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 64.2 mil M | +USD 3605 M | 13 | 4.36% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 47.5 mil M | -USD 2221 M | 13 | 4.88% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 39 mil M | -USD 2246 M | 13 | 4.97% | Reducidas |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| USD 29.6 mil M | +USD 86.8 M | 14 | 4.6% | Aumentadas |
|
| 5 |
Capital World Investors
Los Angeles,
California
| USD 26.7 mil M | -USD 3339 M | 5 | 7.19% | Reducidas |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 24.8 mil M | -USD 82.9 M | 12 | 5.12% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 18.5 mil M | -USD 3959 M | 8 | 6.34% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 18.5 mil M | -USD 853 M | 13 | 4.81% | Reducidas |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| USD 15.2 mil M | +USD 1322 M | 11 | 3.9% | Aumentadas |
|
| 10 |
Northern Trust
Chicago,
Illinois
| USD 15.2 mil M | -USD 178 M | 13 | 4.56% | Reducidas |
|
| 11 |
JP Morgan Chase
New York
| USD 15 mil M | +USD 798 M | 14 | 3.42% | Aumentadas |
|
| 12 |
BlackRock Fund Advisors
San Francisco,
California
| USD 13.6 mil M | -USD 388 M | 12 | 3.25% | Reducidas |
|
| 13 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.8 mil M | +USD 411 M | 1 | 11.92% | Aumentadas |
|
| 14 |
Invesco
Atlanta,
Georgia
| USD 12 mil M | -USD 372 M | 13 | 4.63% | Reducidas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 9511 M | +USD 457 M | 11 | 4.66% | Aumentadas |
|
| 16 |
BlackRock Group
London,
United Kingdom
| USD 9200 M | -USD 318 M | 12 | 4.96% | Reducidas |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| USD 9005 M | +USD 313 M | 12 | 5.15% | Aumentadas |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 8755 M | +USD 861 M | 6 | 16.57% | Aumentadas |
|
| 19 |
Morgan Stanley
New York
| USD 8236 M | -USD 528 M | 16 | 3.03% | Reducidas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 8169 M | +USD 48.3 M | 14 | 3.18% | Aumentadas |
|
| 21 |
TIAA CREF Investment Management
New York
| USD 7633 M | -USD 51.1 M | 13 | 5.32% | Reducidas |
|
| 22 |
Primecap Management
Pasadena,
California
| USD 7495 M | +USD 677 M | 7 | 7.32% | Aumentadas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 7455 M | +USD 160 M | 12 | 4.28% | Aumentadas |
|
| 24 |
Dodge & Cox
San Francisco,
California
| USD 7120 M | +USD 148 M | 5 | 6.56% | Aumentadas |
|
| 25 |
Goldman Sachs
New York
| USD 6642 M | +USD 170 M | 15 | 2.14% | Aumentadas |
|