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 159 mil M | +USD 4168 M | 24 | 6.94% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 145 mil M | +USD 1316 M | 24 | 6.92% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 93.1 mil M | +USD 2032 M | 21 | 7.49% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 76.8 mil M | -USD 1036 M | 20 | 9% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 66.1 mil M | +USD 1385 M | 19 | 10.72% | Aumentadas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 56.5 mil M | -USD 3787 M | 9 | 12.26% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 34.9 mil M | -USD 5396 M | 11 | 10.23% | Reducidas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 27.9 mil M | -USD 471 M | 23 | 7.07% | Reducidas |
|
| 9 |
Bank of New York Mellon
New York
| USD 27.1 mil M | -USD 1108 M | 24 | 7.12% | Reducidas |
|
| 10 |
JP Morgan Chase
New York
| USD 26.6 mil M | +USD 1601 M | 22 | 5.6% | Aumentadas |
|
| 11 |
Invesco
Atlanta,
Georgia
| USD 23.9 mil M | -USD 52.1 M | 19 | 8.6% | Reducidas |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| USD 23.7 mil M | +USD 1618 M | 15 | 5.23% | Aumentadas |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| USD 23.5 mil M | +USD 639 M | 23 | 7.97% | Aumentadas |
|
| 14 |
Morgan Stanley
New York
| USD 22.7 mil M | +USD 1071 M | 25 | 6.21% | Aumentadas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 21.6 mil M | +USD 616 M | 18 | 7.74% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 21.4 mil M | -USD 2563 M | 24 | 3.59% | Reducidas |
|
| 17 |
Goldman Sachs
New York
| USD 20 mil M | +USD 1764 M | 22 | 4.78% | Aumentadas |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 18.3 mil M | -USD 539 M | 6 | 22.76% | Reducidas |
|
| 19 |
Primecap Management
Pasadena,
California
| USD 16.4 mil M | -USD 59.6 M | 11 | 12.56% | Reducidas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 15.7 mil M | +USD 559 M | 24 | 4.54% | Aumentadas |
|
| 21 |
TIAA CREF Investment Management
New York
| USD 14.3 mil M | -USD 113 M | 19 | 9.42% | Reducidas |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| USD 13.3 mil M | -USD 365 M | 20 | 6.06% | Reducidas |
|
| 23 |
Jennison Associates
New York
| USD 13.3 mil M | -USD 472 M | 10 | 13.11% | Reducidas |
|
| 24 |
Franklin Resources
San Mateo,
California
| USD 12.3 mil M | -USD 341 M | 16 | 5.91% | Reducidas |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 11.6 mil M | +USD 75 M | 12 | 4.87% | Aumentadas |
|