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 |
Ameriprise
Minneapolis,
Minnesota
| USD 22.3 mil M | -USD 484 M | 30 | 7.78% | Reducidas |
|
| 27 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 22.2 mil M | +USD 750 M | 39 | 6.53% | Aumentadas |
|
| 28 |
Fisher Asset Management
Camas,
Washington
| USD 20.3 mil M | +USD 602 M | 11 | 14.39% | Aumentadas |
|
| 29 |
Swiss National Bank
Zurich,
Switzerland
| USD 19.4 mil M | +USD 15.6 M | 26 | 13.14% | Aumentadas |
|
| 30 |
Janus Henderson Group
London,
| USD 18.7 mil M | -USD 3584 M | 28 | 12.86% | Reducidas |
|
| 31 |
Wells Fargo
San Francisco,
California
| USD 18.6 mil M | -USD 2311 M | 44 | 5.76% | Reducidas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 18.4 mil M | -USD 932 M | 30 | 10.29% | Reducidas |
|
| 33 |
Jennison Associates
New York
| USD 17.8 mil M | -USD 1196 M | 9 | 17.81% | Reducidas |
|
| 34 |
Franklin Resources
San Mateo,
California
| USD 15.9 mil M | +USD 22.2 M | 23 | 7.86% | Aumentadas |
|
| 35 |
UBS Group
Zurich,
Switzerland
| USD 15 mil M | -USD 512 M | 45 | 6.14% | Reducidas |
|
| 36 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 14.4 mil M | +USD 345 M | 17 | 11.09% | Aumentadas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 14 mil M | -USD 348 M | 20 | 11.47% | Reducidas |
|
| 38 |
Dimensional Fund Advisors
Austin,
Texas
| USD 13.9 mil M | -USD 303 M | 28 | 4.98% | Reducidas |
|
| 39 |
Dodge & Cox
San Francisco,
California
| USD 13.7 mil M | +USD 672 M | 9 | 9.52% | Aumentadas |
|
| 40 |
Primecap Management
Pasadena,
California
| USD 13.1 mil M | -USD 530 M | 11 | 11.7% | Reducidas |
|
| 41 |
Amundi
Paris,
France
| USD 13 mil M | +USD 205 M | 21 | 10.46% | Aumentadas |
|
| 42 |
TCI Fund Management
London,
United Kingdom
| USD 12.1 mil M | +USD 1350 M | 3 | 38.39% | Aumentadas |
|
| 43 |
California Public Employees Retirement System
Sacramento,
California
| USD 10.6 mil M | -USD 527 M | 22 | 9.94% | Reducidas |
|
| 44 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 10.5 mil M | +USD 1686 M | 21 | 14.86% | Aumentadas |
|
| 45 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 10.4 mil M | -USD 1326 M | 17 | 19.35% | Reducidas |
|
| 46 |
Polen Capital Management
Boca Raton,
Florida
| USD 9930 M | +USD 879 M | 4 | 26.18% | Aumentadas |
|
| 47 |
Allianz Asset Management
Munich,
Germany
| USD 9564 M | -USD 308 M | 20 | 9.08% | Reducidas |
|
| 48 |
New York State Common Retirement Fund
Albany,
New York
| USD 9540 M | -USD 205 M | 31 | 12.45% | Reducidas |
|
| 49 |
Principal Financial Group
Des Moines,
Iowa
| USD 9392 M | +USD 743 M | 22 | 6.95% | Aumentadas |
|
| 50 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 9370 M | -USD 726 M | 16 | 9.61% | Reducidas |
|