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 |
BAM
Brave Asset Management
Summit,
New Jersey
| USD 3.55 M | -USD 15.8 k | 6 | 2.5% | Reducidas |
|
| 2027 |
Braver Wealth Management
Needham,
Massachusetts
| USD 3.54 M | +USD 1.28 M | 2 | 0.91% | Aumentadas |
|
| 2028 |
KT
Kanaly Trust
Houston,
Texas
| USD 3.54 M | -USD 167 k | 6 | 0.65% | Reducidas |
|
| 2029 |
F
Filament
Seattle,
Washington
| USD 3.54 M | -USD 67 k | 2 | 1.52% | Reducidas |
|
| 2030 |
ACM
Ativo Capital Management
Chicago,
Illinois
| USD 3.53 M | -USD 3.62 M | 1 | 1.53% | Reducidas |
|
| 2031 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| USD 3.53 M | -USD 288 k | 1 | 1.75% | Reducidas |
|
| 2032 |
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 3.52 M | -USD 2.3 M | 1 | 3.02% | Reducidas |
|
| 2033 |
WAM
Wood Asset Management
Sarasota,
Florida
| USD 3.52 M | -USD 1.72 M | 2 | 1.2% | Reducidas |
|
| 2034 |
KAM
Kokusai Asset Management
Tokyo,
Japan
| USD 3.51 M | -USD 174 k | 1 | 4.87% | Reducidas |
|
| 2035 |
BBNB
Baker Boyer National Bank
Walla Walla,
Washington
| USD 3.47 M | -USD 384 k | 2 | 6.35% | Reducidas |
|
| 2036 |
Homrich & Berg
Atlanta,
Georgia
| USD 3.45 M | +USD 134 k | 3 | 0.39% | Aumentadas |
|
| 2037 |
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 3.44 M | +USD 205 k | 4 | 1.56% | Aumentadas |
|
| 2038 |
TIC
Trees Investment Counsel
Chicago,
Illinois
| USD 3.44 M | -USD 57.1 k | 2 | 2.7% | Reducidas |
|
| 2039 |
AAA
Adams Asset Advisors
Dallas,
Texas
| USD 3.44 M | +USD 18.2 k | 1 | 0.6% | Aumentadas |
|
| 2040 |
MMCM
Marque Millennium Capital Management
New York
| USD 3.44 M | USD 0 | 2 | 1.37% | Mantenido |
|
| 2041 |
James Investment Research
Alpha,
Ohio
| USD 3.42 M | -USD 827 k | 3 | 0.11% | Reducidas |
|
| 2042 |
EGA
E&G Advisors
Houston,
Texas
| USD 3.41 M | +USD 151 k | 2 | 2.2% | Aumentadas |
|
| 2043 |
Mountain Pacific Investment Advisers
Boise,
Idaho
| USD 3.4 M | -USD 237 k | 3 | 0.4% | Reducidas |
|
| 2044 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
| USD 3.4 M | +USD 80.9 k | 4 | 1.36% | Aumentadas |
|
| 2045 |
SC
Scholtz & Company
Stamford,
Connecticut
| USD 3.4 M | -USD 1.12 M | 2 | 3.22% | Reducidas |
|
| 2046 |
SFP
Santa Fe Partners
Santa Fe,
New Mexico
| USD 3.39 M | -USD 9.2 M | 2 | 0.51% | Reducidas |
|
| 2047 |
Forward Management
San Francisco,
California
| USD 3.39 M | -USD 34.4 k | 3 | 0.2% | Reducidas |
|
| 2048 |
Chickasaw Capital Management
Memphis,
Tennessee
| USD 3.38 M | -USD 57.5 k | 2 | 0.12% | Reducidas |
|
| 2049 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 3.37 M | -USD 80.7 k | 2 | 2.98% | Reducidas |
|
| 2050 |
CG
Clinton Group
New York
| USD 3.37 M | +USD 825 k | 5 | 1.67% | Aumentadas |
|