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 |
IC
Investment Counsel
Petoskey,
Michigan
| USD 6.56 M | +USD 33.6 k | 4 | 6.12% | Aumentadas |
|
| 2027 |
WA1
Wimmer Associates 1
Pasadena,
California
| USD 6.53 M | +USD 1.03 M | 6 | 5.99% | Aumentadas |
|
| 2028 |
RIA
RPG Investment Advisory
Pleasanton,
California
| USD 6.52 M | -USD 875 k | 4 | 2.52% | Reducidas |
|
| 2029 |
North Star Investment Management
Chicago,
Illinois
| USD 6.52 M | +USD 843 k | 8 | 1.25% | Aumentadas |
|
| 2030 |
LBC
Lawrence B. Cohen
| USD 6.52 M | -USD 302 k | 4 | 4.26% | Reducidas |
|
| 2031 |
AO
Allen Operations
New York
| USD 6.51 M | USD 0 | 2 | 7.36% | Mantenido |
|
| 2032 |
AA
Antipodean Advisors
New York
| USD 6.48 M | -USD 91.1 M | 1 | 2.94% | Reducidas |
|
| 2033 |
LVW Advisors
Pittsford,
New York
| USD 6.47 M | -USD 302 k | 7 | 2.07% | Reducidas |
|
| 2034 |
NBC
Neuberger Berman Canada
Toronto,
Ontario, Canada
| USD 6.47 M | -USD 931 k | 5 | 2.38% | Reducidas |
|
| 2035 |
MCM
Mork Capital Management
Healdsburg,
California
| USD 6.45 M | +USD 23.6 M | 5 | 6.29% | Aumentadas |
|
| 2036 |
Group One Trading
Chicago,
Illinois
| USD 6.44 M | +USD 1.29 M | 4 | 0.09% | Aumentadas |
|
| 2037 |
Garde Capital
Seattle,
Washington
| USD 6.43 M | +USD 1.4 M | 5 | 2.13% | Aumentadas |
|
| 2038 |
LI
Longer Investments
Fayetteville,
Arkansas
| USD 6.42 M | +USD 4.5 M | 3 | 5.32% | Aumentadas |
|
| 2039 |
Herald Investment Management
London,
United Kingdom
| USD 6.4 M | -USD 1.23 M | 5 | 2.72% | Reducidas |
|
| 2040 |
FCM
Forester Capital Management
Lake Forest,
Illinois
| USD 6.4 M | -USD 1.21 M | 2 | 5.97% | Reducidas |
|
| 2041 |
IMA Advisory Services
Denver,
Colorado
| USD 6.39 M | +USD 693 k | 4 | 3.71% | Aumentadas |
|
| 2042 |
ACM
Ativo Capital Management
Chicago,
Illinois
| USD 6.37 M | +USD 1.38 M | 3 | 1.73% | Aumentadas |
|
| 2043 |
CYG
Clean Yield Group
Norwich,
Vermont
| USD 6.36 M | +USD 49.3 k | 6 | 2.83% | Aumentadas |
|
| 2044 |
MHIM
MacNealy Hoover Investment Management
Canton,
Ohio
| USD 6.35 M | +USD 49.2 k | 4 | 5.16% | Aumentadas |
|
| 2045 |
Portland Global Advisors
Portland,
Maine
| USD 6.35 M | +USD 126 k | 5 | 3.04% | Aumentadas |
|
| 2046 |
RCA
Rex Capital Advisors
Providence,
Rhode Island
| USD 6.35 M | -USD 809 k | 2 | 6.55% | Reducidas |
|
| 2047 |
Foundation Resource Management
Little Rock,
Arkansas
| USD 6.35 M | -USD 48.9 k | 2 | 1.3% | Reducidas |
|
| 2048 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 6.34 M | +USD 216 k | 2 | 2.02% | Aumentadas |
|
| 2049 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 6.34 M | +USD 1.56 M | 1 | 1.75% | Aumentadas |
|
| 2050 |
WA
WFG Advisors
Dallas,
Texas
| USD 6.34 M | -USD 738 k | 13 | 1.83% | Reducidas |
|