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 |
FPF
FNY Partners Fund
New York
| USD 9.08 M | +USD 7.15 M | 10 | 1.04% | Aumentadas |
|
| 2027 |
Ninety One
Cape Town,
South Africa
| USD 9.02 M | +USD 4.01 M | 7 | 5.88% | Aumentadas |
|
| 2028 |
Transform Wealth
Greenwood Village,
Colorado
| USD 9.02 M | -USD 574 k | 5 | 3.38% | Reducidas |
|
| 2029 |
FPTW
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 9.02 M | +USD 160 k | 5 | 4.19% | Aumentadas |
|
| 2030 |
CRB
Chad R. Baker
| USD 9.02 M | +USD 156 k | 2 | 3.67% | Aumentadas |
|
| 2031 |
Two Sigma Securities
New York
| USD 8.98 M | +USD 5.26 M | 7 | 1.76% | Aumentadas |
|
| 2032 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 8.97 M | +USD 193 k | 1 | 1.19% | Aumentadas |
|
| 2033 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 8.97 M | +USD 2.11 M | 13 | 4.09% | Aumentadas |
|
| 2034 |
SCM
Stonerise Capital Management
San Francisco,
California
| USD 8.96 M | USD 0 | 1 | 20.65% | Mantenido |
|
| 2035 |
ACM
Archon Capital Management
Seattle,
Washington
| USD 8.94 M | +USD 2.27 M | 3 | 12.73% | Aumentadas |
|
| 2036 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 8.91 M | +USD 341 k | 7 | 4.32% | Aumentadas |
|
| 2037 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 8.9 M | +USD 324 k | 5 | 5.68% | Aumentadas |
|
| 2038 |
Addison Capital
Conshohocken,
Pennsylvania
| USD 8.9 M | -USD 768 k | 5 | 7.14% | Reducidas |
|
| 2039 |
BCCM
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 8.88 M | -USD 176 k | 5 | 4.96% | Reducidas |
|
| 2040 |
Aviance Capital Partners
Naples,
Florida
| USD 8.84 M | -USD 5.65 M | 6 | 3.23% | Reducidas |
|
| 2041 |
TIA
Tiemann Investment Advisors
Menlo Park,
California
| USD 8.83 M | -USD 98.2 k | 7 | 8.18% | Reducidas |
|
| 2042 |
CCM
Courage Capital Management
Nashville,
Tennessee
| USD 8.81 M | +USD 2.08 M | 1 | 7.25% | Aumentadas |
|
| 2043 |
CCM
Consolidated Capital Management
Burbank,
California
| USD 8.8 M | -USD 801 k | 4 | 13.66% | Reducidas |
|
| 2044 |
PCM
Palouse Capital Management
Spokane,
Washington
| USD 8.78 M | -USD 197 k | 2 | 3.33% | Reducidas |
|
| 2045 |
Heartland Advisors
Milwaukee,
Wisconsin
| USD 8.77 M | +USD 184 k | 1 | 0.53% | Aumentadas |
|
| 2046 |
AF
AMG Funds
Stamford,
Connecticut
| USD 8.74 M | -USD 122 k | 4 | 4.71% | Reducidas |
|
| 2047 |
CA
Corrado Advisors
Ramsey,
New Jersey
| USD 8.71 M | +USD 372 k | 3 | 5.01% | Aumentadas |
|
| 2048 |
BancorpSouth
Tupelo,
Mississippi
| USD 8.7 M | +USD 174 k | 5 | 0.91% | Aumentadas |
|
| 2049 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 8.7 M | +USD 221 k | 6 | 3.85% | Aumentadas |
|
| 2050 |
BRC
Bishop Rock Capital
New York
| USD 8.68 M | +USD 255 k | 1 | 4.1% | Aumentadas |
|