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 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 20.4 mil M | -USD 152 M | 43 | 6.41% | Reducidas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 20.1 mil M | -USD 640 M | 31 | 7.42% | Reducidas |
|
| 28 |
Amundi
Paris,
France
| USD 19 mil M | +USD 6669 M | 26 | 11.27% | Aumentadas |
|
| 29 |
Fisher Asset Management
Camas,
Washington
| USD 18.2 mil M | -USD 651 M | 10 | 13.65% | Reducidas |
|
| 30 |
Swiss National Bank
Zurich,
Switzerland
| USD 18.1 mil M | -USD 50.9 M | 26 | 12.92% | Reducidas |
|
| 31 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 17.1 mil M | +USD 154 M | 29 | 10.29% | Aumentadas |
|
| 32 |
Wells Fargo
San Francisco,
California
| USD 16.8 mil M | -USD 433 M | 44 | 5.46% | Reducidas |
|
| 33 |
Jennison Associates
New York
| USD 16.4 mil M | -USD 698 M | 9 | 16.35% | Reducidas |
|
| 34 |
Janus Henderson Group
London,
| USD 15.4 mil M | -USD 2320 M | 27 | 11.54% | Reducidas |
|
| 35 |
Franklin Resources
San Mateo,
California
| USD 15.2 mil M | +USD 501 M | 25 | 8.3% | Aumentadas |
|
| 36 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 13.3 mil M | -USD 74.3 M | 17 | 10.95% | Reducidas |
|
| 37 |
Dodge & Cox
San Francisco,
California
| USD 13 mil M | +USD 1015 M | 9 | 9.86% | Aumentadas |
|
| 38 |
UBS Group
Zurich,
Switzerland
| USD 12.9 mil M | -USD 958 M | 48 | 5.67% | Reducidas |
|
| 39 |
Dimensional Fund Advisors
Austin,
Texas
| USD 12.8 mil M | +USD 137 M | 32 | 4.93% | Aumentadas |
|
| 40 |
American Century Companies
Kansas City,
Missouri
| USD 12.8 mil M | -USD 327 M | 20 | 11.24% | Reducidas |
|
| 41 |
Primecap Management
Pasadena,
California
| USD 11.3 mil M | -USD 199 M | 11 | 10.95% | Reducidas |
|
| 42 |
TCI Fund Management
London,
United Kingdom
| USD 11.2 mil M | +USD 458 M | 3 | 39.18% | Aumentadas |
|
| 43 |
California Public Employees Retirement System
Sacramento,
California
| USD 11.1 mil M | +USD 1437 M | 21 | 10.21% | Aumentadas |
|
| 44 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 9974 M | +USD 578 M | 19 | 14.71% | Aumentadas |
|
| 45 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 9751 M | +USD 113 M | 15 | 10.05% | Aumentadas |
|
| 46 |
Barclays
London,
United Kingdom
| USD 9747 M | +USD 1517 M | 35 | 10.64% | Aumentadas |
|
| 47 |
Polen Capital Management
Boca Raton,
Florida
| USD 9525 M | -USD 9.46 M | 4 | 26.64% | Reducidas |
|
| 48 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 9189 M | -USD 443 M | 16 | 18.61% | Reducidas |
|
| 49 |
Gates Foundation Trust
Kirkland,
Washington
| USD 9145 M | +USD 10.1 mil M | 1 | 26.91% | Aumentadas |
|
| 50 |
Principal Financial Group
Des Moines,
Iowa
| USD 8708 M | -USD 72.2 M | 24 | 6.92% | Reducidas |
|