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 88.9 mil M | +USD 2094 M | 19 | 5.52% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 57.1 mil M | -USD 1044 M | 18 | 6.14% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 50.1 mil M | -USD 3129 M | 17 | 6.84% | Reducidas |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 39.8 mil M | -USD 191 M | 16 | 8.43% | Reducidas |
|
| 5 |
Capital World Investors
Los Angeles,
California
| USD 38.9 mil M | -USD 379 M | 9 | 10.49% | Reducidas |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| USD 37.9 mil M | +USD 490 M | 19 | 6.16% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 25.1 mil M | -USD 211 M | 8 | 8.57% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 19.9 mil M | -USD 355 M | 18 | 6.07% | Reducidas |
|
| 9 |
BlackRock Fund Advisors
San Francisco,
California
| USD 19.3 mil M | +USD 723 M | 17 | 4.27% | Aumentadas |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| USD 18.4 mil M | -USD 342 M | 13 | 4.77% | Reducidas |
|
| 11 |
Northern Trust
Chicago,
Illinois
| USD 17.8 mil M | +USD 334 M | 18 | 5.79% | Aumentadas |
|
| 12 |
JP Morgan Chase
New York
| USD 17.3 mil M | +USD 144 M | 19 | 4.31% | Aumentadas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 14.6 mil M | -USD 1333 M | 14 | 5.36% | Reducidas |
|
| 14 |
BlackRock Group
London,
United Kingdom
| USD 12.9 mil M | +USD 562 M | 18 | 6.71% | Aumentadas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 12.8 mil M | +USD 217 M | 12 | 6.1% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 12.6 mil M | +USD 981 M | 20 | 2.91% | Aumentadas |
|
| 17 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.3 mil M | USD 0 | 1 | 9.51% | Mantenido |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| USD 12.3 mil M | +USD 58.6 M | 18 | 6.67% | Aumentadas |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 11.9 mil M | -USD 129 M | 6 | 21.24% | Reducidas |
|
| 20 |
Morgan Stanley
New York
| USD 11.7 mil M | +USD 203 M | 20 | 4.24% | Aumentadas |
|
| 21 |
Dodge & Cox
San Francisco,
California
| USD 10.6 mil M | -USD 130 M | 8 | 10.51% | Reducidas |
|
| 22 |
Primecap Management
Pasadena,
California
| USD 10.4 mil M | -USD 128 M | 10 | 11.13% | Reducidas |
|
| 23 |
Jennison Associates
New York
| USD 9796 M | -USD 627 M | 5 | 10.75% | Reducidas |
|
| 24 |
TIAA CREF Investment Management
New York
| USD 9659 M | +USD 244 M | 17 | 7.41% | Aumentadas |
|
| 25 |
Wells Fargo
San Francisco,
California
| USD 9657 M | -USD 53.3 M | 19 | 3.74% | Reducidas |
|