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 |
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 4.47 M | -USD 295 k | 8 | 0.31% | Reducidas |
|
| 2027 |
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 4.47 M | +USD 692 k | 6 | 1.7% | Aumentadas |
|
| 2028 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 4.46 M | -USD 24 M | 2 | 0.47% | Reducidas |
|
| 2029 |
AIA
Affinity Investment Advisors
Newport Beach,
California
| USD 4.46 M | -USD 21.2 M | 1 | 0.32% | Reducidas |
|
| 2030 |
MCM
Matarin Capital Management
New York
| USD 4.45 M | +USD 2.2 M | 3 | 1.35% | Aumentadas |
|
| 2031 |
OCA
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 4.44 M | +USD 4.3 M | 1 | 3.01% | Nuevas |
|
| 2032 |
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 4.39 M | +USD 136 k | 5 | 1.74% | Aumentadas |
|
| 2033 |
IC
Intersect Capital
San Ramon,
California
| USD 4.39 M | +USD 1.12 M | 7 | 3.38% | Aumentadas |
|
| 2034 |
SPC
Standard Pacific Capital
San Francisco,
California
| USD 4.39 M | -USD 3.43 M | 1 | 3.56% | Reducidas |
|
| 2035 |
BS
Bessemer Securities
New York
| USD 4.39 M | +USD 152 k | 1 | 1.5% | Aumentadas |
|
| 2036 |
PRHC
P.R. Herzig & Co
Roslyn Heights,
New York
| USD 4.37 M | -USD 876 k | 3 | 7.49% | Reducidas |
|
| 2037 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 4.37 M | +USD 655 k | 2 | 1.99% | Aumentadas |
|
| 2038 |
WA
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 4.37 M | -USD 10.8 k | 3 | 4.35% | Reducidas |
|
| 2039 |
Stockman Wealth Management
Billings,
Montana
| USD 4.36 M | +USD 43.5 k | 2 | 3.72% | Aumentadas |
|
| 2040 |
BCM
Brightfield Capital Management
New York
| USD 4.35 M | +USD 1.43 M | 2 | 4.71% | Aumentadas |
|
| 2041 |
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 4.35 M | +USD 477 k | 5 | 2.33% | Aumentadas |
|
| 2042 |
Condor Capital Management
Martinsville,
New Jersey
| USD 4.33 M | -USD 9.26 k | 3 | 1.03% | Reducidas |
|
| 2043 |
TIA
Trust Investment Advisors
Indianapolis,
Indiana
| USD 4.32 M | +USD 137 k | 2 | 4.29% | Aumentadas |
|
| 2044 |
RAM
Redmond Asset Management
Henrico,
Virginia
| USD 4.32 M | -USD 456 k | 4 | 2.18% | Reducidas |
|
| 2045 |
WP
WealthPLAN Partners
Omaha,
Nebraska
| USD 4.3 M | +USD 4.25 M | 7 | 2% | Nuevas |
|
| 2046 |
BCM
Beck Capital Management
Austin,
Texas
| USD 4.29 M | -USD 2.82 M | 4 | 2.45% | Reducidas |
|
| 2047 |
Zions Bancorporation
Salt Lake City,
Utah
| USD 4.28 M | +USD 4.41 M | 9 | 0.73% | Nuevas |
|
| 2048 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 4.27 M | -USD 52.8 k | 3 | 1.55% | Reducidas |
|
| 2049 |
BL
BCWM LLC
Overland Park,
Kansas
| USD 4.27 M | +USD 147 k | 2 | 1.98% | Aumentadas |
|
| 2050 |
Formidable Asset Management
Cincinnati,
Ohio
| USD 4.26 M | -USD 34.7 k | 6 | 2.81% | Reducidas |
|