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 130 mil M | +USD 5163 M | 21 | 6.39% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 121 mil M | +USD 3655 M | 22 | 6.44% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 78.2 mil M | -USD 1490 M | 21 | 6.91% | Reducidas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 66.9 mil M | +USD 2297 M | 19 | 8.32% | Aumentadas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 54 mil M | -USD 1521 M | 17 | 9.71% | Reducidas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 50.9 mil M | -USD 940 M | 8 | 11.95% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 36.9 mil M | +USD 2629 M | 8 | 11.54% | Aumentadas |
|
| 8 |
Bank of New York Mellon
New York
| USD 25 mil M | -USD 1022 M | 21 | 7.04% | Reducidas |
|
| 9 |
Northern Trust
Chicago,
Illinois
| USD 23.5 mil M | +USD 352 M | 21 | 6.58% | Aumentadas |
|
| 10 |
JP Morgan Chase
New York
| USD 21.3 mil M | -USD 883 M | 21 | 4.87% | Reducidas |
|
| 11 |
Invesco
Atlanta,
Georgia
| USD 20.8 mil M | -USD 331 M | 19 | 6.47% | Reducidas |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| USD 19.2 mil M | +USD 475 M | 22 | 7.56% | Aumentadas |
|
| 13 |
Morgan Stanley
New York
| USD 18.6 mil M | +USD 418 M | 23 | 5.6% | Aumentadas |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| USD 18.3 mil M | -USD 1149 M | 15 | 4.31% | Reducidas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 17.9 mil M | +USD 21.8 M | 14 | 7.09% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 17.5 mil M | -USD 268 M | 24 | 3.48% | Reducidas |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 16.6 mil M | -USD 514 M | 6 | 22.39% | Reducidas |
|
| 18 |
Goldman Sachs
New York
| USD 15.6 mil M | -USD 103 M | 22 | 4.05% | Reducidas |
|
| 19 |
Primecap Management
Pasadena,
California
| USD 13.9 mil M | -USD 365 M | 11 | 11.9% | Reducidas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 13.1 mil M | -USD 661 M | 21 | 4.19% | Reducidas |
|
| 21 |
Jennison Associates
New York
| USD 12.5 mil M | -USD 933 M | 7 | 13.27% | Reducidas |
|
| 22 |
TIAA CREF Investment Management
New York
| USD 12.4 mil M | +USD 194 M | 19 | 8.71% | Aumentadas |
|
| 23 |
Dodge & Cox
San Francisco,
California
| USD 12.3 mil M | -USD 25.8 M | 9 | 10.38% | Reducidas |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| USD 12 mil M | -USD 370 M | 20 | 6% | Reducidas |
|
| 25 |
Franklin Resources
San Mateo,
California
| USD 11.7 mil M | -USD 149 M | 16 | 5.83% | Reducidas |
|