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 217 mil M | +USD 1579 M | 25 | 8.53% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 188 mil M | -USD 1110 M | 26 | 8.41% | Reducidas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 116 mil M | +USD 4963 M | 24 | 9.09% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 97.3 mil M | -USD 3399 M | 21 | 11.65% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 87.1 mil M | +USD 76.9 M | 19 | 12.81% | Aumentadas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 42.7 mil M | -USD 63.6 M | 8 | 10.35% | Reducidas |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| USD 36.5 mil M | +USD 1184 M | 24 | 9.44% | Aumentadas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 36 mil M | +USD 224 M | 24 | 8.9% | Aumentadas |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| USD 35.1 mil M | -USD 1898 M | 9 | 11.14% | Reducidas |
|
| 10 |
JP Morgan Chase
New York
| USD 32.4 mil M | +USD 451 M | 23 | 6.62% | Aumentadas |
|
| 11 |
Norges Bank
Oslo,
Norway
| USD 31.2 mil M | +USD 522 M | 18 | 10.07% | Aumentadas |
|
| 12 |
Invesco
Atlanta,
Georgia
| USD 31.1 mil M | +USD 70.5 M | 23 | 10.49% | Aumentadas |
|
| 13 |
Bank of New York Mellon
New York
| USD 30.6 mil M | -USD 143 M | 23 | 8.56% | Reducidas |
|
| 14 |
Morgan Stanley
New York
| USD 28.1 mil M | +USD 31.1 M | 25 | 7.94% | Aumentadas |
|
| 15 |
Capital International Investors
Los Angeles,
California
| USD 28 mil M | +USD 337 M | 9 | 12.03% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 27.6 mil M | +USD 1625 M | 25 | 4.28% | Aumentadas |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| USD 26.4 mil M | +USD 690 M | 21 | 5.97% | Aumentadas |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 20.3 mil M | +USD 644 M | 5 | 22.25% | Aumentadas |
|
| 19 |
Goldman Sachs
New York
| USD 18.2 mil M | -USD 1668 M | 24 | 5.49% | Reducidas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 17.6 mil M | -USD 164 M | 24 | 5.24% | Reducidas |
|
| 21 |
Primecap Management
Pasadena,
California
| USD 17.6 mil M | -USD 193 M | 11 | 12.93% | Reducidas |
|
| 22 |
Legal & General Group
London,
United Kingdom
| USD 17.5 mil M | +USD 2924 M | 21 | 9.98% | Aumentadas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 17.1 mil M | -USD 447 M | 21 | 7.87% | Reducidas |
|
| 24 |
Jennison Associates
New York
| USD 16.6 mil M | +USD 59.3 M | 11 | 16.49% | Aumentadas |
|
| 25 |
TIAA CREF Investment Management
New York
| USD 16.3 mil M | -USD 646 M | 19 | 11.57% | Reducidas |
|