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 215 mil M | +USD 2148 M | 25 | 8.39% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 193 mil M | -USD 41.3 M | 25 | 8.33% | Reducidas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 115 mil M | +USD 316 M | 23 | 8.84% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 105 mil M | +USD 1322 M | 21 | 11.85% | Aumentadas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 84.5 mil M | -USD 1365 M | 20 | 12.33% | Reducidas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 44 mil M | -USD 20.3 mil M | 9 | 10.71% | Reducidas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 42.8 mil M | -USD 492 M | 9 | 12.45% | Reducidas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 35.5 mil M | -USD 177 M | 25 | 8.68% | Reducidas |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| USD 34.1 mil M | +USD 723 M | 24 | 9.6% | Aumentadas |
|
| 10 |
Invesco
Atlanta,
Georgia
| USD 33.6 mil M | +USD 215 M | 20 | 10.58% | Aumentadas |
|
| 11 |
Bank of New York Mellon
New York
| USD 32.8 mil M | +USD 71.9 M | 23 | 8.44% | Aumentadas |
|
| 12 |
JP Morgan Chase
New York
| USD 32.7 mil M | -USD 85.5 M | 23 | 6.27% | Reducidas |
|
| 13 |
Norges Bank
Oslo,
Norway
| USD 30.8 mil M | +USD 136 M | 17 | 10% | Aumentadas |
|
| 14 |
Morgan Stanley
New York
| USD 29.5 mil M | +USD 422 M | 26 | 7.38% | Aumentadas |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| USD 26.8 mil M | +USD 702 M | 19 | 5.65% | Aumentadas |
|
| 16 |
Capital International Investors
Los Angeles,
California
| USD 26.8 mil M | +USD 20.4 mil M | 9 | 12.27% | Aumentadas |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| USD 26.7 mil M | +USD 551 M | 25 | 4.17% | Aumentadas |
|
| 18 |
Goldman Sachs
New York
| USD 21.2 mil M | +USD 28.8 M | 23 | 5.48% | Aumentadas |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| USD 20.4 mil M | -USD 433 M | 21 | 7.12% | Reducidas |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 19.5 mil M | -USD 1601 M | 5 | 21.09% | Reducidas |
|
| 21 |
Primecap Management
Pasadena,
California
| USD 19 mil M | -USD 417 M | 11 | 12.81% | Reducidas |
|
| 22 |
TIAA CREF Investment Management
New York
| USD 17.9 mil M | -USD 510 M | 18 | 11.72% | Reducidas |
|
| 23 |
Wells Fargo
San Francisco,
California
| USD 17.8 mil M | -USD 281 M | 24 | 5.03% | Reducidas |
|
| 24 |
Jennison Associates
New York
| USD 16.6 mil M | +USD 362 M | 9 | 15.3% | Aumentadas |
|
| 25 |
Janus Henderson Group
London,
| USD 15.7 mil M | +USD 30.9 M | 17 | 8.39% | Aumentadas |
|