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 |
OppenheimerFunds
New York
| USD 3126 M | +USD 284 M | 6 | 3.69% | Aumentadas |
|
| 52 |
California Public Employees Retirement System
Sacramento,
California
| USD 3120 M | +USD 64.1 M | 12 | 4.46% | Aumentadas |
|
| 53 |
UBS
Zurich,
Switzerland
| USD 3008 M | +USD 613 M | 14 | 2.67% | Aumentadas |
|
| 54 |
BlackRock
New York
| USD 2936 M | -USD 78.6 M | 11 | 4.74% | Reducidas |
|
| 55 |
ValueAct Holdings
San Francisco,
California
| USD 2922 M | +USD 166 M | 1 | 22.06% | Aumentadas |
|
| 56 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2850 M | +USD 259 M | 11 | 4.92% | Aumentadas |
|
| 57 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2760 M | +USD 17.1 M | 9 | 6.7% | Aumentadas |
|
| 58 |
Magellan Asset Management
Sydney,
Australia
| USD 2740 M | +USD 50.9 M | 3 | 21.55% | Aumentadas |
|
| 59 |
Charles Schwab
San Francisco,
California
| USD 2689 M | +USD 123 M | 11 | 4.82% | Aumentadas |
|
| 60 |
Prudential Financial
Newark,
New Jersey
| USD 2668 M | +USD 179 M | 11 | 4.97% | Aumentadas |
|
| 61 |
BNP Paribas Financial Markets
Paris,
France
| USD 2643 M | +USD 112 M | 12 | 2.05% | Aumentadas |
|
| 62 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2610 M | +USD 55.9 M | 5 | 8.17% | Aumentadas |
|
| 63 |
Yacktman Asset Management
Austin,
Texas
| USD 2486 M | -USD 52.3 M | 2 | 10.36% | Reducidas |
|
| 64 |
HSBC Holdings
London,
United Kingdom
| USD 2468 M | +USD 690 M | 10 | 5.9% | Aumentadas |
|
| 65 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2422 M | +USD 541 M | 3 | 3.47% | Aumentadas |
|
| 66 |
ClearBridge Investments
New York
| USD 2347 M | +USD 50.2 M | 10 | 2.79% | Aumentadas |
|
| 67 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 2315 M | +USD 1038 M | 13 | 1.07% | Aumentadas |
|
| 68 |
Capital International Investors
Los Angeles,
California
| USD 2283 M | +USD 42.9 M | 5 | 6.14% | Aumentadas |
|
| 69 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2277 M | -USD 69.3 M | 8 | 5.98% | Reducidas |
|
| 70 |
Credit Suisse
Zurich,
Switzerland
| USD 2271 M | -USD 1375 M | 12 | 2.22% | Reducidas |
|
| 71 |
Brown Brothers Harriman & Co
New York
| USD 2261 M | -USD 2171 M | 8 | 9.65% | Reducidas |
|
| 72 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2238 M | -USD 62.1 M | 6 | 3.94% | Reducidas |
|
| 73 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 2222 M | -USD 330 M | 14 | 1.63% | Reducidas |
|
| 74 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 2205 M | -USD 639 k | 8 | 7.71% | Reducidas |
|
| 75 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 2187 M | -USD 830 M | 8 | 4.6% | Reducidas |
|