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 |
RWM
Rench Wealth Management
Denton,
Texas
| USD 4.67 M | -USD 230 k | 2 | 4.29% | Reducidas |
|
| 2027 |
CS
Credential Securities
Vancouver,
| USD 4.67 M | -USD 529 k | 4 | 3.25% | Reducidas |
|
| 2028 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 4.66 M | +USD 2.57 M | 4 | 1.29% | Aumentadas |
|
| 2029 |
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 4.64 M | -USD 266 k | 6 | 2.04% | Reducidas |
|
| 2030 |
KT
Kanaly Trust
Houston,
Texas
| USD 4.63 M | +USD 542 k | 8 | 1.02% | Aumentadas |
|
| 2031 |
PHIMC
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 4.61 M | -USD 3.39 M | 2 | 3.78% | Reducidas |
|
| 2032 |
RP
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 4.6 M | -USD 18.5 k | 2 | 2.44% | Reducidas |
|
| 2033 |
KFP
Keystone Financial Planning
Cleveland,
Ohio
| USD 4.59 M | -USD 396 k | 1 | 3.71% | Reducidas |
|
| 2034 |
WA
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 4.57 M | -USD 17.8 k | 3 | 4.96% | Reducidas |
|
| 2035 |
Gratus Capital
Atlanta,
Georgia
| USD 4.57 M | -USD 1.95 M | 2 | 1.1% | Reducidas |
|
| 2036 |
IFC Holdings
Tampa,
Florida
| USD 4.57 M | -USD 1.79 M | 5 | 0.7% | Reducidas |
|
| 2037 |
RAM
Redmond Asset Management
Henrico,
Virginia
| USD 4.56 M | +USD 459 k | 4 | 2.43% | Aumentadas |
|
| 2038 |
DM
Diker Management
New York
| USD 4.55 M | -USD 2.44 M | 2 | 1% | Reducidas |
|
| 2039 |
CO
Caldwell & Orkin
Norcross,
Georgia
| USD 4.54 M | +USD 3.69 M | 3 | 2.89% | Aumentadas |
|
| 2040 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
| USD 4.53 M | +USD 1.78 M | 1 | 4.17% | Aumentadas |
|
| 2041 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 4.53 M | -USD 381 k | 5 | 3.28% | Reducidas |
|
| 2042 |
MVA
Mount Vernon Associates
Baltimore,
Maryland
| USD 4.52 M | +USD 272 k | 4 | 10.5% | Aumentadas |
|
| 2043 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 4.52 M | +USD 1.32 M | 2 | 2.4% | Aumentadas |
|
| 2044 |
CCM
Crossvault Capital Management
San Antonio,
Texas
| USD 4.49 M | +USD 713 k | 2 | 3.51% | Aumentadas |
|
| 2045 |
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 4.48 M | -USD 172 k | 2 | 2.39% | Reducidas |
|
| 2046 |
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 4.46 M | +USD 202 k | 5 | 4.61% | Aumentadas |
|
| 2047 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 4.44 M | -USD 1.87 M | 6 | 1.35% | Reducidas |
|
| 2048 |
BCM
Birmingham Capital Management
Birmingham,
Alabama
| USD 4.43 M | +USD 92.7 k | 1 | 1.93% | Aumentadas |
|
| 2049 |
HCA
Horan Capital Advisors
Cincinnati,
Ohio
| USD 4.42 M | +USD 241 k | 3 | 3.72% | Aumentadas |
|
| 2050 |
BA
BKS Advisors
Southfield,
Michigan
| USD 4.42 M | +USD 2.67 M | 4 | 2.46% | Aumentadas |
|