingdom
| USD 14.2 mil M | -USD 1106 M | 3 | 34.16% | Reducidas |
|
| 47 |
Dodge & Cox
San Francisco,
California
| USD 13.4 mil M | +USD 295 M | 9 | 8.76% | Aumentadas |
|
| 48 |
Magellan Asset Management
Sydney,
Australia
| USD 13.1 mil M | +USD 1029 M | 6 | 26.11% | Aumentadas |
|
| 49 |
HSBC Holdings
London,
United Kingdom
| USD 13 mil M | +USD 2304 M | 25 | 13.05% | Aumentadas |
|
| 50 |
Allianz Asset Management
Munich,
Germany
| USD 12.9 mil M | -USD 101 M | 21 | 10.01% | Reducidas |
|