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 257 mil M | +USD 7533 M | 26 | 10.95% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 218 mil M | +USD 1749 M | 26 | 10.68% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 129 mil M | -USD 734 M | 24 | 11.31% | Reducidas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 103 mil M | -USD 360 M | 23 | 14.29% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 95.7 mil M | -USD 1136 M | 22 | 15.14% | Reducidas |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| USD 45.6 mil M | +USD 1218 M | 26 | 11.88% | Aumentadas |
|
| 7 |
Northern Trust
Chicago,
Illinois
| USD 38.4 mil M | -USD 161 M | 25 | 11.04% | Reducidas |
|
| 8 |
Capital World Investors
Los Angeles,
California
| USD 38.4 mil M | -USD 6726 M | 11 | 11.14% | Reducidas |
|
| 9 |
Norges Bank
Oslo,
Norway
| USD 36.7 mil M | +USD 386 M | 20 | 13.08% | Aumentadas |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| USD 35.8 mil M | -USD 429 M | 8 | 14.05% | Reducidas |
|
| 11 |
JP Morgan Chase
New York
| USD 34.5 mil M | +USD 62.7 M | 27 | 8.09% | Aumentadas |
|
| 12 |
Capital International Investors
Los Angeles,
California
| USD 34.4 mil M | +USD 1922 M | 10 | 14.05% | Aumentadas |
|
| 13 |
Bank of New York Mellon
New York
| USD 32.8 mil M | +USD 430 M | 25 | 10.85% | Aumentadas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 32 mil M | +USD 126 M | 29 | 5.77% | Aumentadas |
|
| 15 |
Morgan Stanley
New York
| USD 31.9 mil M | +USD 520 M | 27 | 8.68% | Aumentadas |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| USD 26.7 mil M | +USD 646 M | 19 | 7.07% | Aumentadas |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| USD 25.8 mil M | -USD 239 M | 21 | 12.58% | Reducidas |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 22.6 mil M | -USD 467 M | 5 | 24.46% | Reducidas |
|
| 19 |
UBS AM
Chicago,
Illinois
| USD 21.4 mil M | +USD 1196 M | 23 | 15.35% | Aumentadas |
|
| 20 |
Legal & General Group
London,
United Kingdom
| USD 20.9 mil M | +USD 647 M | 23 | 12.2% | Aumentadas |
|
| 21 |
Invesco
Atlanta,
Georgia
| USD 20.4 mil M | -USD 200 M | 23 | 8.58% | Reducidas |
|
| 22 |
Goldman Sachs
New York
| USD 19.2 mil M | -USD 5266 M | 24 | 6.76% | Reducidas |
|
| 23 |
Wells Fargo
San Francisco,
California
| USD 19.1 mil M | -USD 183 M | 26 | 6.6% | Reducidas |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| USD 17.4 mil M | -USD 423 M | 22 | 9.15% | Reducidas |
|
| 25 |
Jennison Associates
New York
| USD 17.4 mil M | -USD 119 M | 10 | 21.08% | Reducidas |
|