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 |
SCI
Stableford Capital II
Scottsdale,
Arizona
| USD 9.8 M | +USD 1.17 M | 4 | 7.86% | Aumentadas |
|
| 2027 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 9.8 M | +USD 465 k | 7 | 5.45% | Aumentadas |
|
| 2028 |
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 9.8 M | +USD 2.71 M | 2 | 2.58% | Aumentadas |
|
| 2029 |
MPA
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 9.8 M | +USD 1.95 M | 2 | 7.43% | Aumentadas |
|
| 2030 |
SCM
Salem Capital Management
Woburn,
Massachusetts
| USD 9.8 M | -USD 40.8 k | 2 | 5.46% | Reducidas |
|
| 2031 |
Herald Investment Management
London,
United Kingdom
| USD 9.7 M | USD 0 | 6 | 3.34% | Mantenido |
|
| 2032 |
ACM
Axel Capital Management
New York
| USD 9.7 M | +USD 9.5 M | 1 | 4.74% | Nuevas |
|
| 2033 |
Heartland Advisors
Milwaukee,
Wisconsin
| USD 9.7 M | -USD 160 k | 1 | 0.62% | Reducidas |
|
| 2034 |
Black Swift Group
Boulder,
Colorado
| USD 9.7 M | +USD 9.5 M | 4 | 5.27% | Nuevas |
|
| 2035 |
LBC
Lawrence B. Cohen
| USD 9.7 M | -USD 734 k | 3 | 6.18% | Reducidas |
|
| 2036 |
KCMRT
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 9.6 M | +USD 2.06 M | 2 | 5.99% | Aumentadas |
|
| 2037 |
ARMT
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 9.6 M | -USD 227 k | 8 | 7.83% | Reducidas |
|
| 2038 |
CA
Corrado Advisors
Ramsey,
New Jersey
| USD 9.6 M | +USD 204 k | 3 | 5.27% | Aumentadas |
|
| 2039 |
Telos Capital Management
San Diego,
California
| USD 9.6 M | -USD 603 k | 6 | 3.84% | Reducidas |
|
| 2040 |
IAM
Integre Asset Management
New York
| USD 9.6 M | +USD 92.8 k | 4 | 5.81% | Aumentadas |
|
| 2041 |
SCM
SOL Capital Management
Rockville,
Maryland
| USD 9.6 M | -USD 139 k | 8 | 2.63% | Reducidas |
|
| 2042 |
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 9.5 M | +USD 812 k | 8 | 2.47% | Aumentadas |
|
| 2043 |
Vigilant Capital Management
Portland,
Maine
| USD 9.5 M | +USD 6.3 M | 7 | 1.55% | Aumentadas |
|
| 2044 |
WC
Whitnell & Co
Oak Brook,
Illinois
| USD 9.49 M | -USD 68.2 k | 6 | 4.2% | Reducidas |
|
| 2045 |
SignatureFD
Atlanta,
Georgia
| USD 9.48 M | +USD 710 k | 7 | 1.38% | Aumentadas |
|
| 2046 |
CCM
Consolidated Capital Management
Burbank,
California
| USD 9.45 M | +USD 29.6 k | 4 | 14.03% | Aumentadas |
|
| 2047 |
Isthmus Partners
Madison,
Wisconsin
| USD 9.43 M | -USD 542 k | 6 | 2.76% | Reducidas |
|
| 2048 |
Azzad Asset Management
Falls Church,
Virginia
| USD 9.42 M | -USD 522 k | 4 | 3.38% | Reducidas |
|
| 2049 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 9.41 M | -USD 161 k | 5 | 6.22% | Reducidas |
|
| 2050 |
LK
Lumbard & Kellner
Hollis,
New Hampshire
| USD 9.41 M | -USD 472 k | 3 | 5.38% | Reducidas |
|