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 |
Herald Investment Management
London,
United Kingdom
| USD 12.6 M | -USD 298 k | 6 | 3.95% | Reducidas |
|
| 2027 |
West Coast Financial
Santa Barbara,
California
| USD 12.5 M | -USD 2.53 M | 4 | 3.53% | Reducidas |
|
| 2028 |
Financial Sense Advisors
San Diego,
California
| USD 12.5 M | -USD 65.9 k | 5 | 5.79% | Reducidas |
|
| 2029 |
Cheviot Value Management
Beverly Hills,
California
| USD 12.5 M | -USD 436 k | 2 | 6.48% | Reducidas |
|
| 2030 |
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 12.5 M | +USD 12.2 M | 3 | 8.85% | Nuevas |
|
| 2031 |
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 12.4 M | +USD 290 k | 3 | 10.6% | Aumentadas |
|
| 2032 |
S&T Bank
Indiana,
Pennsylvania
| USD 12.4 M | +USD 86.3 k | 1 | 2.1% | Aumentadas |
|
| 2033 |
Fund Evaluation Group
Cincinnati,
Ohio
| USD 12.4 M | +USD 12.3 M | 4 | 1.33% | Nuevas |
|
| 2034 |
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 12.4 M | +USD 695 k | 6 | 4.59% | Aumentadas |
|
| 2035 |
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 12.4 M | +USD 71.1 k | 3 | 5.25% | Aumentadas |
|
| 2036 |
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 12.4 M | +USD 405 k | 8 | 6.18% | Aumentadas |
|
| 2037 |
Moloney Securities Asset Management
Manchester,
Missouri
| USD 12.3 M | -USD 1.91 M | 9 | 5.18% | Reducidas |
|
| 2038 |
HeadInvest LLC
Portland,
Maine
| USD 12.3 M | -USD 317 k | 5 | 3.79% | Reducidas |
|
| 2039 |
SC
Sawyer & Company
Boston,
Massachusetts
| USD 12.3 M | +USD 12.1 M | 7 | 8.07% | Nuevas |
|
| 2040 |
Avantax Planning Partners
Dubuque,
Iowa
| USD 12.3 M | -USD 5.37 M | 6 | 1.13% | Reducidas |
|
| 2041 |
Laffer Tengler Investments
Nashville,
Tennessee
| USD 12.3 M | -USD 252 k | 1 | 3.08% | Reducidas |
|
| 2042 |
Horan Capital Advisors
Cincinnati,
Ohio
| USD 12.3 M | -USD 499 k | 6 | 7.99% | Reducidas |
|
| 2043 |
Wellington Shields & Co
New York
| USD 12.3 M | -USD 25.2 k | 5 | 6.59% | Reducidas |
|
| 2044 |
Teewinot Capital Advisers
New York
| USD 12.3 M | -USD 1.03 M | 4 | 5.17% | Reducidas |
|
| 2045 |
Summit Securities Group
New York
| USD 12.3 M | +USD 10.2 M | 3 | 1.46% | Aumentadas |
|
| 2046 |
Rikoon Group
Santa Fe,
New Mexico
| USD 12.2 M | -USD 343 k | 6 | 5.04% | Reducidas |
|
| 2047 |
Clearstead Trust
Portland,
Maine
| USD 12.2 M | -USD 172 k | 6 | 8.32% | Reducidas |
|
| 2048 |
CCM
Consolidated Capital Management
Burbank,
California
| USD 12.1 M | +USD 616 k | 3 | 12.51% | Aumentadas |
|
| 2049 |
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 12.1 M | +USD 1.26 M | 10 | 3.97% | Aumentadas |
|
| 2050 |
KWMG
King Wealth Management Group
Naples,
Florida
| USD 12.1 M | +USD 546 k | 6 | 4.27% | Aumentadas |
|