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 |
Harris Associates
Chicago,
Illinois
| USD 4401 M | -USD 512 M | 4 | 8.72% | Reducidas |
|
| 52 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 4376 M | +USD 58.2 M | 19 | 2.47% | Aumentadas |
|
| 53 |
UBS Group
Zurich,
Switzerland
| USD 4323 M | +USD 17.3 M | 21 | 2.58% | Aumentadas |
|
| 54 |
Magellan Asset Management
Sydney,
Australia
| USD 4304 M | -USD 169 M | 5 | 21.58% | Reducidas |
|
| 55 |
Temasek Holdings
Singapore
| USD 4185 M | -USD 1345 M | 1 | 33.9% | Reducidas |
|
| 56 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 4137 M | +USD 79.5 M | 12 | 8.57% | Aumentadas |
|
| 57 |
California Public Employees Retirement System
Sacramento,
California
| USD 4084 M | -USD 187 M | 15 | 6.71% | Reducidas |
|
| 58 |
Fidelity International
Hamilton,
Bermuda
| USD 4018 M | +USD 107 M | 12 | 12.03% | Aumentadas |
|
| 59 |
HSBC Holdings
London,
United Kingdom
| USD 3998 M | +USD 1174 M | 14 | 9.95% | Aumentadas |
|
| 60 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 3933 M | +USD 286 M | 17 | 4.3% | Aumentadas |
|
| 61 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3900 M | -USD 266 M | 18 | 5.78% | Reducidas |
|
| 62 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 3876 M | +USD 34.6 M | 15 | 5.81% | Aumentadas |
|
| 63 |
BlackRock
New York
| USD 3869 M | +USD 95.9 M | 18 | 5.55% | Aumentadas |
|
| 64 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3869 M | -USD 240 M | 6 | 16.86% | Reducidas |
|
| 65 |
Dimensional Fund Advisors
Austin,
Texas
| USD 3823 M | +USD 158 M | 13 | 2.07% | Aumentadas |
|
| 66 |
First Eagle Investment Management
New York
| USD 3806 M | -USD 205 M | 8 | 9.61% | Reducidas |
|
| 67 |
ClearBridge Investments
New York
| USD 3803 M | +USD 96.2 M | 12 | 4.28% | Aumentadas |
|
| 68 |
Capital International Investors
Los Angeles,
California
| USD 3693 M | -USD 253 M | 8 | 5.36% | Reducidas |
|
| 69 |
APG Asset Management
Amsterdam,
Netherlands
| USD 3645 M | +USD 160 M | 12 | 6.4% | Aumentadas |
|
| 70 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 3616 M | -USD 162 M | 7 | 7.48% | Reducidas |
|
| 71 |
Prudential Financial
Newark,
New Jersey
| USD 3603 M | -USD 102 M | 12 | 5.95% | Reducidas |
|
| 72 |
Fred Alger Management
New York
| USD 3473 M | +USD 146 M | 9 | 17.83% | Aumentadas |
|
| 73 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3466 M | USD 0 | 4 | 5.15% | Mantenido |
|
| 74 |
Teachers Advisors
New York
| USD 3401 M | +USD 64.3 M | 18 | 5.65% | Aumentadas |
|
| 75 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3356 M | +USD 549 M | 7 | 6.68% | Aumentadas |
|