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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| USD 55.4 mil M | +USD 723 M | 12 | 4.87% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 50.2 mil M | +USD 129 M | 12 | 5.59% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 43.4 mil M | +USD 2596 M | 11 | 6.13% | Aumentadas |
|
| 4 |
Capital World Investors
Los Angeles,
California
| USD 30.4 mil M | +USD 1107 M | 6 | 8.55% | Aumentadas |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| USD 29.2 mil M | -USD 608 M | 13 | 5.16% | Reducidas |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 23.9 mil M | -USD 338 M | 11 | 5.47% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 23.9 mil M | -USD 1351 M | 7 | 8.83% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 19.9 mil M | -USD 134 M | 12 | 5.54% | Reducidas |
|
| 9 |
Northern Trust
Chicago,
Illinois
| USD 15.9 mil M | -USD 70.9 M | 12 | 5.1% | Reducidas |
|
| 10 |
JP Morgan Chase
New York
| USD 15.6 mil M | -USD 1420 M | 11 | 4.41% | Reducidas |
|
| 11 |
Invesco
Atlanta,
Georgia
| USD 14.9 mil M | +USD 623 M | 13 | 5.91% | Aumentadas |
|
| 12 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.8 mil M | USD 0 | 1 | 12.19% | Mantenido |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| USD 12.6 mil M | -USD 802 M | 12 | 3.64% | Reducidas |
|
| 14 |
BlackRock Fund Advisors
San Francisco,
California
| USD 12 mil M | +USD 477 M | 12 | 3.63% | Aumentadas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 8871 M | -USD 553 M | 11 | 5.11% | Reducidas |
|
| 16 |
Morgan Stanley
New York
| USD 8839 M | +USD 691 M | 14 | 3.76% | Aumentadas |
|
| 17 |
BlackRock Group
London,
United Kingdom
| USD 8675 M | -USD 580 M | 11 | 5.59% | Reducidas |
|
| 18 |
TIAA CREF Investment Management
New York
| USD 8430 M | +USD 23.3 M | 12 | 6.05% | Aumentadas |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| USD 8289 M | +USD 248 M | 12 | 5.75% | Aumentadas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 8210 M | +USD 265 M | 14 | 3.56% | Aumentadas |
|
| 21 |
Goldman Sachs
New York
| USD 7547 M | +USD 457 M | 14 | 2.48% | Aumentadas |
|
| 22 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 7318 M | -USD 359 M | 7 | 17.76% | Reducidas |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 7190 M | +USD 201 M | 7 | 4.03% | Aumentadas |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| USD 6942 M | +USD 276 M | 12 | 4.21% | Aumentadas |
|
| 25 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 6620 M | -USD 621 M | 5 | 15.64% | Reducidas |
|