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 4505 M | +USD 160 M | 22 | 2.49% | Aumentadas |
|
| 52 |
Credit Suisse
Zurich,
Switzerland
| USD 4276 M | -USD 755 M | 18 | 4.26% | Reducidas |
|
| 53 |
ClearBridge Investments
New York
| USD 4275 M | +USD 347 M | 12 | 4.7% | Aumentadas |
|
| 54 |
Harris Associates
Chicago,
Illinois
| USD 4163 M | -USD 219 M | 4 | 8.02% | Reducidas |
|
| 55 |
Dimensional Fund Advisors
Austin,
Texas
| USD 4132 M | +USD 296 M | 14 | 2.06% | Aumentadas |
|
| 56 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 3921 M | +USD 27.9 M | 15 | 5.46% | Aumentadas |
|
| 57 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 3918 M | -USD 141 M | 12 | 8.22% | Reducidas |
|
| 58 |
First Eagle Investment Management
New York
| USD 3859 M | +USD 39.3 M | 8 | 9.8% | Aumentadas |
|
| 59 |
California Public Employees Retirement System
Sacramento,
California
| USD 3825 M | -USD 241 M | 16 | 6.42% | Reducidas |
|
| 60 |
Capital International Investors
Los Angeles,
California
| USD 3782 M | +USD 16.6 M | 8 | 5.46% | Aumentadas |
|
| 61 |
Magellan Asset Management
Sydney,
Australia
| USD 3777 M | -USD 594 M | 4 | 17.72% | Reducidas |
|
| 62 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 3773 M | -USD 37.6 M | 20 | 5.37% | Reducidas |
|
| 63 |
BlackRock
New York
| USD 3768 M | -USD 73.3 M | 19 | 5.33% | Reducidas |
|
| 64 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 3762 M | -USD 81.4 M | 17 | 3.96% | Reducidas |
|
| 65 |
HSBC Holdings
London,
United Kingdom
| USD 3686 M | +USD 22.3 M | 16 | 8.6% | Aumentadas |
|
| 66 |
Fidelity International
Hamilton,
Bermuda
| USD 3588 M | -USD 280 M | 11 | 10.52% | Reducidas |
|
| 67 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3579 M | +USD 5.27 M | 5 | 5.1% | Aumentadas |
|
| 68 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3533 M | -USD 158 M | 7 | 15.47% | Reducidas |
|
| 69 |
Prudential Financial
Newark,
New Jersey
| USD 3487 M | -USD 86.5 M | 12 | 5.61% | Reducidas |
|
| 70 |
AQR Capital Management
Greenwich,
Connecticut
| USD 3482 M | +USD 526 M | 14 | 4.8% | Aumentadas |
|
| 71 |
Teachers Advisors
New York
| USD 3449 M | +USD 73.3 M | 18 | 5.41% | Aumentadas |
|
| 72 |
Fred Alger Management
New York
| USD 3381 M | -USD 21.6 M | 10 | 18.4% | Reducidas |
|
| 73 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3337 M | +USD 143 M | 7 | 6.93% | Aumentadas |
|
| 74 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 3261 M | -USD 79 M | 17 | 6.64% | Reducidas |
|
| 75 |
Temasek Holdings
Singapore
| USD 3214 M | -USD 291 M | 2 | 25.72% | Reducidas |
|