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 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3338 M | -USD 365 M | 12 | 3.98% | Reducidas |
|
| 52 |
ValueAct Holdings
San Francisco,
California
| USD 3323 M | USD 0 | 1 | 17.5% | Mantenido |
|
| 53 |
American Century Companies
Kansas City,
Missouri
| USD 3316 M | +USD 270 M | 10 | 3.73% | Aumentadas |
|
| 54 |
Sands Capital Management
Arlington,
Virginia
| USD 3311 M | -USD 444 M | 2 | 8.13% | Reducidas |
|
| 55 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 3281 M | -USD 49.9 M | 3 | 4.47% | Reducidas |
|
| 56 |
Charles Schwab
San Francisco,
California
| USD 3254 M | -USD 14.2 M | 12 | 4.49% | Reducidas |
|
| 57 |
HSBC Holdings
London,
United Kingdom
| USD 3236 M | -USD 858 M | 12 | 6.6% | Reducidas |
|
| 58 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3218 M | +USD 160 M | 3 | 4.9% | Aumentadas |
|
| 59 |
Fisher Asset Management
Camas,
Washington
| USD 3202 M | +USD 153 M | 6 | 6.22% | Aumentadas |
|
| 60 |
California Public Employees Retirement System
Sacramento,
California
| USD 3199 M | -USD 226 M | 14 | 4.8% | Reducidas |
|
| 61 |
Allianz Asset Management
Munich,
Germany
| USD 3175 M | -USD 32.1 M | 10 | 3.38% | Reducidas |
|
| 62 |
Credit Suisse
Zurich,
Switzerland
| USD 3121 M | -USD 2.96 M | 14 | 3.04% | Reducidas |
|
| 63 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 3111 M | +USD 35.9 M | 10 | 5.59% | Aumentadas |
|
| 64 |
Capital International Investors
Los Angeles,
California
| USD 3056 M | +USD 386 M | 5 | 5.18% | Aumentadas |
|
| 65 |
Brown Brothers Harriman & Co
New York
| USD 2936 M | +USD 12.9 M | 9 | 13.74% | Aumentadas |
|
| 66 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2782 M | -USD 15.3 M | 10 | 6.37% | Reducidas |
|
| 67 |
BlackRock
New York
| USD 2765 M | -USD 218 M | 13 | 4.1% | Reducidas |
|
| 68 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 2675 M | +USD 255 M | 14 | 1.85% | Aumentadas |
|
| 69 |
ClearBridge Investments
New York
| USD 2594 M | -USD 63.3 M | 10 | 2.74% | Reducidas |
|
| 70 |
Russell Frank Company
Seattle,
Washington
| USD 2504 M | +USD 189 M | 13 | 4.02% | Aumentadas |
|
| 71 |
Neuberger Berman Group
New York
| USD 2494 M | -USD 225 M | 10 | 2.77% | Reducidas |
|
| 72 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2458 M | +USD 57.4 M | 3 | 8.17% | Aumentadas |
|
| 73 |
Schroder Investment Management Group
London,
United Kingdom
| USD 2453 M | +USD 256 M | 11 | 4.82% | Aumentadas |
|
| 74 |
Silver Lake Group
Menlo Park,
California
| USD 2450 M | -USD 1.09 M | 1 | 32.6% | Reducidas |
|
| 75 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 2415 M | +USD 282 M | 11 | 7.89% | Aumentadas |
|