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 |
Schroder Investment Management Group
London,
United Kingdom
| USD 16.7 mil M | -USD 1101 M | 18 | 13.73% | Reducidas |
|
| 52 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 16.7 mil M | +USD 1874 M | 21 | 10.79% | Aumentadas |
|
| 53 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 16.6 mil M | +USD 12 mil M | 2 | 6.32% | Aumentadas |
|
| 54 |
Primecap Management
Pasadena,
California
| USD 16 mil M | -USD 238 M | 10 | 12.59% | Reducidas |
|
| 55 |
Swedbank
Stockholm,
Sweden
| USD 15.9 mil M | +USD 124 M | 15 | 16.73% | Aumentadas |
|
| 56 |
Principal Financial Group
Des Moines,
Iowa
| USD 15.8 mil M | +USD 228 M | 22 | 8.44% | Aumentadas |
|
| 57 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 15.5 mil M | -USD 196 M | 17 | 13.78% | Reducidas |
|
| 58 |
Dodge & Cox
San Francisco,
California
| USD 15.4 mil M | +USD 1580 M | 7 | 8.46% | Aumentadas |
|
| 59 |
BNP Paribas Financial Markets
Paris,
France
| USD 15 mil M | +USD 490 M | 37 | 7.27% | Aumentadas |
|
| 60 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 14.8 mil M | -USD 363 M | 33 | 12.68% | Reducidas |
|
| 61 |
Vanguard Asset Management
London, Ec4n 8af,
| USD 14.8 mil M | +USD 16.2 mil M | 25 | 12.65% | Nuevas |
|
| 62 |
Neuberger Berman Group
New York
| USD 14.7 mil M | -USD 13.1 M | 22 | 11.2% | Reducidas |
|
| 63 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 14.4 mil M | +USD 246 M | 9 | 19.41% | Aumentadas |
|
| 64 |
Nordea Investment Management
Stockholm,
Sweden
| USD 14 mil M | -USD 136 M | 22 | 13.08% | Reducidas |
|
| 65 |
Victory Capital Management
San Antonio,
Texas
| USD 13.8 mil M | -USD 4169 M | 26 | 8.85% | Reducidas |
|
| 66 |
LPL Financial
San Diego,
California
| USD 13.1 mil M | +USD 313 M | 31 | 3.47% | Aumentadas |
|
| 67 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 13 mil M | +USD 943 M | 7 | 8.98% | Aumentadas |
|
| 68 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 12.8 mil M | -USD 320 M | 29 | 13.56% | Reducidas |
|
| 69 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 12.8 mil M | +USD 1566 M | 29 | 11.45% | Aumentadas |
|
| 70 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 12.7 mil M | +USD 1575 M | 19 | 19.35% | Aumentadas |
|
| 71 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 12.7 mil M | -USD 1227 M | 8 | 12.98% | Reducidas |
|
| 72 |
AQR Capital Management
Greenwich,
Connecticut
| USD 12.4 mil M | +USD 3471 M | 30 | 5.67% | Aumentadas |
|
| 73 |
Envestnet Asset Management
Chicago,
Illinois
| USD 12.1 mil M | +USD 1097 M | 26 | 3.25% | Aumentadas |
|
| 74 |
SG Americas Securities
New York
| USD 12 mil M | +USD 4022 M | 27 | 12.91% | Aumentadas |
|
| 75 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 11.8 mil M | -USD 256 M | 29 | 10.17% | Reducidas |
|