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 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 3243 M | +USD 815 M | 3 | 4.36% | Aumentadas |
|
| 52 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3234 M | +USD 14.3 M | 4 | 4.83% | Aumentadas |
|
| 53 |
Credit Suisse
Zurich,
Switzerland
| USD 3178 M | +USD 892 M | 12 | 2.6% | Aumentadas |
|
| 54 |
ValueAct Holdings
San Francisco,
California
| USD 3096 M | +USD 119 M | 1 | 22.88% | Aumentadas |
|
| 55 |
HSBC Holdings
London,
United Kingdom
| USD 2986 M | +USD 150 M | 11 | 6.46% | Aumentadas |
|
| 56 |
BlackRock
New York
| USD 2892 M | -USD 53.8 M | 11 | 4.3% | Reducidas |
|
| 57 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 2855 M | +USD 653 M | 9 | 5.86% | Aumentadas |
|
| 58 |
Fisher Asset Management
Camas,
Washington
| USD 2813 M | -USD 420 M | 5 | 5.91% | Reducidas |
|
| 59 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2764 M | +USD 229 k | 9 | 6.38% | Aumentadas |
|
| 60 |
Charles Schwab
San Francisco,
California
| USD 2736 M | +USD 44.3 M | 11 | 4.6% | Aumentadas |
|
| 61 |
Prudential Financial
Newark,
New Jersey
| USD 2700 M | +USD 20.4 M | 11 | 4.76% | Aumentadas |
|
| 62 |
UBS
Zurich,
Switzerland
| USD 2628 M | -USD 387 M | 14 | 2.06% | Reducidas |
|
| 63 |
Magellan Asset Management
Sydney,
Australia
| USD 2509 M | -USD 270 M | 3 | 18.91% | Reducidas |
|
| 64 |
Yacktman Asset Management
Austin,
Texas
| USD 2497 M | -USD 2.64 M | 2 | 10.15% | Reducidas |
|
| 65 |
Russell Frank Company
Seattle,
Washington
| USD 2429 M | -USD 90.1 M | 10 | 4.24% | Reducidas |
|
| 66 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2376 M | -USD 254 M | 3 | 7.24% | Reducidas |
|
| 67 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2367 M | +USD 161 M | 6 | 4.09% | Aumentadas |
|
| 68 |
Brown Brothers Harriman & Co
New York
| USD 2349 M | +USD 24.8 M | 8 | 9.52% | Aumentadas |
|
| 69 |
JSP
Jackson Square Partners
Larkspur,
California
| USD 2301 M | +USD 2218 M | 3 | 8.98% | Nuevas |
|
| 70 |
ClearBridge Investments
New York
| USD 2227 M | -USD 132 M | 9 | 2.51% | Reducidas |
|
| 71 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2200 M | -USD 78.5 M | 8 | 5.72% | Reducidas |
|
| 72 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 2117 M | +USD 114 M | 9 | 5.81% | Aumentadas |
|
| 73 |
Capital International Investors
Los Angeles,
California
| USD 2098 M | -USD 194 M | 5 | 5.42% | Reducidas |
|
| 74 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 2089 M | +USD 23.7 M | 11 | 5.25% | Aumentadas |
|
| 75 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| USD 2080 M | +USD 838 M | 8 | 4.34% | Aumentadas |
|