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 261 mil M | +USD 3714 M | 26 | 8.9% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 226 mil M | +USD 3036 M | 26 | 8.68% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 141 mil M | +USD 1711 M | 26 | 9.67% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 107 mil M | -USD 2513 M | 23 | 11.8% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 101 mil M | -USD 2100 M | 20 | 13.03% | Reducidas |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| USD 46.3 mil M | +USD 1488 M | 26 | 9.68% | Aumentadas |
|
| 7 |
Capital World Investors
Los Angeles,
California
| USD 45.6 mil M | -USD 3775 M | 10 | 10.2% | Reducidas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 40.3 mil M | -USD 100 M | 26 | 9.02% | Reducidas |
|
| 9 |
Norges Bank
Oslo,
Norway
| USD 38 mil M | +USD 593 M | 20 | 10.61% | Aumentadas |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| USD 37.3 mil M | -USD 100 M | 9 | 11.2% | Reducidas |
|
| 11 |
JP Morgan Chase
New York
| USD 35.8 mil M | -USD 1641 M | 25 | 6.68% | Reducidas |
|
| 12 |
Bank of New York Mellon
New York
| USD 33.9 mil M | -USD 726 M | 24 | 8.73% | Reducidas |
|
| 13 |
Capital International Investors
Los Angeles,
California
| USD 33.8 mil M | +USD 279 M | 10 | 11.47% | Aumentadas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 33.2 mil M | +USD 228 M | 26 | 4.76% | Aumentadas |
|
| 15 |
Morgan Stanley
New York
| USD 32.8 mil M | +USD 1356 M | 27 | 7.63% | Aumentadas |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| USD 27.2 mil M | -USD 1372 M | 19 | 5.7% | Reducidas |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| USD 27 mil M | -USD 6.88 M | 21 | 10.23% | Reducidas |
|
| 18 |
Goldman Sachs
New York
| USD 25.2 mil M | +USD 2296 M | 25 | 6.42% | Aumentadas |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 24 mil M | +USD 1002 M | 5 | 23.15% | Aumentadas |
|
| 20 |
Invesco
Atlanta,
Georgia
| USD 22 mil M | -USD 23.7 mil M | 23 | 6.83% | Reducidas |
|
| 21 |
UBS AM
Chicago,
Illinois
| USD 21.3 mil M | +USD 1201 M | 22 | 13.03% | Aumentadas |
|
| 22 |
Legal & General Group
London,
United Kingdom
| USD 21.3 mil M | +USD 615 M | 22 | 10.13% | Aumentadas |
|
| 23 |
Wells Fargo
San Francisco,
California
| USD 20 mil M | -USD 546 M | 25 | 5.39% | Reducidas |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| USD 18.9 mil M | -USD 419 M | 21 | 7.86% | Reducidas |
|
| 25 |
Janus Henderson Group
London,
| USD 18.6 mil M | +USD 175 M | 16 | 9.54% | Aumentadas |
|