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 26.8 mil M | -USD 217 M | 42 | 7.27% | Reducidas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 26.2 mil M | -USD 307 M | 29 | 8.61% | Reducidas |
|
| 28 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 25.8 mil M | -USD 759 M | 10 | 9.04% | Reducidas |
|
| 29 |
Jennison Associates
New York
| USD 23.1 mil M | +USD 2435 M | 8 | 19.62% | Aumentadas |
|
| 30 |
Fisher Asset Management
Camas,
Washington
| USD 21.6 mil M | +USD 430 M | 9 | 12.23% | Aumentadas |
|
| 31 |
Wells Fargo
San Francisco,
California
| USD 21.3 mil M | -USD 313 M | 43 | 6.24% | Reducidas |
|
| 32 |
Franklin Resources
San Mateo,
California
| USD 19.7 mil M | -USD 214 M | 22 | 9.99% | Reducidas |
|
| 33 |
Barclays
London,
United Kingdom
| USD 19.6 mil M | -USD 130 M | 33 | 12.21% | Reducidas |
|
| 34 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 18.8 mil M | -USD 4534 M | 31 | 12.16% | Reducidas |
|
| 35 |
Dodge & Cox
San Francisco,
California
| USD 17.8 mil M | -USD 1641 M | 8 | 12.01% | Reducidas |
|
| 36 |
Janus Henderson Group
London,
| USD 17.8 mil M | +USD 483 M | 24 | 11.65% | Aumentadas |
|
| 37 |
Swiss National Bank
Zurich,
Switzerland
| USD 17.3 mil M | -USD 2235 M | 24 | 13.6% | Reducidas |
|
| 38 |
Dimensional Fund Advisors
Austin,
Texas
| USD 16.9 mil M | +USD 151 M | 32 | 5.55% | Aumentadas |
|
| 39 |
UBS Group
Zurich,
Switzerland
| USD 16.3 mil M | -USD 1215 M | 43 | 5.62% | Reducidas |
|
| 40 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 14.9 mil M | -USD 239 M | 16 | 12.2% | Reducidas |
|
| 41 |
California Public Employees Retirement System
Sacramento,
California
| USD 14.5 mil M | +USD 798 M | 20 | 12.48% | Aumentadas |
|
| 42 |
American Century Companies
Kansas City,
Missouri
| USD 14.4 mil M | +USD 608 M | 25 | 11.14% | Aumentadas |
|
| 43 |
Primecap Management
Pasadena,
California
| USD 13 mil M | -USD 122 M | 11 | 10.98% | Reducidas |
|
| 44 |
HSBC Holdings
London,
United Kingdom
| USD 12.9 mil M | -USD 241 M | 26 | 13.47% | Reducidas |
|
| 45 |
Gates Foundation Trust
Kirkland,
Washington
| USD 12.4 mil M | +USD 24.4 M | 5 | 31.92% | Aumentadas |
|
| 46 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 11.8 mil M | -USD 158 M | 22 | 14.29% | Reducidas |
|
| 47 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 11.1 mil M | -USD 72.6 M | 12 | 10.17% | Reducidas |
|
| 48 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 11.1 mil M | +USD 1433 M | 18 | 15.8% | Aumentadas |
|
| 49 |
Credit Suisse
Zurich,
Switzerland
| USD 11 mil M | +USD 199 M | 28 | 11.14% | Aumentadas |
|
| 50 |
Principal Financial Group
Des Moines,
Iowa
| USD 11 mil M | -USD 80.1 M | 24 | 7.87% | Reducidas |
|