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 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 3.61 M | -USD 33.1 k | 1 | 0.49% | Reducidas |
|
| 2027 |
Mitchell Capital Management
Leawood,
Kansas
| USD 3.61 M | +USD 3.59 M | 1 | 1.23% | Nuevas |
|
| 2028 |
OIM
Orca Investment Management
Roseburg,
Oregon
| USD 3.61 M | -USD 20.6 k | 3 | 3% | Reducidas |
|
| 2029 |
PVWM
Point View Wealth Management
Summit,
New Jersey
| USD 3.61 M | +USD 63.5 k | 3 | 3.28% | Aumentadas |
|
| 2030 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 3.6 M | -USD 320 k | 2 | 1.15% | Reducidas |
|
| 2031 |
TSS
Thomas Story & Son
Culver,
Indiana
| USD 3.6 M | -USD 788 k | 2 | 1.96% | Reducidas |
|
| 2032 |
MS
Marshall & Sullivan
Seattle,
Washington
| USD 3.59 M | -USD 48.5 k | 3 | 6.47% | Reducidas |
|
| 2033 |
PTCG
Pring Turner Capital Group
Alamo,
California
| USD 3.59 M | -USD 405 k | 1 | 3.36% | Reducidas |
|
| 2034 |
CAM
Castlerock Asset Management
New York
| USD 3.58 M | -USD 2.47 M | 2 | 10.4% | Reducidas |
|
| 2035 |
Deltec Asset Management
New York
| USD 3.58 M | USD 0 | 2 | 0.79% | Mantenido |
|
| 2036 |
BAM
Brave Asset Management
Summit,
New Jersey
| USD 3.58 M | +USD 35.8 k | 6 | 2.84% | Aumentadas |
|
| 2037 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 3.57 M | +USD 3.41 M | 4 | 2.92% | Nuevas |
|
| 2038 |
BCM
Boyle Capital Management
West Des Moines,
Iowa
| USD 3.56 M | -USD 132 k | 2 | 2.94% | Reducidas |
|
| 2039 |
BCA
Benchmark Capital Advisors
New York
| USD 3.56 M | +USD 370 k | 2 | 2.48% | Aumentadas |
|
| 2040 |
F
Filament
Seattle,
Washington
| USD 3.56 M | -USD 10.6 k | 2 | 1.66% | Reducidas |
|
| 2041 |
First Hawaiian Bank
Honolulu,
Hawaii
| USD 3.56 M | -USD 42.4 k | 6 | 0.62% | Reducidas |
|
| 2042 |
United Asset Strategies
Garden City,
New York
| USD 3.55 M | +USD 2.22 M | 4 | 2.01% | Aumentadas |
|
| 2043 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
| USD 3.54 M | +USD 19.5 k | 2 | 2.12% | Aumentadas |
|
| 2044 |
Advisory Services Network
Atlanta,
Georgia
| USD 3.52 M | +USD 609 k | 4 | 1.82% | Aumentadas |
|
| 2045 |
SSI Investment Management
Los Angeles,
California
| USD 3.52 M | -USD 7.81 M | 5 | 0.36% | Reducidas |
|
| 2046 |
EAM
Eclectica Asset Management
London,
United Kingdom
| USD 3.52 M | +USD 3.69 M | 1 | 2.73% | Nuevas |
|
| 2047 |
TIC
Trees Investment Counsel
Chicago,
Illinois
| USD 3.51 M | -USD 77.3 k | 2 | 2.81% | Reducidas |
|
| 2048 |
SVA Wealth Management
Madison,
Wisconsin
| USD 3.51 M | +USD 588 k | 4 | 1.66% | Aumentadas |
|
| 2049 |
LC
Lakeshore Capital
Birmingham,
Alabama
| USD 3.5 M | -USD 554 k | 1 | 3.54% | Reducidas |
|
| 2050 |
MMCM
Marque Millennium Capital Management
New York
| USD 3.5 M | USD 0 | 2 | 1.47% | Mantenido |
|