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 |
UBS Group
Zurich,
Switzerland
| USD 4233 M | +USD 261 M | 17 | 2.75% | Aumentadas |
|
| 52 |
Davis Selected Advisers
Tucson,
Arizona
| USD 4202 M | -USD 426 M | 7 | 17.53% | Reducidas |
|
| 53 |
Viking Global Investors
Stamford,
Connecticut
| USD 4180 M | -USD 780 M | 4 | 15.76% | Reducidas |
|
| 54 |
Magellan Asset Management
Sydney,
Australia
| USD 4145 M | -USD 360 M | 5 | 23.21% | Reducidas |
|
| 55 |
California Public Employees Retirement System
Sacramento,
California
| USD 4076 M | +USD 1292 M | 16 | 6.44% | Aumentadas |
|
| 56 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 4000 M | -USD 1994 M | 10 | 14.38% | Reducidas |
|
| 57 |
Temasek Holdings
Singapore
| USD 3864 M | -USD 43.1 M | 1 | 29.34% | Reducidas |
|
| 58 |
BlackRock
New York
| USD 3717 M | +USD 65.1 M | 16 | 5.45% | Aumentadas |
|
| 59 |
Credit Suisse
Zurich,
Switzerland
| USD 3704 M | +USD 1449 M | 17 | 4.25% | Aumentadas |
|
| 60 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3673 M | -USD 260 M | 14 | 3.49% | Reducidas |
|
| 61 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3632 M | +USD 867 M | 4 | 15.52% | Aumentadas |
|
| 62 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 3532 M | +USD 191 M | 5 | 12.62% | Aumentadas |
|
| 63 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 3521 M | +USD 29.5 M | 13 | 8.04% | Aumentadas |
|
| 64 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 3509 M | +USD 246 M | 18 | 2.31% | Aumentadas |
|
| 65 |
Prudential Financial
Newark,
New Jersey
| USD 3416 M | +USD 294 M | 12 | 6.18% | Aumentadas |
|
| 66 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 3241 M | +USD 235 M | 15 | 5.53% | Aumentadas |
|
| 67 |
Russell Frank Company
Seattle,
Washington
| USD 3163 M | +USD 135 M | 16 | 5.53% | Aumentadas |
|
| 68 |
ClearBridge Investments
New York
| USD 3142 M | -USD 98.5 M | 13 | 3.64% | Reducidas |
|
| 69 |
ValueAct Holdings
San Francisco,
California
| USD 3141 M | -USD 981 M | 1 | 21.75% | Reducidas |
|
| 70 |
Dimensional Fund Advisors
Austin,
Texas
| USD 3112 M | +USD 491 M | 13 | 1.94% | Aumentadas |
|
| 71 |
Brown Brothers Harriman & Co
New York
| USD 3091 M | -USD 529 M | 10 | 16.29% | Reducidas |
|
| 72 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 3090 M | +USD 960 M | 15 | 3.69% | Aumentadas |
|
| 73 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3087 M | +USD 75 M | 4 | 5% | Aumentadas |
|
| 74 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 3080 M | -USD 105 M | 4 | 4.59% | Reducidas |
|
| 75 |
Fred Alger Management
New York
| USD 3076 M | +USD 625 M | 9 | 14.96% | Aumentadas |
|