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 23.3 mil M | +USD 355 M | 29 | 7.66% | Aumentadas |
|
| 27 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 22.7 mil M | -USD 1214 M | 40 | 6.41% | Reducidas |
|
| 28 |
Amundi
Paris,
France
| USD 21.2 mil M | -USD 1084 M | 24 | 11.43% | Reducidas |
|
| 29 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 20 mil M | +USD 779 M | 30 | 11.12% | Aumentadas |
|
| 30 |
Wells Fargo
San Francisco,
California
| USD 18.9 mil M | -USD 73.6 M | 43 | 5.45% | Reducidas |
|
| 31 |
Swiss National Bank
Zurich,
Switzerland
| USD 18.3 mil M | -USD 432 M | 26 | 12.56% | Reducidas |
|
| 32 |
Fisher Asset Management
Camas,
Washington
| USD 17.8 mil M | -USD 2094 M | 10 | 10.78% | Reducidas |
|
| 33 |
Jennison Associates
New York
| USD 17.2 mil M | -USD 36.6 M | 8 | 15.8% | Reducidas |
|
| 34 |
Dodge & Cox
San Francisco,
California
| USD 16.8 mil M | +USD 433 M | 11 | 11.47% | Aumentadas |
|
| 35 |
Franklin Resources
San Mateo,
California
| USD 16.8 mil M | +USD 53.1 M | 24 | 8.42% | Aumentadas |
|
| 36 |
Janus Henderson Group
London,
| USD 15.6 mil M | -USD 130 M | 26 | 10.3% | Reducidas |
|
| 37 |
UBS Group
Zurich,
Switzerland
| USD 15.1 mil M | -USD 1298 M | 45 | 5.53% | Reducidas |
|
| 38 |
Dimensional Fund Advisors
Austin,
Texas
| USD 14.7 mil M | +USD 13.5 mil M | 32 | 4.94% | Nuevas |
|
| 39 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 14.6 mil M | -USD 55 M | 17 | 10.88% | Reducidas |
|
| 40 |
Primecap Management
Pasadena,
California
| USD 12.2 mil M | -USD 506 M | 11 | 10.62% | Reducidas |
|
| 41 |
California Public Employees Retirement System
Sacramento,
California
| USD 12.1 mil M | -USD 1026 M | 21 | 10.73% | Reducidas |
|
| 42 |
American Century Companies
Kansas City,
Missouri
| USD 12.1 mil M | -USD 1532 M | 23 | 9.53% | Reducidas |
|
| 43 |
Gates Foundation Trust
Kirkland,
Washington
| USD 11.3 mil M | USD 0 | 1 | 31.05% | Mantenido |
|
| 44 |
Barclays
London,
United Kingdom
| USD 11.2 mil M | -USD 3176 M | 34 | 5.14% | Reducidas |
|
| 45 |
VOYA Investment Management
Atlanta,
Georgia
| USD 10.3 mil M | +USD 1246 M | 28 | 11.06% | Aumentadas |
|
| 46 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 10.3 mil M | -USD 284 M | 21 | 13.34% | Reducidas |
|
| 47 |
HSBC Holdings
London,
United Kingdom
| USD 9897 M | -USD 1529 M | 25 | 11.85% | Reducidas |
|
| 48 |
Principal Financial Group
Des Moines,
Iowa
| USD 9849 M | +USD 101 M | 23 | 7.04% | Aumentadas |
|
| 49 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 9769 M | +USD 639 k | 17 | 16.95% | Aumentadas |
|
| 50 |
Polen Capital Management
Boca Raton,
Florida
| USD 9753 M | +USD 268 M | 4 | 25.71% | Aumentadas |
|