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 |
BO
Bank OZK
Little Rock,
Arkansas
| USD 4.44 M | -USD 167 k | 3 | 1.53% | Reducidas |
|
| 2027 |
BS
Bessemer Securities
New York
| USD 4.42 M | +USD 1.12 M | 1 | 1.52% | Aumentadas |
|
| 2028 |
BA
Bennicas & Associates
Portola Valley,
California
| USD 4.41 M | -USD 65.4 k | 3 | 3.52% | Reducidas |
|
| 2029 |
Anson Funds Management
Dallas,
Texas
| USD 4.4 M | +USD 4.45 M | 1 | 5.2% | Nuevas |
|
| 2030 |
M Holdings Securities
Portland,
Oregon
| USD 4.4 M | -USD 27.5 k | 4 | 2.86% | Reducidas |
|
| 2031 |
DM
Diker Management
New York
| USD 4.38 M | +USD 229 k | 2 | 0.86% | Aumentadas |
|
| 2032 |
GCMG
Gyroscope Capital Management Group
Naples,
Florida
| USD 4.37 M | +USD 4.44 M | 3 | 3.59% | Nuevas |
|
| 2033 |
KT
Kanaly Trust
Houston,
Texas
| USD 4.35 M | +USD 902 k | 6 | 0.87% | Aumentadas |
|
| 2034 |
Squarepoint
New York
| USD 4.35 M | +USD 4.4 M | 5 | 4.21% | Nuevas |
|
| 2035 |
PLFAM
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 4.34 M | -USD 273 k | 2 | 2.56% | Reducidas |
|
| 2036 |
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 4.33 M | +USD 397 k | 5 | 1.79% | Aumentadas |
|
| 2037 |
IberiaBank
Lafayette,
Louisiana
| USD 4.32 M | -USD 256 k | 3 | 2.36% | Reducidas |
|
| 2038 |
Sky Investment Group
Hartford,
Connecticut
| USD 4.31 M | -USD 1.38 M | 2 | 2.25% | Reducidas |
|
| 2039 |
HIS
Horizon Investment Services
Hammond,
Indiana
| USD 4.3 M | +USD 16.1 k | 1 | 2.03% | Aumentadas |
|
| 2040 |
MS
Marshall & Sullivan
Seattle,
Washington
| USD 4.27 M | -USD 92.5 k | 4 | 5.3% | Reducidas |
|
| 2041 |
GMA
Goldstein Munger & Associates
San Ramon,
California
| USD 4.26 M | +USD 257 k | 3 | 1.8% | Aumentadas |
|
| 2042 |
One Capital Management
Westlake Village,
California
| USD 4.25 M | +USD 231 k | 4 | 1.59% | Aumentadas |
|
| 2043 |
Formidable Asset Management
Cincinnati,
Ohio
| USD 4.24 M | -USD 29.4 k | 6 | 2.89% | Reducidas |
|
| 2044 |
LAIC
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 4.23 M | +USD 4.26 M | 3 | 4.2% | Nuevas |
|
| 2045 |
Hodges Capital Management
Dallas,
Texas
| USD 4.22 M | -USD 49.4 k | 2 | 0.17% | Reducidas |
|
| 2046 |
Condor Capital Management
Martinsville,
New Jersey
| USD 4.2 M | -USD 1.9 M | 4 | 1.14% | Reducidas |
|
| 2047 |
Novare Capital Management
Charlotte,
North Carolina
| USD 4.2 M | -USD 137 k | 4 | 1.04% | Reducidas |
|
| 2048 |
SAM
Solaris Asset Management
New York
| USD 4.19 M | -USD 18.9 k | 4 | 2.71% | Reducidas |
|
| 2049 |
AMIM
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 4.16 M | -USD 251 k | 2 | 2.26% | Reducidas |
|
| 2050 |
Pinnacle Advisory Group
Columbia,
Maryland
| USD 4.14 M | -USD 178 k | 3 | 0.37% | Reducidas |
|