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 70 mil M | +USD 1169 M | 13 | 5.06% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 47.6 mil M | -USD 470 M | 13 | 5.54% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 41.6 mil M | +USD 73.8 M | 13 | 5.92% | Aumentadas |
|
| 4 |
Capital World Investors
Los Angeles,
California
| USD 33.3 mil M | +USD 927 M | 6 | 9.78% | Aumentadas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 32.7 mil M | +USD 631 M | 12 | 7.27% | Aumentadas |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| USD 30.8 mil M | -USD 55.9 M | 14 | 5.38% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 25 mil M | -USD 96.4 M | 8 | 8.94% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 18.9 mil M | -USD 210 M | 12 | 5.78% | Reducidas |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| USD 17.8 mil M | +USD 1322 M | 10 | 4.96% | Aumentadas |
|
| 10 |
Northern Trust
Chicago,
Illinois
| USD 14.7 mil M | -USD 1614 M | 13 | 4.9% | Reducidas |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| USD 14.6 mil M | -USD 6.35 M | 11 | 3.78% | Reducidas |
|
| 12 |
JP Morgan Chase
New York
| USD 13.3 mil M | -USD 3338 M | 13 | 3.55% | Reducidas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 13.3 mil M | +USD 261 M | 13 | 5.63% | Aumentadas |
|
| 14 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 11.7 mil M | +USD 227 M | 1 | 9.22% | Aumentadas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 10.3 mil M | +USD 284 M | 11 | 5.4% | Aumentadas |
|
| 16 |
BlackRock Group
London,
United Kingdom
| USD 9960 M | +USD 142 M | 12 | 5.83% | Aumentadas |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| USD 9852 M | +USD 126 M | 12 | 5.98% | Aumentadas |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| USD 9530 M | +USD 3598 M | 16 | 2.37% | Aumentadas |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 9321 M | -USD 703 M | 7 | 18.24% | Reducidas |
|
| 20 |
Morgan Stanley
New York
| USD 8609 M | -USD 221 M | 16 | 3.18% | Reducidas |
|
| 21 |
Wells Fargo
San Francisco,
California
| USD 8361 M | -USD 32.3 M | 14 | 3.5% | Reducidas |
|
| 22 |
Primecap Management
Pasadena,
California
| USD 8205 M | -USD 541 k | 8 | 9.11% | Reducidas |
|
| 23 |
TIAA CREF Investment Management
New York
| USD 8159 M | -USD 32.3 M | 13 | 6.4% | Reducidas |
|
| 24 |
Goldman Sachs
New York
| USD 7469 M | +USD 187 M | 14 | 2.52% | Aumentadas |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| USD 7444 M | -USD 277 M | 12 | 4.61% | Reducidas |
|