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 189 mil M | +USD 563 M | 24 | 7.9% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 172 mil M | +USD 948 M | 25 | 7.94% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 103 mil M | -USD 70.2 M | 22 | 8.57% | Reducidas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 92.9 mil M | +USD 1146 M | 21 | 10.7% | Aumentadas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 77.7 mil M | +USD 2274 M | 20 | 11.87% | Aumentadas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 57.7 mil M | +USD 97.3 M | 9 | 12.35% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 39.2 mil M | -USD 2833 M | 9 | 10.71% | Reducidas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 31.8 mil M | +USD 60.5 M | 25 | 8.07% | Aumentadas |
|
| 9 |
Invesco
Atlanta,
Georgia
| USD 29.8 mil M | +USD 1682 M | 20 | 9.87% | Aumentadas |
|
| 10 |
JP Morgan Chase
New York
| USD 29.7 mil M | -USD 977 M | 23 | 6.11% | Reducidas |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| USD 29.5 mil M | +USD 668 M | 24 | 9.06% | Aumentadas |
|
| 12 |
Bank of New York Mellon
New York
| USD 29 mil M | -USD 335 M | 23 | 7.89% | Reducidas |
|
| 13 |
Norges Bank
Oslo,
Norway
| USD 27.5 mil M | +USD 1163 M | 16 | 9.46% | Aumentadas |
|
| 14 |
Morgan Stanley
New York
| USD 26.2 mil M | +USD 223 M | 26 | 7.09% | Aumentadas |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| USD 23.8 mil M | -USD 865 M | 20 | 5.29% | Reducidas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 23.6 mil M | +USD 793 M | 24 | 3.9% | Aumentadas |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 20.3 mil M | -USD 1065 M | 5 | 21.94% | Reducidas |
|
| 18 |
Goldman Sachs
New York
| USD 19.5 mil M | -USD 3770 M | 23 | 5.27% | Reducidas |
|
| 19 |
Primecap Management
Pasadena,
California
| USD 18 mil M | -USD 109 M | 11 | 13.37% | Reducidas |
|
| 20 |
TIAA CREF Investment Management
New York
| USD 16.4 mil M | -USD 409 M | 18 | 11.06% | Reducidas |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| USD 16.4 mil M | +USD 440 M | 21 | 7.28% | Aumentadas |
|
| 22 |
Wells Fargo
San Francisco,
California
| USD 16.1 mil M | -USD 1000 M | 25 | 4.78% | Reducidas |
|
| 23 |
Jennison Associates
New York
| USD 15 mil M | -USD 100 M | 10 | 14.6% | Reducidas |
|
| 24 |
UBS AM
Chicago,
Illinois
| USD 14.4 mil M | +USD 459 M | 20 | 11.01% | Aumentadas |
|
| 25 |
Janus Henderson Group
London,
| USD 14 mil M | +USD 260 M | 13 | 8.01% | Aumentadas |
|