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 104 mil M | +USD 2247 M | 21 | 5.82% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 68.4 mil M | +USD 1698 M | 20 | 6.43% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 54.6 mil M | -USD 2080 M | 18 | 7.3% | Reducidas |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 46.3 mil M | +USD 1525 M | 16 | 9.18% | Aumentadas |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| USD 43.9 mil M | +USD 733 M | 20 | 6.5% | Aumentadas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 43.3 mil M | -USD 1244 M | 8 | 10.89% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 27.3 mil M | +USD 290 M | 9 | 8.86% | Aumentadas |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| USD 24.2 mil M | +USD 1528 M | 19 | 4.46% | Aumentadas |
|
| 9 |
Bank of New York Mellon
New York
| USD 22.4 mil M | -USD 275 M | 21 | 6.45% | Reducidas |
|
| 10 |
Northern Trust
Chicago,
Illinois
| USD 19.6 mil M | -USD 352 M | 21 | 6.02% | Reducidas |
|
| 11 |
JP Morgan Chase
New York
| USD 18.5 mil M | -USD 256 M | 21 | 4.44% | Reducidas |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| USD 18.1 mil M | -USD 1671 M | 16 | 4.55% | Reducidas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 17.6 mil M | +USD 514 M | 16 | 5.9% | Aumentadas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 16 mil M | +USD 1113 M | 23 | 3.46% | Aumentadas |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| USD 15 mil M | +USD 708 M | 22 | 6.97% | Aumentadas |
|
| 16 |
BlackRock Group
London,
United Kingdom
| USD 15 mil M | +USD 372 M | 19 | 7.13% | Aumentadas |
|
| 17 |
Norges Bank
Oslo,
Norway
| USD 14.9 mil M | +USD 184 M | 15 | 6.49% | Aumentadas |
|
| 18 |
Morgan Stanley
New York
| USD 14.7 mil M | +USD 855 M | 23 | 4.83% | Aumentadas |
|
| 19 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 13.5 mil M | USD 0 | 1 | 9.11% | Mantenido |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 12.8 mil M | +USD 95.8 M | 6 | 21.03% | Aumentadas |
|
| 21 |
Primecap Management
Pasadena,
California
| USD 11.9 mil M | -USD 158 M | 9 | 11.72% | Reducidas |
|
| 22 |
Goldman Sachs
New York
| USD 11.9 mil M | +USD 1319 M | 21 | 3.36% | Aumentadas |
|
| 23 |
Dodge & Cox
San Francisco,
California
| USD 11.7 mil M | -USD 742 M | 8 | 10.41% | Reducidas |
|
| 24 |
Wells Fargo
San Francisco,
California
| USD 11.5 mil M | -USD 578 M | 20 | 4.06% | Reducidas |
|
| 25 |
Jennison Associates
New York
| USD 11.3 mil M | -USD 269 M | 8 | 12.66% | Reducidas |
|