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 61.6 mil M | +USD 1938 M | 12 | 4.43% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 50.5 mil M | +USD 1856 M | 13 | 5.03% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 41.3 mil M | -USD 3323 M | 12 | 5.37% | Reducidas |
|
| 4 |
Capital World Investors
Los Angeles,
California
| USD 30.4 mil M | +USD 1391 M | 5 | 8.25% | Aumentadas |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| USD 30 mil M | +USD 52.2 M | 14 | 4.79% | Aumentadas |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 23.9 mil M | -USD 447 M | 12 | 5.07% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 21.8 mil M | +USD 2627 M | 8 | 7.4% | Aumentadas |
|
| 8 |
Bank of New York Mellon
New York
| USD 19.9 mil M | +USD 140 M | 13 | 5.2% | Aumentadas |
|
| 9 |
Northern Trust
Chicago,
Illinois
| USD 15.6 mil M | -USD 69.6 M | 13 | 4.71% | Reducidas |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| USD 14.5 mil M | -USD 188 M | 11 | 3.84% | Reducidas |
|
| 11 |
JP Morgan Chase
New York
| USD 14.4 mil M | -USD 1240 M | 13 | 3.3% | Reducidas |
|
| 12 |
BlackRock Fund Advisors
San Francisco,
California
| USD 14.3 mil M | +USD 1230 M | 12 | 3.52% | Aumentadas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 12.6 mil M | -USD 1151 M | 13 | 4.87% | Reducidas |
|
| 14 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.3 mil M | +USD 1081 M | 1 | 11.29% | Aumentadas |
|
| 15 |
BlackRock Group
London,
United Kingdom
| USD 9680 M | +USD 536 M | 12 | 5.18% | Aumentadas |
|
| 16 |
Norges Bank
Oslo,
Norway
| USD 9257 M | +USD 339 M | 12 | 4.7% | Aumentadas |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| USD 8840 M | +USD 359 M | 12 | 5.26% | Aumentadas |
|
| 18 |
Morgan Stanley
New York
| USD 8797 M | +USD 120 M | 16 | 3.22% | Aumentadas |
|
| 19 |
Wells Fargo
San Francisco,
California
| USD 8193 M | +USD 168 M | 14 | 3.21% | Aumentadas |
|
| 20 |
TIAA CREF Investment Management
New York
| USD 7769 M | -USD 458 M | 13 | 5.43% | Reducidas |
|
| 21 |
Dodge & Cox
San Francisco,
California
| USD 7555 M | +USD 267 M | 5 | 7.02% | Aumentadas |
|
| 22 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 7543 M | +USD 620 M | 7 | 15.12% | Aumentadas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 7538 M | +USD 84 M | 12 | 4.39% | Aumentadas |
|
| 24 |
Primecap Management
Pasadena,
California
| USD 7262 M | +USD 162 M | 7 | 7.36% | Aumentadas |
|
| 25 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 7098 M | -USD 316 M | 9 | 19.11% | Reducidas |
|