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 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 31.2 mil M | -USD 5.36 M | 9 | 8.55% | Reducidas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 30.6 mil M | +USD 1418 M | 28 | 8.46% | Aumentadas |
|
| 28 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 27.1 mil M | -USD 19.2 M | 31 | 12.18% | Reducidas |
|
| 29 |
Wells Fargo
San Francisco,
California
| USD 26.8 mil M | -USD 9519 M | 43 | 6.69% | Reducidas |
|
| 30 |
Jennison Associates
New York
| USD 26.6 mil M | -USD 533 M | 9 | 16.87% | Reducidas |
|
| 31 |
Fisher Asset Management
Camas,
Washington
| USD 25.8 mil M | +USD 1597 M | 12 | 14.42% | Aumentadas |
|
| 32 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 24.6 mil M | +USD 556 M | 29 | 12.59% | Aumentadas |
|
| 33 |
Swiss National Bank
Zurich,
Switzerland
| USD 23.5 mil M | -USD 935 M | 26 | 14.14% | Reducidas |
|
| 34 |
Franklin Resources
San Mateo,
California
| USD 22.3 mil M | +USD 623 M | 24 | 8.03% | Aumentadas |
|
| 35 |
UBS Group
Zurich,
Switzerland
| USD 21 mil M | -USD 1548 M | 47 | 6.01% | Reducidas |
|
| 36 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 20.4 mil M | -USD 286 M | 18 | 12.39% | Reducidas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 19.8 mil M | -USD 56.9 M | 20 | 12.55% | Reducidas |
|
| 38 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 19.3 mil M | +USD 9832 M | 17 | 13.74% | Aumentadas |
|
| 39 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 19.2 mil M | -USD 1071 M | 16 | 10.52% | Reducidas |
|
| 40 |
Dimensional Fund Advisors
Austin,
Texas
| USD 18.9 mil M | -USD 49.3 M | 26 | 5.71% | Reducidas |
|
| 41 |
Barclays
London,
United Kingdom
| USD 18.6 mil M | -USD 1048 M | 25 | 6.95% | Reducidas |
|
| 42 |
Primecap Management
Pasadena,
California
| USD 18.4 mil M | -USD 896 M | 11 | 12.77% | Reducidas |
|
| 43 |
Amundi
Paris,
France
| USD 18.1 mil M | -USD 313 M | 23 | 11.45% | Reducidas |
|
| 44 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 17.2 mil M | -USD 1454 M | 29 | 9.13% | Reducidas |
|
| 45 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 16.5 mil M | -USD 1408 M | 12 | 19.93% | Reducidas |
|
| 46 |
TCI Fund Management
London,
United Kingdom
| USD 15.9 mil M | USD 0 | 3 | 35.88% | Mantenido |
|
| 47 |
California Public Employees Retirement System
Sacramento,
California
| USD 15.9 mil M | -USD 373 M | 23 | 10.64% | Reducidas |
|
| 48 |
Dodge & Cox
San Francisco,
California
| USD 15.3 mil M | +USD 1317 M | 9 | 9.46% | Aumentadas |
|
| 49 |
Polen Capital Management
Boca Raton,
Florida
| USD 14.7 mil M | +USD 1231 M | 7 | 24.64% | Aumentadas |
|
| 50 |
Allianz Asset Management
Munich,
Germany
| USD 14.1 mil M | +USD 283 M | 23 | 9.73% | Aumentadas |
|