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 40.5 mil M | -USD 5710 M | 23 | 13.97% | Reducidas |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| USD 39.5 mil M | +USD 329 M | 27 | 9.73% | Aumentadas |
|
| 28 |
UBS Group
Zurich,
Switzerland
| USD 38.7 mil M | -USD 1452 M | 45 | 6.7% | Reducidas |
|
| 29 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 36.6 mil M | -USD 405 M | 29 | 13.47% | Reducidas |
|
| 30 |
Barclays
London,
United Kingdom
| USD 35.7 mil M | -USD 759 M | 34 | 8.18% | Reducidas |
|
| 31 |
Wells Fargo
San Francisco,
California
| USD 34.3 mil M | +USD 1066 M | 37 | 7.09% | Aumentadas |
|
| 32 |
Dimensional Fund Advisors
Austin,
Texas
| USD 31 mil M | +USD 747 M | 28 | 7.19% | Aumentadas |
|
| 33 |
Janus Henderson Group
London,
| USD 29.7 mil M | -USD 1898 M | 22 | 14.54% | Reducidas |
|
| 34 |
Fisher Asset Management
Camas,
Washington
| USD 28.6 mil M | -USD 1843 M | 9 | 11.35% | Reducidas |
|
| 35 |
Jennison Associates
New York
| USD 27.9 mil M | -USD 63.9 M | 10 | 16.56% | Reducidas |
|
| 36 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 27.1 mil M | -USD 1414 M | 12 | 8.6% | Reducidas |
|
| 37 |
Swiss National Bank
Zurich,
Switzerland
| USD 25.5 mil M | +USD 1587 M | 21 | 15.29% | Aumentadas |
|
| 38 |
HSBC Holdings
London,
United Kingdom
| USD 22.7 mil M | -USD 3739 M | 27 | 13.62% | Reducidas |
|
| 39 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 22.6 mil M | +USD 430 M | 18 | 14.08% | Aumentadas |
|
| 40 |
California Public Employees Retirement System
Sacramento,
California
| USD 21.8 mil M | +USD 1900 M | 18 | 13.88% | Aumentadas |
|
| 41 |
American Century Companies
Kansas City,
Missouri
| USD 21.3 mil M | -USD 464 M | 21 | 11.55% | Reducidas |
|
| 42 |
Raymond James Financial
St Petersburg,
Florida
| USD 19.7 mil M | +USD 39.8 M | 40 | 6.79% | Aumentadas |
|
| 43 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 19.4 mil M | +USD 1182 M | 24 | 15.5% | Aumentadas |
|
| 44 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 19.3 mil M | +USD 77 M | 28 | 9.05% | Aumentadas |
|
| 45 |
Primecap Management
Pasadena,
California
| USD 17.6 mil M | +USD 52.9 M | 10 | 13.91% | Aumentadas |
|
| 46 |
Schroder Investment Management Group
London,
United Kingdom
| USD 16.9 mil M | +USD 1432 M | 18 | 14.3% | Aumentadas |
|
| 47 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 16.6 mil M | -USD 1052 M | 7 | 12.4% | Reducidas |
|
| 48 |
Sanders Capital
West Palm Beach,
Florida
| USD 16.5 mil M | +USD 57.6 M | 4 | 22.2% | Aumentadas |
|
| 49 |
Victory Capital Management
San Antonio,
Texas
| USD 16.5 mil M | +USD 8395 M | 25 | 10.62% | Aumentadas |
|
| 50 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 16.3 mil M | +USD 117 M | 13 | 14.11% | Aumentadas |
|