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 |
Dimensional Fund Advisors
Austin,
Texas
| USD 4688 M | +USD 171 M | 14 | 2.24% | Aumentadas |
|
| 52 |
Allianz Asset Management
Munich,
Germany
| USD 4644 M | -USD 458 M | 12 | 4.54% | Reducidas |
|
| 53 |
Harris Associates
Chicago,
Illinois
| USD 4596 M | -USD 6.15 M | 4 | 8.4% | Reducidas |
|
| 54 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 4442 M | +USD 286 M | 20 | 4.21% | Aumentadas |
|
| 55 |
First Eagle Investment Management
New York
| USD 4338 M | +USD 47.1 M | 7 | 10.7% | Aumentadas |
|
| 56 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 4337 M | +USD 3.03 M | 12 | 8.63% | Aumentadas |
|
| 57 |
Magellan Asset Management
Sydney,
Australia
| USD 4256 M | +USD 129 M | 4 | 18.79% | Aumentadas |
|
| 58 |
Capital International Investors
Los Angeles,
California
| USD 4205 M | +USD 84.7 M | 9 | 5.71% | Aumentadas |
|
| 59 |
Fidelity International
Hamilton,
Bermuda
| USD 4134 M | +USD 101 M | 11 | 11.63% | Aumentadas |
|
| 60 |
California Public Employees Retirement System
Sacramento,
California
| USD 4063 M | -USD 125 M | 15 | 6.63% | Reducidas |
|
| 61 |
Temasek Holdings
Singapore
| USD 3944 M | +USD 2.3 M | 2 | 29.41% | Aumentadas |
|
| 62 |
Teachers Advisors
New York
| USD 3910 M | +USD 120 M | 18 | 5.69% | Aumentadas |
|
| 63 |
Prudential Financial
Newark,
New Jersey
| USD 3884 M | +USD 62.6 M | 12 | 6.06% | Aumentadas |
|
| 64 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3778 M | +USD 5.17 M | 5 | 5.29% | Aumentadas |
|
| 65 |
Davis Selected Advisers
Tucson,
Arizona
| USD 3726 M | -USD 226 M | 7 | 16.07% | Reducidas |
|
| 66 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 3652 M | -USD 118 M | 7 | 7.13% | Reducidas |
|
| 67 |
AQR Capital Management
Greenwich,
Connecticut
| USD 3589 M | -USD 189 M | 13 | 4.77% | Reducidas |
|
| 68 |
Russell Investments Group
London,
United Kingdom
| USD 3557 M | +USD 317 M | 17 | 6.53% | Aumentadas |
|
| 69 |
APG Asset Management
Amsterdam,
Netherlands
| USD 3525 M | -USD 224 M | 12 | 6.46% | Reducidas |
|
| 70 |
Principal Financial Group
Des Moines,
Iowa
| USD 3408 M | -USD 111 k | 13 | 4.1% | Reducidas |
|
| 71 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 3404 M | -USD 152 M | 17 | 6.88% | Reducidas |
|
| 72 |
Boston Partners
Boston,
Massachusetts
| USD 3359 M | +USD 270 M | 9 | 4.29% | Aumentadas |
|
| 73 |
Fred Alger Management
New York
| USD 3325 M | -USD 409 M | 10 | 16.55% | Reducidas |
|
| 74 |
Parametric Portfolio Associates
Seattle,
Washington
| USD 3315 M | -USD 933 M | 16 | 5.06% | Reducidas |
|
| 75 |
Waddell & Reed Financial
Overland Park,
Kansas
| USD 3302 M | -USD 227 M | 7 | 7.02% | Reducidas |
|