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 138 mil M | +USD 3219 M | 21 | 6.45% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 130 mil M | +USD 2164 M | 22 | 6.54% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 81.9 mil M | +USD 573 M | 21 | 7.07% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 69.2 mil M | -USD 870 M | 19 | 8.37% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 57.4 mil M | +USD 6.85 M | 18 | 9.81% | Aumentadas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 52.9 mil M | -USD 1001 M | 9 | 11.97% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 36.2 mil M | -USD 2220 M | 9 | 10.94% | Reducidas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 25.5 mil M | +USD 945 M | 21 | 6.65% | Aumentadas |
|
| 9 |
Bank of New York Mellon
New York
| USD 25.3 mil M | -USD 686 M | 22 | 6.97% | Reducidas |
|
| 10 |
JP Morgan Chase
New York
| USD 22.3 mil M | -USD 280 M | 22 | 4.91% | Reducidas |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| USD 21.7 mil M | +USD 3332 M | 24 | 3.45% | Aumentadas |
|
| 12 |
Invesco
Atlanta,
Georgia
| USD 21.3 mil M | -USD 575 M | 19 | 7.86% | Reducidas |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| USD 20.4 mil M | +USD 412 M | 23 | 7.51% | Aumentadas |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| USD 19.8 mil M | -USD 72.3 M | 15 | 4.54% | Reducidas |
|
| 15 |
Morgan Stanley
New York
| USD 19.4 mil M | -USD 83.4 M | 23 | 5.81% | Reducidas |
|
| 16 |
Norges Bank
Oslo,
Norway
| USD 18.8 mil M | +USD 269 M | 17 | 7.12% | Aumentadas |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 17.3 mil M | -USD 1105 M | 6 | 21.85% | Reducidas |
|
| 18 |
Goldman Sachs
New York
| USD 16.5 mil M | -USD 117 M | 21 | 4.04% | Reducidas |
|
| 19 |
Primecap Management
Pasadena,
California
| USD 15 mil M | -USD 261 M | 11 | 12.38% | Reducidas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 13.5 mil M | -USD 160 M | 21 | 4.2% | Reducidas |
|
| 21 |
TIAA CREF Investment Management
New York
| USD 12.9 mil M | -USD 97.7 M | 19 | 8.78% | Reducidas |
|
| 22 |
Jennison Associates
New York
| USD 12.4 mil M | -USD 1080 M | 9 | 12.73% | Reducidas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 12.3 mil M | -USD 479 M | 18 | 5.85% | Reducidas |
|
| 24 |
Franklin Resources
San Mateo,
California
| USD 11.5 mil M | -USD 845 M | 15 | 5.65% | Reducidas |
|
| 25 |
Dodge & Cox
San Francisco,
California
| USD 11.4 mil M | -USD 2128 M | 9 | 9.14% | Reducidas |
|