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 58.1 mil M | +USD 710 M | 12 | 4.58% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 47.6 mil M | +USD 324 M | 12 | 5.14% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 44.9 mil M | -USD 344 M | 11 | 6.02% | Reducidas |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| USD 29.6 mil M | -USD 447 M | 12 | 4.91% | Reducidas |
|
| 5 |
Capital World Investors
Los Angeles,
California
| USD 28.8 mil M | -USD 2067 M | 4 | 7.94% | Reducidas |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 23.9 mil M | +USD 71.1 M | 11 | 5.15% | Aumentadas |
|
| 7 |
Bank of New York Mellon
New York
| USD 19.8 mil M | -USD 720 M | 12 | 5.34% | Reducidas |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| USD 19.7 mil M | -USD 3222 M | 7 | 6.88% | Reducidas |
|
| 9 |
Norges Bank
Oslo,
Norway
| USD 17.6 mil M | +USD 8546 M | 11 | 4.75% | Aumentadas |
|
| 10 |
Northern Trust
Chicago,
Illinois
| USD 16 mil M | -USD 18.6 M | 13 | 4.98% | Reducidas |
|
| 11 |
JP Morgan Chase
New York
| USD 15.7 mil M | +USD 185 M | 12 | 3.98% | Aumentadas |
|
| 12 |
Invesco
Atlanta,
Georgia
| USD 13.9 mil M | -USD 490 M | 13 | 5.46% | Reducidas |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| USD 12.8 mil M | -USD 1118 M | 11 | 3.44% | Reducidas |
|
| 14 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.7 mil M | +USD 342 M | 1 | 11.82% | Aumentadas |
|
| 15 |
BlackRock Fund Advisors
San Francisco,
California
| USD 12.4 mil M | -USD 43.9 M | 11 | 3.49% | Reducidas |
|
| 16 |
BlackRock Group
London,
United Kingdom
| USD 9194 M | +USD 237 M | 11 | 5.29% | Aumentadas |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| USD 8350 M | -USD 92.7 M | 12 | 5.4% | Reducidas |
|
| 18 |
TIAA CREF Investment Management
New York
| USD 8065 M | -USD 254 M | 12 | 5.61% | Reducidas |
|
| 19 |
Wells Fargo
San Francisco,
California
| USD 7887 M | -USD 413 M | 13 | 3.25% | Reducidas |
|
| 20 |
Morgan Stanley
New York
| USD 7652 M | -USD 171 M | 14 | 3% | Reducidas |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 7400 M | -USD 81.4 M | 6 | 3.87% | Reducidas |
|
| 22 |
Goldman Sachs
New York
| USD 7384 M | +USD 328 M | 13 | 2.31% | Aumentadas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 7204 M | +USD 200 M | 14 | 4.25% | Aumentadas |
|
| 24 |
Dodge & Cox
San Francisco,
California
| USD 6853 M | +USD 737 M | 4 | 6.54% | Aumentadas |
|
| 25 |
Primecap Management
Pasadena,
California
| USD 6694 M | -USD 71.2 M | 6 | 7.33% | Reducidas |
|