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 | |
|---|---|---|---|---|---|---|---|
| 51 |
New York State Common Retirement Fund
Albany,
New York
| USD 3304 M | -USD 108 M | 8 | 5.19% | Reducidas |
|
| 52 |
Managed Account Advisors
Jersey City,
New Jersey
| USD 3274 M | -USD 122 M | 11 | 4.39% | Reducidas |
|
| 53 |
OppenheimerFunds
New York
| USD 3195 M | -USD 4396 M | 5 | 3.88% | Reducidas |
|
| 54 |
Harris Associates
Chicago,
Illinois
| USD 3119 M | +USD 113 M | 4 | 5.57% | Aumentadas |
|
| 55 |
BlackRock
New York
| USD 2962 M | +USD 87.7 M | 11 | 4.83% | Aumentadas |
|
| 56 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 2945 M | -USD 130 M | 9 | 6.11% | Reducidas |
|
| 57 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2706 M | -USD 25.7 M | 2 | 7.98% | Reducidas |
|
| 58 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2698 M | -USD 56.3 M | 9 | 6.65% | Reducidas |
|
| 59 |
Magellan Asset Management
Sydney,
Australia
| USD 2525 M | +USD 57.8 M | 3 | 20.84% | Aumentadas |
|
| 60 |
Charles Schwab
San Francisco,
California
| USD 2512 M | -USD 33.7 M | 11 | 4.78% | Reducidas |
|
| 61 |
ValueAct Holdings
San Francisco,
California
| USD 2501 M | USD 0 | 1 | 20.69% | Mantenido |
|
| 62 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 2497 M | +USD 275 M | 13 | 1.77% | Aumentadas |
|
| 63 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2487 M | +USD 251 M | 11 | 4.46% | Aumentadas |
|
| 64 |
Prudential Financial
Newark,
New Jersey
| USD 2421 M | -USD 84.8 M | 10 | 4.81% | Reducidas |
|
| 65 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 2357 M | -USD 916 M | 8 | 8.09% | Reducidas |
|
| 66 |
Yacktman Asset Management
Austin,
Texas
| USD 2348 M | +USD 63.6 M | 2 | 9.63% | Aumentadas |
|
| 67 |
UBS
Zurich,
Switzerland
| USD 2326 M | +USD 146 M | 14 | 2.17% | Aumentadas |
|
| 68 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2310 M | -USD 73.2 M | 8 | 5.99% | Reducidas |
|
| 69 |
BNP Paribas Financial Markets
Paris,
France
| USD 2263 M | -USD 160 M | 12 | 1.65% | Reducidas |
|
| 70 |
ClearBridge Investments
New York
| USD 2245 M | +USD 128 M | 10 | 2.8% | Aumentadas |
|
| 71 |
Capital International Investors
Los Angeles,
California
| USD 2231 M | +USD 388 M | 5 | 6.93% | Aumentadas |
|
| 72 |
Russell Frank Company
Seattle,
Washington
| USD 2204 M | -USD 200 M | 11 | 4.05% | Reducidas |
|
| 73 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2195 M | +USD 109 M | 6 | 3.93% | Aumentadas |
|
| 74 |
Lansdowne Partners Limited Partnership
London,
United Kingdom
| USD 2187 M | +USD 91.8 M | 2 | 18.95% | Aumentadas |
|
| 75 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 2168 M | +USD 86.2 M | 7 | 3.49% | Aumentadas |
|