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 28.7 mil M | -USD 840 M | 27 | 13.85% | Reducidas |
|
| 27 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 27.6 mil M | -USD 5331 M | 38 | 6.9% | Reducidas |
|
| 28 |
Wells Fargo
San Francisco,
California
| USD 26.2 mil M | +USD 1037 M | 43 | 6.73% | Aumentadas |
|
| 29 |
Jennison Associates
New York
| USD 25.5 mil M | +USD 744 M | 10 | 18.75% | Aumentadas |
|
| 30 |
Fisher Asset Management
Camas,
Washington
| USD 25.4 mil M | +USD 1224 M | 11 | 14.97% | Aumentadas |
|
| 31 |
Swiss National Bank
Zurich,
Switzerland
| USD 25.2 mil M | +USD 2965 M | 26 | 14.2% | Aumentadas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 24.5 mil M | -USD 943 M | 30 | 11.45% | Reducidas |
|
| 33 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 23.8 mil M | +USD 602 M | 28 | 12.49% | Aumentadas |
|
| 34 |
Franklin Resources
San Mateo,
California
| USD 20.8 mil M | +USD 340 M | 23 | 8.3% | Aumentadas |
|
| 35 |
UBS Group
Zurich,
Switzerland
| USD 19.6 mil M | -USD 89.9 M | 44 | 6.55% | Reducidas |
|
| 36 |
American Century Companies
Kansas City,
Missouri
| USD 18.7 mil M | +USD 13.5 M | 20 | 12.81% | Aumentadas |
|
| 37 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 18.5 mil M | -USD 429 M | 17 | 12.32% | Reducidas |
|
| 38 |
Dimensional Fund Advisors
Austin,
Texas
| USD 18 mil M | +USD 57.6 M | 28 | 5.53% | Aumentadas |
|
| 39 |
Primecap Management
Pasadena,
California
| USD 16.5 mil M | -USD 832 M | 11 | 12.46% | Reducidas |
|
| 40 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 16.1 mil M | -USD 1061 M | 16 | 11.26% | Reducidas |
|
| 41 |
Amundi
Paris,
France
| USD 16 mil M | -USD 1598 M | 21 | 10.8% | Reducidas |
|
| 42 |
Dodge & Cox
San Francisco,
California
| USD 15.2 mil M | +USD 520 M | 9 | 9.25% | Aumentadas |
|
| 43 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 15 mil M | -USD 696 M | 17 | 20.05% | Reducidas |
|
| 44 |
California Public Employees Retirement System
Sacramento,
California
| USD 14.2 mil M | -USD 719 M | 22 | 11.05% | Reducidas |
|
| 45 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 13.6 mil M | -USD 2560 M | 32 | 6.6% | Reducidas |
|
| 46 |
TCI Fund Management
London,
United Kingdom
| USD 13.5 mil M | -USD 1530 M | 3 | 36.75% | Reducidas |
|
| 47 |
Barclays
London,
United Kingdom
| USD 13.4 mil M | -USD 4043 M | 39 | 10.52% | Reducidas |
|
| 48 |
Allianz Asset Management
Munich,
Germany
| USD 13.1 mil M | -USD 44.7 M | 22 | 9.77% | Reducidas |
|
| 49 |
New York State Common Retirement Fund
Albany,
New York
| USD 12.6 mil M | +USD 2.37 M | 31 | 13.46% | Aumentadas |
|
| 50 |
Polen Capital Management
Boca Raton,
Florida
| USD 12.3 mil M | -USD 1653 M | 5 | 24.08% | Reducidas |
|