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 118 mil M | +USD 3845 M | 21 | 6.06% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 110 mil M | +USD 103 mil M | 20 | 6.03% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 75.4 mil M | +USD 558 M | 20 | 6.72% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 59.2 mil M | -USD 911 M | 18 | 7.52% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 50.4 mil M | -USD 1259 M | 17 | 9.44% | Reducidas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 48.1 mil M | +USD 324 M | 8 | 11.49% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 30.9 mil M | -USD 127 M | 8 | 9.75% | Reducidas |
|
| 8 |
Bank of New York Mellon
New York
| USD 24.5 mil M | +USD 86.4 M | 21 | 6.79% | Aumentadas |
|
| 9 |
Northern Trust
Chicago,
Illinois
| USD 21.7 mil M | +USD 181 M | 21 | 6.26% | Aumentadas |
|
| 10 |
JP Morgan Chase
New York
| USD 20.4 mil M | +USD 115 M | 20 | 4.67% | Aumentadas |
|
| 11 |
Invesco
Atlanta,
Georgia
| USD 19.6 mil M | +USD 164 M | 18 | 6.42% | Aumentadas |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| USD 17.9 mil M | -USD 1793 M | 18 | 4.31% | Reducidas |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| USD 17.7 mil M | +USD 1287 M | 22 | 7.26% | Aumentadas |
|
| 14 |
Morgan Stanley
New York
| USD 16.9 mil M | +USD 629 M | 23 | 5.19% | Aumentadas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 16.8 mil M | +USD 585 M | 13 | 6.91% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 16.8 mil M | -USD 659 M | 23 | 3.35% | Reducidas |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 14.7 mil M | -USD 326 M | 6 | 21.33% | Reducidas |
|
| 18 |
Goldman Sachs
New York
| USD 14.3 mil M | +USD 1125 M | 21 | 3.89% | Aumentadas |
|
| 19 |
Primecap Management
Pasadena,
California
| USD 13.2 mil M | +USD 122 M | 9 | 12.02% | Aumentadas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 13 mil M | +USD 415 M | 20 | 4.21% | Aumentadas |
|
| 21 |
Dodge & Cox
San Francisco,
California
| USD 12.3 mil M | -USD 186 M | 8 | 10.42% | Reducidas |
|
| 22 |
Jennison Associates
New York
| USD 12 mil M | -USD 797 M | 6 | 12.85% | Reducidas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 11.4 mil M | -USD 151 M | 18 | 5.9% | Reducidas |
|
| 24 |
TIAA CREF Investment Management
New York
| USD 11.4 mil M | -USD 178 M | 18 | 8.18% | Reducidas |
|
| 25 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 11.2 mil M | -USD 2924 M | 1 | 6.95% | Reducidas |
|