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 371 mil M | -USD 4985 M | 30 | 10.77% | Reducidas |
|
| 2 |
BlackRock
New York
| USD 325 mil M | -USD 1161 M | 30 | 10.36% | Reducidas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 183 mil M | -USD 5756 M | 28 | 11.18% | Reducidas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 153 mil M | -USD 7843 M | 29 | 13.58% | Reducidas |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 144 mil M | -USD 1375 M | 23 | 14.73% | Reducidas |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| USD 70.5 mil M | +USD 677 M | 31 | 11.83% | Aumentadas |
|
| 7 |
Morgan Stanley
New York
| USD 60.6 mil M | +USD 8741 M | 35 | 9.37% | Aumentadas |
|
| 8 |
Northern Trust
Chicago,
Illinois
| USD 56.9 mil M | -USD 1184 M | 30 | 11.08% | Reducidas |
|
| 9 |
Norges Bank
Oslo,
Norway
| USD 54.2 mil M | -USD 571 M | 24 | 12.65% | Reducidas |
|
| 10 |
Bank of New York Mellon
New York
| USD 49.3 mil M | -USD 2453 M | 27 | 10.72% | Reducidas |
|
| 11 |
Capital Research Global Investors
Los Angeles,
California
| USD 48.3 mil M | +USD 1120 M | 10 | 12.53% | Aumentadas |
|
| 12 |
JP Morgan Chase
New York
| USD 47 mil M | -USD 154 M | 31 | 6.9% | Reducidas |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| USD 46 mil M | -USD 3248 M | 31 | 5.93% | Reducidas |
|
| 14 |
Capital World Investors
Los Angeles,
California
| USD 45.6 mil M | -USD 2361 M | 10 | 8.78% | Reducidas |
|
| 15 |
Capital International Investors
Los Angeles,
California
| USD 43.6 mil M | -USD 1994 M | 11 | 11.91% | Reducidas |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| USD 40 mil M | +USD 583 M | 18 | 7.37% | Aumentadas |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| USD 36 mil M | +USD 1149 M | 26 | 12.2% | Aumentadas |
|
| 18 |
UBS AM
Chicago,
Illinois
| USD 30.9 mil M | +USD 168 M | 26 | 14.47% | Aumentadas |
|
| 19 |
Legal & General Group
London,
United Kingdom
| USD 30.8 mil M | +USD 468 M | 26 | 12.06% | Aumentadas |
|
| 20 |
Invesco
Atlanta,
Georgia
| USD 28.5 mil M | -USD 1384 M | 28 | 8.28% | Reducidas |
|
| 21 |
Wells Fargo
San Francisco,
California
| USD 27.8 mil M | +USD 593 M | 33 | 6.7% | Aumentadas |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| USD 26.1 mil M | +USD 442 M | 24 | 12.3% | Aumentadas |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 25.8 mil M | +USD 5753 M | 32 | 7.49% | Aumentadas |
|
| 24 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 25.5 mil M | -USD 1504 M | 14 | 14.21% | Reducidas |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 24.6 mil M | +USD 653 M | 11 | 7.9% | Aumentadas |
|