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 |
BMC
Benin Management Corp
Wilton,
Connecticut
| USD 6.86 M | -USD 743 k | 5 | 3.81% | Reducidas |
|
| 2027 |
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 6.85 M | +USD 497 k | 4 | 4.75% | Aumentadas |
|
| 2028 |
GLI
Guardian Life Insurance
New York
| USD 6.85 M | -USD 1.35 M | 10 | 0.69% | Reducidas |
|
| 2029 |
LBC
Lawrence B. Cohen
| USD 6.83 M | -USD 135 k | 4 | 4.64% | Reducidas |
|
| 2030 |
SGH
Schonfeld Group Holdings
Jericho,
New York
| USD 6.83 M | -USD 20.1 M | 5 | 4.33% | Reducidas |
|
| 2031 |
RHFI
Reilly Herbert Faulkner III
| USD 6.82 M | -USD 21.9 k | 2 | 5.74% | Reducidas |
|
| 2032 |
SHCM
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 6.76 M | +USD 1.3 M | 4 | 3.67% | Aumentadas |
|
| 2033 |
Consolidated Investment Group
Englewood,
Colorado
| USD 6.74 M | +USD 104 k | 2 | 3.02% | Aumentadas |
|
| 2034 |
SM
Southport Management
Wilson,
Wyoming
| USD 6.74 M | +USD 3.16 M | 2 | 11.95% | Aumentadas |
|
| 2035 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
| USD 6.74 M | +USD 514 k | 7 | 0.88% | Aumentadas |
|
| 2036 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
| USD 6.74 M | USD 0 | 2 | 0.89% | Mantenido |
|
| 2037 |
EAMA
EFG Asset Management (Americas)
Miami,
Florida
| USD 6.72 M | +USD 1.58 M | 2 | 4.17% | Aumentadas |
|
| 2038 |
LCM
Leisure Capital Management
Costa Mesa,
California
| USD 6.72 M | +USD 2.78 M | 6 | 6.12% | Aumentadas |
|
| 2039 |
Prospera Financial Services
Dallas,
Texas
| USD 6.7 M | +USD 1.42 M | 6 | 1.47% | Aumentadas |
|
| 2040 |
City Holding Co
Charleston,
West Virginia
| USD 6.7 M | +USD 182 k | 8 | 3.45% | Aumentadas |
|
| 2041 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
| USD 6.69 M | +USD 6.69 M | 4 | 5.9% | Nuevas |
|
| 2042 |
MAA
Mraz Amerine & Associates
Modesto,
California
| USD 6.69 M | +USD 120 k | 2 | 2.55% | Aumentadas |
|
| 2043 |
GCM
Glaxis Capital Management
Sarasota,
Florida
| USD 6.66 M | +USD 6.28 M | 2 | 29.04% | Nuevas |
|
| 2044 |
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 6.65 M | +USD 210 k | 5 | 1.74% | Aumentadas |
|
| 2045 |
Gradient Investments
Arden Hills,
Minnesota
| USD 6.64 M | -USD 1.58 M | 11 | 0.89% | Reducidas |
|
| 2046 |
CC
Coastland Capital
Palo Alto,
California
| USD 6.64 M | -USD 16.9 M | 2 | 0.24% | Reducidas |
|
| 2047 |
AO
Allen Operations
New York
| USD 6.64 M | +USD 97.5 k | 2 | 7.47% | Aumentadas |
|
| 2048 |
IFC Holdings
Tampa,
Florida
| USD 6.63 M | +USD 1.23 M | 7 | 0.88% | Aumentadas |
|
| 2049 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
| USD 6.61 M | +USD 242 k | 4 | 4.24% | Aumentadas |
|
| 2050 |
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 6.6 M | +USD 66.8 k | 2 | 2.19% | Aumentadas |
|