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 228 mil M | +USD 2509 M | 26 | 8.58% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 199 mil M | +USD 3984 M | 26 | 8.5% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 130 mil M | -USD 5.42 M | 24 | 9.66% | Reducidas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 98.1 mil M | -USD 2292 M | 22 | 11.46% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 91.4 mil M | +USD 2121 M | 19 | 12.83% | Aumentadas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 43.8 mil M | -USD 1548 M | 8 | 10.27% | Reducidas |
|
| 7 |
Invesco
Atlanta,
Georgia
| USD 41.7 mil M | +USD 9572 M | 22 | 10.74% | Aumentadas |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| USD 39.3 mil M | +USD 1461 M | 25 | 9.52% | Aumentadas |
|
| 9 |
Northern Trust
Chicago,
Illinois
| USD 37.6 mil M | +USD 332 M | 25 | 8.93% | Aumentadas |
|
| 10 |
JP Morgan Chase
New York
| USD 34.6 mil M | +USD 1109 M | 23 | 6.77% | Aumentadas |
|
| 11 |
Capital Research Global Investors
Los Angeles,
California
| USD 33.6 mil M | -USD 2526 M | 9 | 10.66% | Reducidas |
|
| 12 |
Norges Bank
Oslo,
Norway
| USD 32.3 mil M | +USD 252 M | 19 | 9.98% | Aumentadas |
|
| 13 |
Bank of New York Mellon
New York
| USD 31.1 mil M | -USD 610 M | 23 | 8.49% | Reducidas |
|
| 14 |
Morgan Stanley
New York
| USD 29.2 mil M | +USD 221 M | 27 | 7.76% | Aumentadas |
|
| 15 |
Capital International Investors
Los Angeles,
California
| USD 29.2 mil M | +USD 852 M | 9 | 11.63% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 28.9 mil M | +USD 301 M | 25 | 4.37% | Aumentadas |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| USD 26.4 mil M | -USD 747 M | 21 | 5.84% | Reducidas |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| USD 24.7 mil M | +USD 23.7 mil M | 22 | 9.72% | Aumentadas |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 20 mil M | -USD 70.3 M | 5 | 21.22% | Reducidas |
|
| 20 |
Goldman Sachs
New York
| USD 19.6 mil M | +USD 1090 M | 24 | 5.64% | Aumentadas |
|
| 21 |
Legal & General Group
London,
United Kingdom
| USD 18.2 mil M | +USD 200 M | 22 | 9.78% | Aumentadas |
|
| 22 |
Wells Fargo
San Francisco,
California
| USD 18.1 mil M | -USD 266 M | 24 | 5.17% | Reducidas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 17.5 mil M | +USD 118 M | 20 | 7.86% | Aumentadas |
|
| 24 |
Primecap Management
Pasadena,
California
| USD 16.5 mil M | -USD 740 M | 11 | 12.24% | Reducidas |
|
| 25 |
Jennison Associates
New York
| USD 16.4 mil M | -USD 522 M | 10 | 16.28% | Reducidas |
|