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 |
Fisher Asset Management
Camas,
Washington
| USD 3506 M | +USD 61.1 M | 6 | 7.3% | Aumentadas |
|
| 52 |
Charles Schwab
San Francisco,
California
| USD 3403 M | +USD 41.7 M | 13 | 5.02% | Aumentadas |
|
| 53 |
ValueAct Holdings
San Francisco,
California
| USD 3332 M | +USD 74.6 k | 1 | 19.37% | Aumentadas |
|
| 54 |
UBS Group
Zurich,
Switzerland
| USD 3306 M | -USD 159 M | 16 | 2.34% | Reducidas |
|
| 55 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3251 M | -USD 294 M | 12 | 3.43% | Reducidas |
|
| 56 |
Brown Brothers Harriman & Co
New York
| USD 3131 M | +USD 124 M | 9 | 15.94% | Aumentadas |
|
| 57 |
BlackRock
New York
| USD 3064 M | +USD 178 M | 13 | 4.8% | Aumentadas |
|
| 58 |
Capital International Investors
Los Angeles,
California
| USD 3059 M | -USD 80.7 M | 5 | 5.55% | Reducidas |
|
| 59 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3015 M | USD 0 | 3 | 5.07% | Mantenido |
|
| 60 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 2922 M | +USD 40.4 k | 11 | 7.12% | Aumentadas |
|
| 61 |
Temasek Holdings
Singapore
| USD 2836 M | -USD 642 M | 1 | 26.92% | Reducidas |
|
| 62 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 2832 M | -USD 294 M | 4 | 4.35% | Reducidas |
|
| 63 |
ClearBridge Investments
New York
| USD 2813 M | +USD 128 M | 10 | 3.37% | Aumentadas |
|
| 64 |
Schroder Investment Management Group
London,
United Kingdom
| USD 2783 M | +USD 392 M | 10 | 5.88% | Aumentadas |
|
| 65 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 2694 M | -USD 98.2 M | 16 | 2.02% | Reducidas |
|
| 66 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 2616 M | -USD 46.4 M | 3 | 9.53% | Reducidas |
|
| 67 |
Prudential Financial
Newark,
New Jersey
| USD 2595 M | +USD 133 M | 9 | 5.12% | Aumentadas |
|
| 68 |
Eaton Vance Management
Boston,
Massachusetts
| USD 2559 M | +USD 158 M | 9 | 7.88% | Aumentadas |
|
| 69 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 2542 M | +USD 331 M | 13 | 4.96% | Aumentadas |
|
| 70 |
Russell Frank Company
Seattle,
Washington
| USD 2495 M | -USD 77.7 M | 12 | 4.66% | Reducidas |
|
| 71 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 2370 M | -USD 733 M | 8 | 4.59% | Reducidas |
|
| 72 |
California Public Employees Retirement System
Sacramento,
California
| USD 2327 M | -USD 816 M | 13 | 3.95% | Reducidas |
|
| 73 |
Neuberger Berman Group
New York
| USD 2305 M | -USD 192 M | 9 | 2.97% | Reducidas |
|
| 74 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 2267 M | +USD 5.77 M | 8 | 6.36% | Aumentadas |
|
| 75 |
Swiss National Bank
Zurich,
Switzerland
| USD 2247 M | +USD 209 M | 10 | 5.77% | Aumentadas |
|