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 330 mil M | -USD 1592 M | 26 | 11.69% | Reducidas |
|
| 2 |
BlackRock
New York
| USD 285 mil M | +USD 4777 M | 29 | 11.38% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 166 mil M | +USD 144 M | 25 | 12.05% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 135 mil M | -USD 298 M | 23 | 14.87% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 125 mil M | +USD 1480 M | 22 | 15.78% | Aumentadas |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| USD 59.9 mil M | +USD 882 M | 27 | 12.82% | Aumentadas |
|
| 7 |
Northern Trust
Chicago,
Illinois
| USD 50.2 mil M | +USD 754 M | 26 | 11.89% | Aumentadas |
|
| 8 |
Norges Bank
Oslo,
Norway
| USD 47.8 mil M | +USD 862 M | 22 | 13.75% | Aumentadas |
|
| 9 |
Bank of New York Mellon
New York
| USD 46 mil M | +USD 3444 M | 25 | 12.28% | Aumentadas |
|
| 10 |
Capital World Investors
Los Angeles,
California
| USD 45.9 mil M | -USD 4140 M | 11 | 11.1% | Reducidas |
|
| 11 |
Capital International Investors
Los Angeles,
California
| USD 42.5 mil M | -USD 2045 M | 10 | 13.92% | Reducidas |
|
| 12 |
JP Morgan Chase
New York
| USD 42.5 mil M | -USD 1329 M | 28 | 8.19% | Reducidas |
|
| 13 |
Morgan Stanley
New York
| USD 41.9 mil M | -USD 689 M | 31 | 9.28% | Reducidas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 41.8 mil M | +USD 446 M | 28 | 6.35% | Aumentadas |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| USD 41.3 mil M | -USD 4635 M | 9 | 13.06% | Reducidas |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| USD 35 mil M | +USD 913 M | 21 | 7.8% | Aumentadas |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| USD 31.9 mil M | -USD 1452 M | 23 | 12.99% | Reducidas |
|
| 18 |
Legal & General Group
London,
United Kingdom
| USD 26.8 mil M | +USD 162 M | 23 | 12.94% | Aumentadas |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 26.4 mil M | -USD 1856 M | 7 | 20.1% | Reducidas |
|
| 20 |
Invesco
Atlanta,
Georgia
| USD 25.8 mil M | +USD 63.4 M | 25 | 9.21% | Aumentadas |
|
| 21 |
UBS AM
Chicago,
Illinois
| USD 25.5 mil M | -USD 1222 M | 23 | 15.57% | Reducidas |
|
| 22 |
Wells Fargo
San Francisco,
California
| USD 24.3 mil M | -USD 326 M | 29 | 7.08% | Reducidas |
|
| 23 |
Goldman Sachs
New York
| USD 23.2 mil M | -USD 1407 M | 27 | 7.03% | Reducidas |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| USD 22.3 mil M | +USD 14.4 M | 23 | 9.54% | Aumentadas |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| USD 21.8 mil M | -USD 218 M | 23 | 12.81% | Reducidas |
|