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 27 mil M | -USD 634 M | 30 | 8.48% | Reducidas |
|
| 27 |
Amundi
Paris,
France
| USD 25.1 mil M | -USD 133 M | 25 | 12.71% | Reducidas |
|
| 28 |
UBS AM
Chicago,
Illinois
| USD 24.1 mil M | USD 0 | 28 | 11.69% | Mantenido |
|
| 29 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 23.3 mil M | -USD 208 M | 31 | 12.37% | Reducidas |
|
| 30 |
Wells Fargo
San Francisco,
California
| USD 22.2 mil M | -USD 149 M | 42 | 6.13% | Reducidas |
|
| 31 |
Fisher Asset Management
Camas,
Washington
| USD 21.6 mil M | +USD 368 M | 10 | 11.95% | Aumentadas |
|
| 32 |
Jennison Associates
New York
| USD 21.4 mil M | +USD 614 M | 8 | 17.57% | Aumentadas |
|
| 33 |
Franklin Resources
San Mateo,
California
| USD 20.6 mil M | +USD 380 M | 25 | 9.77% | Aumentadas |
|
| 34 |
Barclays
London,
United Kingdom
| USD 20 mil M | +USD 6196 M | 34 | 12.65% | Aumentadas |
|
| 35 |
Swiss National Bank
Zurich,
Switzerland
| USD 19.9 mil M | -USD 1795 M | 24 | 13.5% | Reducidas |
|
| 36 |
Dodge & Cox
San Francisco,
California
| USD 18.6 mil M | -USD 554 M | 8 | 12.42% | Reducidas |
|
| 37 |
Janus Henderson Group
London,
| USD 17.9 mil M | -USD 695 M | 24 | 11.13% | Reducidas |
|
| 38 |
UBS Group
Zurich,
Switzerland
| USD 17.8 mil M | -USD 92.6 M | 43 | 6% | Reducidas |
|
| 39 |
Dimensional Fund Advisors
Austin,
Texas
| USD 17.2 mil M | -USD 11.4 M | 32 | 5.47% | Reducidas |
|
| 40 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 15.4 mil M | -USD 1761 M | 17 | 11.99% | Reducidas |
|
| 41 |
California Public Employees Retirement System
Sacramento,
California
| USD 14.1 mil M | -USD 263 M | 21 | 12.06% | Reducidas |
|
| 42 |
American Century Companies
Kansas City,
Missouri
| USD 14 mil M | -USD 331 M | 23 | 10.56% | Reducidas |
|
| 43 |
HSBC Holdings
London,
United Kingdom
| USD 13.4 mil M | +USD 1817 M | 23 | 13.62% | Aumentadas |
|
| 44 |
Gates Foundation Trust
Kirkland,
Washington
| USD 13.4 mil M | USD 0 | 1 | 31.79% | Mantenido |
|
| 45 |
Primecap Management
Pasadena,
California
| USD 13.1 mil M | -USD 616 M | 11 | 10.95% | Reducidas |
|
| 46 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 12.1 mil M | +USD 83.5 M | 22 | 14.71% | Aumentadas |
|
| 47 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 11.6 mil M | +USD 520 M | 12 | 9.87% | Aumentadas |
|
| 48 |
Principal Financial Group
Des Moines,
Iowa
| USD 11.3 mil M | -USD 426 M | 23 | 7.7% | Reducidas |
|
| 49 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 11.2 mil M | -USD 449 M | 16 | 18.01% | Reducidas |
|
| 50 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 10.9 mil M | +USD 154 M | 33 | 12.23% | Aumentadas |
|