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 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
| USD 14 M | -USD 2.5 M | 1 | 0.8% | Reducidas |
|
| 2027 |
HH
HWG Holdings
Houston,
Texas
| USD 13.9 M | +USD 7.25 M | 5 | 11.54% | Aumentadas |
|
| 2028 |
CA
Corrado Advisors
Ramsey,
New Jersey
| USD 13.9 M | +USD 120 k | 4 | 8.42% | Aumentadas |
|
| 2029 |
PM
Penbrook Management
New York
| USD 13.9 M | +USD 688 k | 6 | 13.38% | Aumentadas |
|
| 2030 |
AIA
Affinity Investment Advisors
Newport Beach,
California
| USD 13.9 M | -USD 4.58 M | 4 | 1.96% | Reducidas |
|
| 2031 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 13.9 M | +USD 574 k | 6 | 6.27% | Aumentadas |
|
| 2032 |
KIG
Kessler Investment Group
Columbus,
Indiana
| USD 13.9 M | -USD 237 k | 4 | 16.6% | Reducidas |
|
| 2033 |
NL
NVWM LLC
Yardley,
Pennsylvania
| USD 13.9 M | -USD 347 k | 6 | 9.63% | Reducidas |
|
| 2034 |
Nine Masts Capital
Central,
Hong Kong
| USD 13.8 M | -USD 121 M | 2 | 2.69% | Reducidas |
|
| 2035 |
Clearstead Trust
Portland,
Maine
| USD 13.8 M | -USD 379 k | 6 | 12.34% | Reducidas |
|
| 2036 |
WIA
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 13.8 M | +USD 35.8 k | 5 | 11.89% | Aumentadas |
|
| 2037 |
Corient Capital Partners
Newport Beach,
California
| USD 13.8 M | +USD 4.71 M | 6 | 2.41% | Aumentadas |
|
| 2038 |
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 13.8 M | +USD 2.19 M | 7 | 2.16% | Aumentadas |
|
| 2039 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 13.8 M | -USD 160 k | 6 | 2.57% | Reducidas |
|
| 2040 |
Rational Advisors
Huntington,
New York
| USD 13.7 M | +USD 1.97 M | 11 | 6.46% | Aumentadas |
|
| 2041 |
ACM
Ativo Capital Management
Chicago,
Illinois
| USD 13.7 M | -USD 479 k | 2 | 3.82% | Reducidas |
|
| 2042 |
OCP
Oakcliff Capital Partners
New York
| USD 13.7 M | USD 0 | 1 | 10.39% | Mantenido |
|
| 2043 |
IIM
Ipswich Investment Management
Beverly,
Massachusetts
| USD 13.6 M | -USD 11.8 M | 4 | 6.27% | Reducidas |
|
| 2044 |
Manchester Capital Management
Manchester,
Vermont
| USD 13.6 M | +USD 2.28 M | 10 | 2.07% | Aumentadas |
|
| 2045 |
FHAM
Folger Hill Asset Management
New York
| USD 13.6 M | -USD 55.2 M | 1 | 38.16% | Reducidas |
|
| 2046 |
Gradient Investments
Arden Hills,
Minnesota
| USD 13.6 M | +USD 976 k | 12 | 0.73% | Aumentadas |
|
| 2047 |
GM Advisory Group
Melville,
New York
| USD 13.6 M | +USD 140 k | 7 | 4.04% | Aumentadas |
|
| 2048 |
OCMI
Oaktop Capital Management II
Chatham,
New Jersey
| USD 13.6 M | USD 0 | 1 | 2.98% | Mantenido |
|
| 2049 |
GI
Glovista Investments
Jersey City,
New Jersey
| USD 13.6 M | +USD 2.18 M | 6 | 3.34% | Aumentadas |
|
| 2050 |
Capital Planning Advisors
Roseville,
California
| USD 13.6 M | -USD 6.64 M | 5 | 6.14% | Reducidas |
|