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 235 mil M | +USD 3397 M | 27 | 8.7% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 203 mil M | +USD 1494 M | 27 | 8.53% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 123 mil M | +USD 36.9 M | 25 | 9.14% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 99.4 mil M | +USD 28.4 M | 23 | 11.93% | Aumentadas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 92.2 mil M | +USD 366 M | 20 | 13.05% | Aumentadas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 44.4 mil M | -USD 335 M | 10 | 10.68% | Reducidas |
|
| 7 |
Invesco
Atlanta,
Georgia
| USD 42 mil M | -USD 142 M | 22 | 10.98% | Reducidas |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| USD 41 mil M | +USD 1047 M | 26 | 9.58% | Aumentadas |
|
| 9 |
Northern Trust
Chicago,
Illinois
| USD 37 mil M | -USD 1376 M | 27 | 8.85% | Reducidas |
|
| 10 |
Norges Bank
Oslo,
Norway
| USD 33.8 mil M | +USD 964 M | 20 | 10.34% | Aumentadas |
|
| 11 |
JP Morgan Chase
New York
| USD 33.5 mil M | -USD 1675 M | 25 | 6.68% | Reducidas |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| USD 33.2 mil M | -USD 1046 M | 10 | 10.89% | Reducidas |
|
| 13 |
Bank of New York Mellon
New York
| USD 31.8 mil M | +USD 151 M | 23 | 8.73% | Aumentadas |
|
| 14 |
Capital International Investors
Los Angeles,
California
| USD 30.1 mil M | +USD 593 M | 10 | 11.5% | Aumentadas |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| USD 30 mil M | +USD 639 M | 28 | 4.46% | Aumentadas |
|
| 16 |
Morgan Stanley
New York
| USD 28.6 mil M | -USD 445 M | 27 | 7.56% | Reducidas |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| USD 25.7 mil M | -USD 1319 M | 21 | 5.79% | Reducidas |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| USD 24.6 mil M | -USD 525 M | 23 | 9.95% | Reducidas |
|
| 19 |
Goldman Sachs
New York
| USD 20.7 mil M | +USD 861 M | 26 | 5.99% | Aumentadas |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 19.8 mil M | +USD 205 M | 5 | 22.47% | Aumentadas |
|
| 21 |
Wells Fargo
San Francisco,
California
| USD 18.7 mil M | +USD 227 M | 26 | 5.3% | Aumentadas |
|
| 22 |
Legal & General Group
London,
United Kingdom
| USD 18.7 mil M | +USD 202 M | 22 | 9.84% | Aumentadas |
|
| 23 |
UBS AM
Chicago,
Illinois
| USD 17.7 mil M | +USD 1330 M | 23 | 11.9% | Aumentadas |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| USD 17.6 mil M | -USD 160 M | 21 | 7.9% | Reducidas |
|
| 25 |
Janus Henderson Group
London,
| USD 16.6 mil M | +USD 213 M | 19 | 9% | Aumentadas |
|