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 |
BHBT
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 4.27 M | -USD 105 k | 4 | 4.17% | Reducidas |
|
| 2027 |
MC
Menta Capital
San Francisco,
California
| USD 4.27 M | +USD 1.11 M | 4 | 0.7% | Aumentadas |
|
| 2028 |
MBT
Monroe Bank & Trust
Monroe,
Michigan
| USD 4.27 M | -USD 502 k | 4 | 1.56% | Reducidas |
|
| 2029 |
CAM
Castlerock Asset Management
New York
| USD 4.21 M | +USD 1.95 M | 2 | 35.51% | Aumentadas |
|
| 2030 |
SR
Sloane Robinson
London,
United Kingdom
| USD 4.21 M | -USD 5.97 M | 1 | 6.02% | Reducidas |
|
| 2031 |
Alpha Capital Management
Austin,
Texas
| USD 4.2 M | +USD 40.2 k | 2 | 3.3% | Aumentadas |
|
| 2032 |
IAM
ICM Asset Management
Spokane,
Washington
| USD 4.2 M | -USD 784 k | 2 | 4.54% | Reducidas |
|
| 2033 |
1GA
1st Global Advisors
Dallas,
Texas
| USD 4.15 M | -USD 170 k | 6 | 0.65% | Reducidas |
|
| 2034 |
Constellation Wealth Advisors
New York
| USD 4.14 M | +USD 552 k | 3 | 0.38% | Aumentadas |
|
| 2035 |
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 4.13 M | -USD 49.2 k | 2 | 1.48% | Reducidas |
|
| 2036 |
Naples Global Advisors
Naples,
Florida
| USD 4.13 M | +USD 607 k | 3 | 2.43% | Aumentadas |
|
| 2037 |
TF
Trutina Financial
Bellevue,
Washington
| USD 4.13 M | -USD 335 k | 1 | 3.09% | Reducidas |
|
| 2038 |
MC
Miles Capital
West Des Moines,
Iowa
| USD 4.12 M | -USD 959 k | 2 | 2.19% | Reducidas |
|
| 2039 |
Garde Capital
Seattle,
Washington
| USD 4.12 M | -USD 214 k | 4 | 1.61% | Reducidas |
|
| 2040 |
CCS
Crosspoint Capital Strategies
Orinda,
California
| USD 4.12 M | +USD 1 M | 6 | 3.05% | Aumentadas |
|
| 2041 |
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 4.12 M | USD 0 | 2 | 0.18% | Mantenido |
|
| 2042 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 4.12 M | +USD 3.87 M | 2 | 0.26% | Nuevas |
|
| 2043 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 4.1 M | -USD 11 M | 3 | 0.52% | Reducidas |
|
| 2044 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
| USD 4.09 M | +USD 143 k | 8 | 2.48% | Aumentadas |
|
| 2045 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 4.08 M | -USD 9.6 k | 1 | 0.57% | Reducidas |
|
| 2046 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| USD 4.07 M | +USD 151 k | 2 | 2.06% | Aumentadas |
|
| 2047 |
Comerica Securities
Detroit,
Michigan
| USD 4.05 M | +USD 2.86 M | 6 | 1.36% | Aumentadas |
|
| 2048 |
One Capital Management
Westlake Village,
California
| USD 4.05 M | -USD 89 k | 6 | 1.45% | Reducidas |
|
| 2049 |
CP
Camelot Portfolios
Maumee,
Ohio
| USD 4.04 M | +USD 221 k | 4 | 2.35% | Aumentadas |
|
| 2050 |
ACI
Advance Capital I
Southfield,
Michigan
| USD 4.03 M | USD 0 | 3 | 1.97% | Mantenido |
|