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 174 mil M | +USD 3816 M | 24 | 7.6% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 159 mil M | +USD 3218 M | 25 | 7.59% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 95.4 mil M | -USD 4276 M | 22 | 8.1% | Reducidas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 83.4 mil M | +USD 174 M | 19 | 9.9% | Aumentadas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 68.4 mil M | -USD 4022 M | 20 | 10.86% | Reducidas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 52.3 mil M | -USD 9814 M | 9 | 11.78% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 38.4 mil M | +USD 183 M | 10 | 10.92% | Aumentadas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 29.4 mil M | -USD 440 M | 25 | 7.64% | Reducidas |
|
| 9 |
JP Morgan Chase
New York
| USD 28.5 mil M | +USD 130 M | 22 | 6.11% | Aumentadas |
|
| 10 |
Bank of New York Mellon
New York
| USD 27.2 mil M | -USD 1669 M | 23 | 7.52% | Reducidas |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| USD 26.5 mil M | +USD 1462 M | 24 | 8.65% | Aumentadas |
|
| 12 |
Invesco
Atlanta,
Georgia
| USD 25.6 mil M | -USD 195 M | 20 | 9.57% | Reducidas |
|
| 13 |
Norges Bank
Oslo,
Norway
| USD 24.4 mil M | +USD 1267 M | 16 | 8.83% | Aumentadas |
|
| 14 |
Morgan Stanley
New York
| USD 24.1 mil M | -USD 403 M | 25 | 6.68% | Reducidas |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| USD 22.8 mil M | -USD 2181 M | 19 | 5.17% | Reducidas |
|
| 16 |
Goldman Sachs
New York
| USD 21.8 mil M | +USD 332 M | 25 | 5.58% | Aumentadas |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| USD 21.2 mil M | -USD 1632 M | 25 | 3.63% | Reducidas |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 19.7 mil M | -USD 907 M | 6 | 23.06% | Reducidas |
|
| 19 |
Primecap Management
Pasadena,
California
| USD 17 mil M | -USD 454 M | 11 | 12.72% | Reducidas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 15.9 mil M | -USD 883 M | 24 | 4.71% | Reducidas |
|
| 21 |
TIAA CREF Investment Management
New York
| USD 15.5 mil M | +USD 191 M | 18 | 10.49% | Aumentadas |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| USD 14.7 mil M | +USD 497 M | 20 | 6.67% | Aumentadas |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 13.9 mil M | +USD 5356 M | 25 | 6.63% | Aumentadas |
|
| 24 |
Jennison Associates
New York
| USD 13.8 mil M | -USD 643 M | 9 | 13.73% | Reducidas |
|
| 25 |
UBS AM
Chicago,
Illinois
| USD 13 mil M | +USD 981 M | 20 | 10.25% | Aumentadas |
|