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 102 mil M | +USD 2303 M | 21 | 5.99% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 66.8 mil M | +USD 2651 M | 19 | 6.73% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 58.3 mil M | +USD 974 M | 18 | 7.76% | Aumentadas |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 46.6 mil M | +USD 734 M | 16 | 9.36% | Aumentadas |
|
| 5 |
Capital World Investors
Los Angeles,
California
| USD 44.8 mil M | +USD 327 M | 8 | 11.65% | Aumentadas |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| USD 43.4 mil M | +USD 699 M | 20 | 6.75% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 28.7 mil M | +USD 739 M | 8 | 9.48% | Aumentadas |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| USD 22.9 mil M | +USD 998 M | 19 | 4.69% | Aumentadas |
|
| 9 |
Bank of New York Mellon
New York
| USD 22.6 mil M | +USD 421 M | 19 | 6.72% | Aumentadas |
|
| 10 |
Northern Trust
Chicago,
Illinois
| USD 20.1 mil M | +USD 66.8 M | 20 | 6.26% | Aumentadas |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| USD 19.8 mil M | -USD 1133 M | 16 | 4.97% | Reducidas |
|
| 12 |
JP Morgan Chase
New York
| USD 19 mil M | -USD 691 M | 20 | 4.67% | Reducidas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 17.3 mil M | +USD 617 M | 14 | 5.93% | Aumentadas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 14.9 mil M | +USD 790 M | 22 | 3.27% | Aumentadas |
|
| 15 |
BlackRock Group
London,
United Kingdom
| USD 14.9 mil M | +USD 127 M | 19 | 7.48% | Aumentadas |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| USD 14.3 mil M | +USD 515 M | 20 | 7.19% | Aumentadas |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 14.2 mil M | -USD 67.4 M | 6 | 22.27% | Reducidas |
|
| 18 |
Morgan Stanley
New York
| USD 14.1 mil M | +USD 822 M | 22 | 4.82% | Aumentadas |
|
| 19 |
Norges Bank
Oslo,
Norway
| USD 14 mil M | +USD 287 M | 14 | 6.62% | Aumentadas |
|
| 20 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.9 mil M | USD 0 | 1 | 10.02% | Mantenido |
|
| 21 |
Jennison Associates
New York
| USD 12.3 mil M | +USD 737 M | 7 | 13.26% | Aumentadas |
|
| 22 |
Primecap Management
Pasadena,
California
| USD 12.2 mil M | -USD 312 M | 10 | 12.14% | Reducidas |
|
| 23 |
Dodge & Cox
San Francisco,
California
| USD 12.2 mil M | -USD 666 M | 8 | 11.42% | Reducidas |
|
| 24 |
Wells Fargo
San Francisco,
California
| USD 12.1 mil M | +USD 1192 M | 20 | 4.45% | Aumentadas |
|
| 25 |
TIAA CREF Investment Management
New York
| USD 11 mil M | +USD 108 M | 18 | 6.86% | Aumentadas |
|