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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
LA
Lau Associates
Greenville,
Delaware
| USD 3.56 M | -USD 206 k | 2 | 3.16% | Reducidas |
|
| 2027 |
Bellecapital
Zurich,
Switzerland
| USD 3.56 M | +USD 3.29 M | 4 | 3.41% | Nuevas |
|
| 2028 |
SSI
Scott & Selber Inc
Houston,
Texas
| USD 3.55 M | -USD 2.41 M | 3 | 2.6% | Reducidas |
|
| 2029 |
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| USD 3.54 M | USD 0 | 1 | 0.29% | Mantenido |
|
| 2030 |
Field & Main Bank
Henderson,
Kentucky
| USD 3.52 M | +USD 3.3 M | 4 | 3.43% | Nuevas |
|
| 2031 |
Deltec Asset Management
New York
| USD 3.52 M | -USD 36.3 k | 2 | 0.85% | Reducidas |
|
| 2032 |
Kanaly Trust
Houston,
Texas
| USD 3.52 M | +USD 2.06 M | 4 | 0.7% | Aumentadas |
|
| 2033 |
ParenteBeard Wealth Management
York,
Pennsylvania
| USD 3.5 M | +USD 1.35 M | 3 | 1.37% | Aumentadas |
|
| 2034 |
CCM
Catapult Capital Management
New York
| USD 3.5 M | +USD 3.17 M | 1 | 0.83% | Nuevas |
|
| 2035 |
Waverly Advisors
Birmingham,
Alabama
| USD 3.49 M | +USD 550 k | 10 | 1.23% | Aumentadas |
|
| 2036 |
Jump Trading
Chicago,
Illinois
| USD 3.49 M | +USD 2.29 M | 4 | 0.32% | Aumentadas |
|
| 2037 |
RTIM
Round Table Investment Management
Charlotte,
North Carolina
| USD 3.48 M | +USD 378 k | 2 | 0.38% | Aumentadas |
|
| 2038 |
NuWave Investment Management
Parsippany,
New Jersey
| USD 3.48 M | +USD 334 k | 5 | 3.08% | Aumentadas |
|
| 2039 |
Somerset Group
Wayzata,
Minnesota
| USD 3.47 M | -USD 1.03 M | 3 | 2.71% | Reducidas |
|
| 2040 |
Boyle Capital Management
West Des Moines,
Iowa
| USD 3.46 M | +USD 1.17 M | 2 | 2.91% | Aumentadas |
|
| 2041 |
Alpha Capital Management
Austin,
Texas
| USD 3.45 M | -USD 3.57 M | 2 | 2.78% | Reducidas |
|
| 2042 |
Checchi Capital Advisers
Beverly Hills,
California
| USD 3.44 M | +USD 3.22 M | 5 | 2.68% | Nuevas |
|
| 2043 |
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 3.42 M | +USD 3.28 M | 3 | 2.33% | Nuevas |
|
| 2044 |
Horan Capital Advisors
Cincinnati,
Ohio
| USD 3.41 M | -USD 27.8 k | 4 | 3.48% | Reducidas |
|
| 2045 |
Security National Bank of So Dak
Sioux City,
Iowa
| USD 3.39 M | +USD 57.8 k | 3 | 5.7% | Aumentadas |
|
| 2046 |
Chickasaw Capital Management
Memphis,
Tennessee
| USD 3.39 M | -USD 246 k | 2 | 0.19% | Reducidas |
|
| 2047 |
Kokusai Asset Management
Tokyo,
Japan
| USD 3.39 M | -USD 443 k | 1 | 4.49% | Reducidas |
|
| 2048 |
First Hawaiian Bank
Honolulu,
Hawaii
| USD 3.39 M | +USD 404 k | 6 | 0.6% | Aumentadas |
|
| 2049 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 3.39 M | USD 0 | 2 | 0.41% | Mantenido |
|
| 2050 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 3.39 M | -USD 283 k | 1 | 1.53% | Reducidas |
|