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 57.4 mil M | +USD 1065 M | 12 | 4.83% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 47.4 mil M | -USD 3691 M | 12 | 5.39% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 44.5 mil M | +USD 1078 M | 11 | 6.18% | Aumentadas |
|
| 4 |
Capital World Investors
Los Angeles,
California
| USD 30.9 mil M | +USD 1337 M | 5 | 8.8% | Aumentadas |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| USD 30 mil M | +USD 325 M | 12 | 5.17% | Aumentadas |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 23.6 mil M | +USD 539 M | 11 | 5.3% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 22.9 mil M | -USD 523 M | 7 | 8.29% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 20.5 mil M | -USD 53.9 M | 12 | 5.57% | Reducidas |
|
| 9 |
Northern Trust
Chicago,
Illinois
| USD 16 mil M | -USD 180 M | 12 | 5.03% | Reducidas |
|
| 10 |
JP Morgan Chase
New York
| USD 15.3 mil M | -USD 293 M | 11 | 4.22% | Reducidas |
|
| 11 |
Invesco
Atlanta,
Georgia
| USD 14.2 mil M | -USD 805 M | 13 | 5.77% | Reducidas |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| USD 13.8 mil M | +USD 580 M | 12 | 3.84% | Aumentadas |
|
| 13 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 13.2 mil M | +USD 42.9 M | 1 | 12.44% | Aumentadas |
|
| 14 |
BlackRock Fund Advisors
San Francisco,
California
| USD 12.4 mil M | +USD 217 M | 11 | 3.68% | Aumentadas |
|
| 15 |
BlackRock Group
London,
United Kingdom
| USD 8920 M | +USD 90.9 M | 11 | 5.59% | Aumentadas |
|
| 16 |
Norges Bank
Oslo,
Norway
| USD 8903 M | -USD 145 M | 11 | 5.02% | Reducidas |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| USD 8439 M | +USD 18.9 M | 12 | 5.66% | Aumentadas |
|
| 18 |
TIAA CREF Investment Management
New York
| USD 8317 M | -USD 235 M | 12 | 5.99% | Reducidas |
|
| 19 |
Wells Fargo
San Francisco,
California
| USD 8276 M | +USD 59.8 M | 14 | 3.52% | Aumentadas |
|
| 20 |
Morgan Stanley
New York
| USD 7779 M | -USD 927 M | 14 | 3.26% | Reducidas |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 7506 M | +USD 86.5 M | 7 | 4.1% | Aumentadas |
|
| 22 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 7125 M | -USD 514 M | 6 | 18.58% | Reducidas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 7015 M | -USD 60.4 M | 12 | 4.21% | Reducidas |
|
| 24 |
Goldman Sachs
New York
| USD 6985 M | -USD 613 M | 14 | 2.28% | Reducidas |
|
| 25 |
Primecap Management
Pasadena,
California
| USD 6615 M | -USD 190 M | 7 | 7.49% | Reducidas |
|