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 |
Franklin Resources
San Mateo,
California
| USD 40.3 mil M | +USD 1027 M | 24 | 11.18% | Aumentadas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 38 mil M | -USD 317 M | 28 | 9.76% | Reducidas |
|
| 28 |
UBS Group
Zurich,
Switzerland
| USD 37.1 mil M | +USD 2335 M | 46 | 6.85% | Aumentadas |
|
| 29 |
Fisher Asset Management
Camas,
Washington
| USD 35.3 mil M | +USD 397 M | 9 | 14.06% | Aumentadas |
|
| 30 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 32.5 mil M | -USD 1629 M | 29 | 12.72% | Reducidas |
|
| 31 |
Wells Fargo
San Francisco,
California
| USD 30.6 mil M | -USD 218 M | 37 | 6.9% | Reducidas |
|
| 32 |
Jennison Associates
New York
| USD 28.5 mil M | -USD 1226 M | 8 | 17.3% | Reducidas |
|
| 33 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 28.4 mil M | -USD 3146 M | 11 | 8.95% | Reducidas |
|
| 34 |
Janus Henderson Group
London,
| USD 28.3 mil M | +USD 536 M | 24 | 14.4% | Aumentadas |
|
| 35 |
Dimensional Fund Advisors
Austin,
Texas
| USD 27.4 mil M | +USD 519 M | 28 | 6.59% | Aumentadas |
|
| 36 |
Barclays
London,
United Kingdom
| USD 26.5 mil M | -USD 4851 M | 32 | 7.42% | Reducidas |
|
| 37 |
HSBC Holdings
London,
United Kingdom
| USD 24.4 mil M | -USD 2016 M | 27 | 14.21% | Reducidas |
|
| 38 |
Swiss National Bank
Zurich,
Switzerland
| USD 22.1 mil M | -USD 1034 M | 22 | 14.7% | Reducidas |
|
| 39 |
American Century Companies
Kansas City,
Missouri
| USD 21.2 mil M | -USD 93.5 M | 22 | 12.15% | Reducidas |
|
| 40 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 20.3 mil M | +USD 229 M | 17 | 13.69% | Aumentadas |
|
| 41 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 20.1 mil M | -USD 1657 M | 29 | 9.34% | Reducidas |
|
| 42 |
California Public Employees Retirement System
Sacramento,
California
| USD 18.4 mil M | -USD 920 M | 19 | 12.32% | Reducidas |
|
| 43 |
Raymond James Financial
St Petersburg,
Florida
| USD 18.2 mil M | +USD 17.8 mil M | 30 | 6.73% | Nuevas |
|
| 44 |
Primecap Management
Pasadena,
California
| USD 16.8 mil M | -USD 680 M | 10 | 13% | Reducidas |
|
| 45 |
Principal Financial Group
Des Moines,
Iowa
| USD 16 mil M | -USD 183 M | 22 | 8.7% | Reducidas |
|
| 46 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 15.7 mil M | -USD 525 M | 8 | 12.04% | Reducidas |
|
| 47 |
Sanders Capital
West Palm Beach,
Florida
| USD 15.6 mil M | +USD 296 M | 4 | 22.75% | Aumentadas |
|
| 48 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 15.1 mil M | +USD 1049 M | 22 | 14.6% | Aumentadas |
|
| 49 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 15.1 mil M | -USD 214 M | 31 | 13.47% | Reducidas |
|
| 50 |
Schroder Investment Management Group
London,
United Kingdom
| USD 14.8 mil M | +USD 1094 M | 16 | 14.16% | Aumentadas |
|