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 |
PFM
PacWest Financial Management
Phoenix,
Arizona
| USD 6.71 M | -USD 425 k | 4 | 4.19% | Reducidas |
|
| 2027 |
BancorpSouth
Tupelo,
Mississippi
| USD 6.71 M | +USD 280 k | 5 | 0.75% | Aumentadas |
|
| 2028 |
LIM
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 6.7 M | -USD 858 k | 2 | 5.34% | Reducidas |
|
| 2029 |
PA
Pastel & Associes
Paris,
France
| USD 6.68 M | +USD 6.59 M | 1 | 9.33% | Nuevas |
|
| 2030 |
FPTW
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 6.66 M | -USD 47.7 k | 4 | 3.55% | Reducidas |
|
| 2031 |
Gradient Investments
Arden Hills,
Minnesota
| USD 6.66 M | +USD 850 k | 11 | 0.72% | Aumentadas |
|
| 2032 |
North Star Investment Management
Chicago,
Illinois
| USD 6.66 M | +USD 469 k | 9 | 1.23% | Aumentadas |
|
| 2033 |
FIM
FourPoints Investment Managers
Paris,
France
| USD 6.65 M | -USD 581 k | 6 | 4.65% | Reducidas |
|
| 2034 |
WA
Westport Advisers
Westport,
Connecticut
| USD 6.64 M | USD 0 | 1 | 1.22% | Mantenido |
|
| 2035 |
IMA Advisory Services
Denver,
Colorado
| USD 6.64 M | +USD 200 k | 5 | 4.17% | Aumentadas |
|
| 2036 |
IAM
Impala Asset Management
Palm Beach,
Florida
| USD 6.64 M | -USD 14.2 M | 1 | 0.48% | Reducidas |
|
| 2037 |
American Money Management
Rancho Santa Fe,
California
| USD 6.61 M | -USD 140 k | 3 | 5.47% | Reducidas |
|
| 2038 |
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 6.59 M | +USD 304 k | 5 | 1.41% | Aumentadas |
|
| 2039 |
LCM
Leisure Capital Management
Costa Mesa,
California
| USD 6.59 M | +USD 239 k | 6 | 6.47% | Aumentadas |
|
| 2040 |
Davidson Kempner Capital Management
New York
| USD 6.58 M | +USD 6.63 M | 1 | 0.15% | Nuevas |
|
| 2041 |
Legacy Private Trust
Neenah,
Wisconsin
| USD 6.57 M | -USD 1.25 M | 4 | 0.96% | Reducidas |
|
| 2042 |
American Capital Management
New York
| USD 6.57 M | -USD 1.91 M | 2 | 0.54% | Reducidas |
|
| 2043 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 6.56 M | -USD 11.3 M | 4 | 1.1% | Reducidas |
|
| 2044 |
Wealth Architects
Mountain View,
California
| USD 6.54 M | -USD 465 k | 9 | 3.17% | Reducidas |
|
| 2045 |
BAM
Brave Asset Management
Summit,
New Jersey
| USD 6.53 M | +USD 2.16 M | 7 | 4.37% | Aumentadas |
|
| 2046 |
Palisade Capital Management
Fort Lee,
New Jersey
| USD 6.53 M | +USD 1.11 M | 6 | 0.24% | Aumentadas |
|
| 2047 |
Aspiriant LLC
Los Angeles,
California
| USD 6.52 M | +USD 3.38 M | 5 | 0.62% | Aumentadas |
|
| 2048 |
GA
GFS Advisors
Houston,
Texas
| USD 6.52 M | -USD 3.14 M | 4 | 1.58% | Reducidas |
|
| 2049 |
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 6.52 M | -USD 690 k | 9 | 1.28% | Reducidas |
|
| 2050 |
CMT Capital Markets Trading
Frankfurt,
Germany
| USD 6.51 M | +USD 2.07 M | 3 | 0.89% | Aumentadas |
|