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 3959 M | -USD 94.6 M | 15 | 6.38% | Reducidas |
|
| 52 |
Schroder Investment Management Group
London,
United Kingdom
| USD 3957 M | +USD 878 M | 11 | 8.18% | Aumentadas |
|
| 53 |
First Eagle Investment Management
New York
| USD 3902 M | -USD 538 M | 8 | 9.92% | Reducidas |
|
| 54 |
UBS Group
Zurich,
Switzerland
| USD 3892 M | -USD 282 M | 18 | 2.61% | Reducidas |
|
| 55 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3792 M | -USD 162 M | 7 | 16.78% | Reducidas |
|
| 56 |
Credit Suisse
Zurich,
Switzerland
| USD 3781 M | +USD 107 M | 16 | 4.55% | Aumentadas |
|
| 57 |
Capital International Investors
Los Angeles,
California
| USD 3777 M | -USD 606 M | 7 | 5.79% | Reducidas |
|
| 58 |
Temasek Holdings
Singapore
| USD 3758 M | USD 0 | 1 | 29.61% | Mantenido |
|
| 59 |
Swiss National Bank
Zurich,
Switzerland
| USD 3737 M | +USD 1050 M | 13 | 6.86% | Aumentadas |
|
| 60 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3737 M | +USD 139 M | 16 | 3.22% | Aumentadas |
|
| 61 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3676 M | +USD 237 M | 4 | 18.29% | Aumentadas |
|
| 62 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 3622 M | +USD 166 M | 17 | 2.25% | Aumentadas |
|
| 63 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 3519 M | +USD 50.1 M | 13 | 7.9% | Aumentadas |
|
| 64 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 3486 M | -USD 417 M | 11 | 13.02% | Reducidas |
|
| 65 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 3463 M | +USD 217 M | 15 | 5.6% | Aumentadas |
|
| 66 |
Fidelity International
Hamilton,
Bermuda
| USD 3449 M | +USD 291 M | 11 | 10.68% | Aumentadas |
|
| 67 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3302 M | USD 0 | 4 | 5.19% | Mantenido |
|
| 68 |
Dimensional Fund Advisors
Austin,
Texas
| USD 3258 M | +USD 118 M | 13 | 1.95% | Aumentadas |
|
| 69 |
Prudential Financial
Newark,
New Jersey
| USD 3243 M | -USD 131 M | 12 | 5.8% | Reducidas |
|
| 70 |
ClearBridge Investments
New York
| USD 3238 M | +USD 118 M | 12 | 3.87% | Aumentadas |
|
| 71 |
Brown Brothers Harriman & Co
New York
| USD 3186 M | -USD 4.19 M | 11 | 16.45% | Reducidas |
|
| 72 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 3131 M | -USD 108 M | 4 | 4.79% | Reducidas |
|
| 73 |
ValueAct Holdings
San Francisco,
California
| USD 3127 M | USD 0 | 1 | 31.21% | Mantenido |
|
| 74 |
BlackRock
New York
| USD 3091 M | -USD 555 M | 16 | 4.97% | Reducidas |
|
| 75 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 3072 M | +USD 364 M | 14 | 6.56% | Aumentadas |
|