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 |
California Public Employees Retirement System
Sacramento,
California
| USD 3265 M | USD 0 | 14 | 4.51% | Mantenido |
|
| 52 |
Charles Schwab
San Francisco,
California
| USD 3179 M | +USD 257 M | 11 | 4.47% | Aumentadas |
|
| 53 |
Allianz Asset Management
Munich,
Germany
| USD 3100 M | +USD 13.7 M | 10 | 3.54% | Aumentadas |
|
| 54 |
Credit Suisse
Zurich,
Switzerland
| USD 3073 M | -USD 811 M | 13 | 3.1% | Reducidas |
|
| 55 |
ValueAct Holdings
San Francisco,
California
| USD 3060 M | +USD 45 M | 1 | 16.91% | Aumentadas |
|
| 56 |
American Century Companies
Kansas City,
Missouri
| USD 3041 M | +USD 104 M | 10 | 3.39% | Aumentadas |
|
| 57 |
OppenheimerFunds
New York
| USD 3033 M | +USD 197 M | 9 | 3.39% | Aumentadas |
|
| 58 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3031 M | +USD 171 M | 3 | 4.53% | Aumentadas |
|
| 59 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 2997 M | +USD 258 M | 9 | 5.41% | Aumentadas |
|
| 60 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 2986 M | +USD 318 M | 8 | 8.28% | Aumentadas |
|
| 61 |
Brown Brothers Harriman & Co
New York
| USD 2958 M | +USD 41.5 M | 8 | 13.38% | Aumentadas |
|
| 62 |
Fisher Asset Management
Camas,
Washington
| USD 2897 M | +USD 28.5 M | 5 | 5.79% | Aumentadas |
|
| 63 |
BlackRock
New York
| USD 2895 M | -USD 38.7 M | 12 | 4% | Reducidas |
|
| 64 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 2875 M | +USD 141 M | 5 | 3.99% | Aumentadas |
|
| 65 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2717 M | +USD 95.3 M | 10 | 6.3% | Aumentadas |
|
| 66 |
Neuberger Berman Group
New York
| USD 2692 M | -USD 198 M | 10 | 2.87% | Reducidas |
|
| 67 |
ClearBridge Investments
New York
| USD 2575 M | +USD 341 M | 10 | 2.67% | Aumentadas |
|
| 68 |
Capital International Investors
Los Angeles,
California
| USD 2565 M | -USD 20 M | 5 | 4.66% | Reducidas |
|
| 69 |
Silver Lake Group
Menlo Park,
California
| USD 2480 M | -USD 2246 M | 1 | 49.2% | Reducidas |
|
| 70 |
Nordea Investment Management
Stockholm,
Sweden
| USD 2422 M | +USD 200 M | 11 | 8.7% | Aumentadas |
|
| 71 |
Prudential Financial
Newark,
New Jersey
| USD 2404 M | -USD 78.2 M | 10 | 4.17% | Reducidas |
|
| 72 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 2400 M | -USD 44.3 M | 7 | 4.31% | Reducidas |
|
| 73 |
Yacktman Asset Management
Austin,
Texas
| USD 2389 M | -USD 150 M | 2 | 11% | Reducidas |
|
| 74 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2359 M | +USD 160 M | 3 | 7.27% | Aumentadas |
|
| 75 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 2357 M | +USD 30.4 M | 16 | 1.65% | Aumentadas |
|