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 |
Ferris Capital
Marlborough,
Massachusetts
| USD 12.7 M | -USD 1.88 M | 12 | 5.14% | Reducidas |
|
| 2027 |
Oakcliff Capital Partners
New York
| USD 12.7 M | +USD 709 k | 1 | 10.86% | Aumentadas |
|
| 2028 |
Corrado Advisors
Ramsey,
New Jersey
| USD 12.7 M | +USD 1.49 M | 4 | 7.59% | Aumentadas |
|
| 2029 |
Rice Partnership
Honolulu,
Hawaii
| USD 12.7 M | +USD 345 k | 5 | 8.44% | Aumentadas |
|
| 2030 |
West Coast Financial
Santa Barbara,
California
| USD 12.6 M | +USD 167 k | 4 | 3.61% | Aumentadas |
|
| 2031 |
Kessler Investment Group
Columbus,
Indiana
| USD 12.6 M | +USD 1.24 M | 4 | 16.05% | Aumentadas |
|
| 2032 |
Quadrant Capital Group
Cincinnati,
Ohio
| USD 12.6 M | +USD 714 k | 15 | 4.57% | Aumentadas |
|
| 2033 |
Genesee Valley Trust
Pittsford,
New York
| USD 12.6 M | +USD 1.53 M | 6 | 5.11% | Aumentadas |
|
| 2034 |
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 12.6 M | -USD 1.68 M | 4 | 8.48% | Reducidas |
|
| 2035 |
BE
Bonness Enterprises
Washington,
District of Columbia
| USD 12.6 M | -USD 689 k | 4 | 8.75% | Reducidas |
|
| 2036 |
Cheviot Value Management
Beverly Hills,
California
| USD 12.6 M | -USD 765 k | 3 | 6.53% | Reducidas |
|
| 2037 |
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 12.6 M | +USD 429 k | 8 | 6.23% | Aumentadas |
|
| 2038 |
Girard Partners
King Of Prussia,
Pennsylvania
| USD 12.5 M | -USD 14.8 M | 3 | 2.93% | Reducidas |
|
| 2039 |
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 12.5 M | -USD 73.8 M | 6 | 5.47% | Reducidas |
|
| 2040 |
MCA
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 12.5 M | -USD 208 k | 7 | 9.21% | Reducidas |
|
| 2041 |
Martin & Co
Knoxville,
Tennessee
| USD 12.5 M | -USD 1.81 M | 5 | 4.17% | Reducidas |
|
| 2042 |
Eventide Asset Management
Boston,
Massachusetts
| USD 12.5 M | -USD 7.85 M | 1 | 0.58% | Reducidas |
|
| 2043 |
SC
Sawyer & Company
Boston,
Massachusetts
| USD 12.5 M | -USD 76.6 k | 7 | 8.43% | Reducidas |
|
| 2044 |
Alpha Capital Management
Austin,
Texas
| USD 12.5 M | +USD 1.58 M | 4 | 5.34% | Aumentadas |
|
| 2045 |
HeadInvest LLC
Portland,
Maine
| USD 12.5 M | -USD 345 k | 5 | 4% | Reducidas |
|
| 2046 |
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 12.5 M | -USD 532 k | 3 | 11.57% | Reducidas |
|
| 2047 |
NVWM LLC
Yardley,
Pennsylvania
| USD 12.5 M | +USD 125 k | 6 | 9.07% | Aumentadas |
|
| 2048 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 12.4 M | +USD 337 k | 6 | 4.3% | Aumentadas |
|
| 2049 |
White Pine Investment Company
Livonia,
Michigan
| USD 12.4 M | +USD 87.2 k | 3 | 6.08% | Aumentadas |
|
| 2050 |
Herald Investment Management
London,
United Kingdom
| USD 12.4 M | +USD 898 k | 7 | 3.7% | Aumentadas |
|