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 36.1 mil M | +USD 478 M | 28 | 9.25% | Aumentadas |
|
| 27 |
Amundi
Paris,
France
| USD 35.3 mil M | -USD 890 M | 22 | 13.02% | Reducidas |
|
| 28 |
Fisher Asset Management
Camas,
Washington
| USD 32.6 mil M | +USD 677 M | 10 | 13.38% | Aumentadas |
|
| 29 |
UBS Group
Zurich,
Switzerland
| USD 32.6 mil M | +USD 1025 M | 46 | 7.11% | Aumentadas |
|
| 30 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 32 mil M | +USD 1697 M | 30 | 13.02% | Aumentadas |
|
| 31 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 29.8 mil M | -USD 1926 M | 11 | 8.91% | Reducidas |
|
| 32 |
Barclays
London,
United Kingdom
| USD 29.6 mil M | -USD 340 M | 31 | 7.85% | Reducidas |
|
| 33 |
Wells Fargo
San Francisco,
California
| USD 29.2 mil M | +USD 219 M | 36 | 6.61% | Aumentadas |
|
| 34 |
Jennison Associates
New York
| USD 27.2 mil M | -USD 419 M | 8 | 16.88% | Reducidas |
|
| 35 |
Janus Henderson Group
London,
| USD 26.3 mil M | -USD 341 M | 24 | 13.46% | Reducidas |
|
| 36 |
Dimensional Fund Advisors
Austin,
Texas
| USD 25.3 mil M | +USD 438 M | 28 | 6.14% | Aumentadas |
|
| 37 |
HSBC Holdings
London,
United Kingdom
| USD 25.1 mil M | -USD 219 M | 27 | 14.62% | Reducidas |
|
| 38 |
Swiss National Bank
Zurich,
Switzerland
| USD 21.6 mil M | +USD 28.9 M | 22 | 14.04% | Aumentadas |
|
| 39 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 20 mil M | -USD 721 M | 31 | 8.81% | Reducidas |
|
| 40 |
American Century Companies
Kansas City,
Missouri
| USD 19.6 mil M | +USD 248 M | 22 | 11.41% | Aumentadas |
|
| 41 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 18.7 mil M | +USD 227 M | 17 | 12.96% | Aumentadas |
|
| 42 |
California Public Employees Retirement System
Sacramento,
California
| USD 18.3 mil M | +USD 93.5 M | 19 | 12.83% | Aumentadas |
|
| 43 |
Primecap Management
Pasadena,
California
| USD 17.3 mil M | -USD 222 M | 10 | 12.7% | Reducidas |
|
| 44 |
Dodge & Cox
San Francisco,
California
| USD 15.2 mil M | -USD 952 M | 7 | 8.61% | Reducidas |
|
| 45 |
Principal Financial Group
Des Moines,
Iowa
| USD 15.1 mil M | +USD 495 M | 22 | 8.24% | Aumentadas |
|
| 46 |
Sanders Capital
West Palm Beach,
Florida
| USD 14.6 mil M | +USD 44.8 M | 4 | 21.08% | Aumentadas |
|
| 47 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 14.3 mil M | -USD 171 M | 31 | 12.9% | Reducidas |
|
| 48 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 14.1 mil M | -USD 158 M | 10 | 18.56% | Reducidas |
|
| 49 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 13.9 mil M | +USD 621 M | 8 | 10.43% | Aumentadas |
|
| 50 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 13.7 mil M | +USD 1729 M | 13 | 13.17% | Aumentadas |
|