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 88.1 mil M | +USD 1271 M | 17 | 5.71% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 58.8 mil M | -USD 14.4 M | 17 | 6.36% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 53.3 mil M | -USD 101 M | 16 | 7.38% | Reducidas |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 38.9 mil M | -USD 520 M | 15 | 8.3% | Reducidas |
|
| 5 |
Capital World Investors
Los Angeles,
California
| USD 38.3 mil M | -USD 1249 M | 8 | 10.57% | Reducidas |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| USD 37.9 mil M | +USD 210 M | 16 | 6.25% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 24.3 mil M | -USD 3862 M | 10 | 8.38% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 20.7 mil M | -USD 624 M | 16 | 6.24% | Reducidas |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| USD 19.3 mil M | -USD 1485 M | 14 | 5.09% | Reducidas |
|
| 10 |
BlackRock Fund Advisors
San Francisco,
California
| USD 18.9 mil M | -USD 224 M | 15 | 4.37% | Reducidas |
|
| 11 |
Northern Trust
Chicago,
Illinois
| USD 17.6 mil M | -USD 266 M | 16 | 5.85% | Reducidas |
|
| 12 |
JP Morgan Chase
New York
| USD 17.4 mil M | -USD 787 M | 17 | 4.46% | Reducidas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 16.1 mil M | -USD 385 M | 14 | 6.55% | Reducidas |
|
| 14 |
Norges Bank
Oslo,
Norway
| USD 12.8 mil M | +USD 456 M | 13 | 6.29% | Aumentadas |
|
| 15 |
BlackRock Group
London,
United Kingdom
| USD 12.5 mil M | +USD 47.5 M | 16 | 6.76% | Aumentadas |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| USD 12.4 mil M | +USD 352 M | 17 | 6.57% | Aumentadas |
|
| 17 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.3 mil M | +USD 26.6 M | 1 | 9.57% | Aumentadas |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| USD 11.7 mil M | -USD 502 M | 18 | 2.84% | Reducidas |
|
| 19 |
Morgan Stanley
New York
| USD 11.5 mil M | +USD 417 M | 19 | 4.42% | Aumentadas |
|
| 20 |
Primecap Management
Pasadena,
California
| USD 11.1 mil M | +USD 260 M | 9 | 11.55% | Aumentadas |
|
| 21 |
Dodge & Cox
San Francisco,
California
| USD 11.1 mil M | -USD 792 M | 9 | 10.88% | Reducidas |
|
| 22 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 11.1 mil M | +USD 216 M | 6 | 19.46% | Aumentadas |
|
| 23 |
Jennison Associates
New York
| USD 10.2 mil M | +USD 415 M | 7 | 10.66% | Aumentadas |
|
| 24 |
Wells Fargo
San Francisco,
California
| USD 9858 M | +USD 72 M | 18 | 3.93% | Aumentadas |
|
| 25 |
TIAA CREF Investment Management
New York
| USD 9502 M | -USD 205 M | 15 | 7.28% | Reducidas |
|