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 |
Amundi
Paris,
France
| USD 29.2 mil M | -USD 1000 M | 23 | 13.16% | Reducidas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 29 mil M | -USD 983 M | 29 | 8.7% | Reducidas |
|
| 28 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 28.4 mil M | -USD 1074 M | 8 | 9.16% | Reducidas |
|
| 29 |
Jennison Associates
New York
| USD 27.1 mil M | +USD 97.9 M | 10 | 20.16% | Aumentadas |
|
| 30 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 25.4 mil M | +USD 3849 M | 29 | 12.97% | Aumentadas |
|
| 31 |
Barclays
London,
United Kingdom
| USD 25.3 mil M | +USD 2559 M | 33 | 9.28% | Aumentadas |
|
| 32 |
Fisher Asset Management
Camas,
Washington
| USD 24.8 mil M | +USD 341 M | 8 | 13.13% | Aumentadas |
|
| 33 |
Wells Fargo
San Francisco,
California
| USD 24.7 mil M | +USD 23.3 M | 41 | 6.44% | Aumentadas |
|
| 34 |
Franklin Resources
San Mateo,
California
| USD 22.1 mil M | -USD 592 M | 21 | 10.32% | Reducidas |
|
| 35 |
Neuberger Berman Group
New York
| USD 21.5 mil M | +USD 10 mil M | 23 | 9.37% | Aumentadas |
|
| 36 |
Janus Henderson Group
London,
| USD 21.1 mil M | +USD 466 M | 22 | 12.58% | Aumentadas |
|
| 37 |
Dimensional Fund Advisors
Austin,
Texas
| USD 19.5 mil M | +USD 95.2 M | 30 | 5.69% | Aumentadas |
|
| 38 |
Swiss National Bank
Zurich,
Switzerland
| USD 19.3 mil M | -USD 655 M | 21 | 14.13% | Reducidas |
|
| 39 |
UBS Group
Zurich,
Switzerland
| USD 18.8 mil M | +USD 131 M | 42 | 5.63% | Aumentadas |
|
| 40 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 16.9 mil M | -USD 255 M | 16 | 12.48% | Reducidas |
|
| 41 |
American Century Companies
Kansas City,
Missouri
| USD 16.4 mil M | -USD 92.4 M | 23 | 11.29% | Reducidas |
|
| 42 |
California Public Employees Retirement System
Sacramento,
California
| USD 16.4 mil M | -USD 279 M | 19 | 12.44% | Reducidas |
|
| 43 |
HSBC Holdings
London,
United Kingdom
| USD 15.7 mil M | +USD 938 M | 27 | 13.72% | Aumentadas |
|
| 44 |
Dodge & Cox
San Francisco,
California
| USD 15.1 mil M | -USD 4059 M | 7 | 9.59% | Reducidas |
|
| 45 |
Gates Foundation Trust
Kirkland,
Washington
| USD 14.4 mil M | -USD 399 M | 1 | 33.98% | Reducidas |
|
| 46 |
Primecap Management
Pasadena,
California
| USD 13.9 mil M | -USD 162 M | 10 | 11.03% | Reducidas |
|
| 47 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 13.2 mil M | -USD 296 M | 12 | 10.43% | Reducidas |
|
| 48 |
Principal Financial Group
Des Moines,
Iowa
| USD 12.5 mil M | -USD 98.4 M | 24 | 8% | Reducidas |
|
| 49 |
Credit Suisse
Zurich,
Switzerland
| USD 12.3 mil M | -USD 247 M | 26 | 11.82% | Reducidas |
|
| 50 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 12.3 mil M | -USD 502 M | 16 | 15.24% | Reducidas |
|