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 87.3 mil M | +USD 4584 M | 17 | 5.87% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 59 mil M | +USD 2995 M | 17 | 6.45% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 55.2 mil M | +USD 4338 M | 16 | 7.43% | Aumentadas |
|
| 4 |
Capital World Investors
Los Angeles,
California
| USD 41.5 mil M | -USD 734 M | 8 | 11.61% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 41.4 mil M | +USD 799 M | 15 | 8.71% | Aumentadas |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| USD 37.9 mil M | +USD 1399 M | 16 | 6.27% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 28.6 mil M | -USD 1109 M | 10 | 9.79% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 21.3 mil M | -USD 808 M | 15 | 6.45% | Reducidas |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| USD 21.3 mil M | -USD 334 M | 13 | 5.58% | Reducidas |
|
| 10 |
BlackRock Fund Advisors
San Francisco,
California
| USD 19.2 mil M | +USD 1938 M | 15 | 4.43% | Aumentadas |
|
| 11 |
JP Morgan Chase
New York
| USD 18.7 mil M | +USD 2254 M | 16 | 4.7% | Aumentadas |
|
| 12 |
Northern Trust
Chicago,
Illinois
| USD 18.1 mil M | +USD 744 M | 16 | 6% | Aumentadas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 17 mil M | +USD 904 M | 15 | 6.77% | Aumentadas |
|
| 14 |
BlackRock Group
London,
United Kingdom
| USD 12.6 mil M | +USD 730 M | 16 | 6.92% | Aumentadas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 12.4 mil M | +USD 268 M | 13 | 6.15% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 12.3 mil M | +USD 1096 M | 18 | 2.92% | Aumentadas |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| USD 12.1 mil M | +USD 407 M | 17 | 6.9% | Aumentadas |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 11.6 mil M | -USD 627 M | 6 | 20.23% | Reducidas |
|
| 19 |
Dodge & Cox
San Francisco,
California
| USD 11.4 mil M | +USD 2688 M | 8 | 11.23% | Aumentadas |
|
| 20 |
Morgan Stanley
New York
| USD 11.3 mil M | +USD 771 M | 19 | 4.1% | Aumentadas |
|
| 21 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 11.2 mil M | USD 0 | 1 | 8.46% | Mantenido |
|
| 22 |
Primecap Management
Pasadena,
California
| USD 10.8 mil M | +USD 1017 M | 9 | 11.03% | Aumentadas |
|
| 23 |
Jennison Associates
New York
| USD 10.3 mil M | +USD 1250 M | 6 | 10.08% | Aumentadas |
|
| 24 |
Wells Fargo
San Francisco,
California
| USD 9885 M | +USD 86.1 M | 18 | 3.9% | Aumentadas |
|
| 25 |
TIAA CREF Investment Management
New York
| USD 9877 M | +USD 116 M | 15 | 7.39% | Aumentadas |
|