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 |
Prospera Financial Services
Dallas,
Texas
| USD 15.3 M | -USD 1.81 M | 7 | 2.85% | Reducidas |
|
| 2027 |
HIC
Harbor Island Capital
Topsfield,
Massachusetts
| USD 15.2 M | -USD 2.23 M | 3 | 13.35% | Reducidas |
|
| 2028 |
Quadrant Capital Group
Cincinnati,
Ohio
| USD 15.2 M | -USD 163 k | 16 | 4.34% | Reducidas |
|
| 2029 |
Manchester Capital Management
Manchester,
Vermont
| USD 15.1 M | -USD 79.6 k | 10 | 2.17% | Reducidas |
|
| 2030 |
Arete Wealth Advisors
Chicago,
Illinois
| USD 15.1 M | -USD 1.17 M | 7 | 3.35% | Reducidas |
|
| 2031 |
Horan Capital Advisors
Cincinnati,
Ohio
| USD 15.1 M | -USD 7.21 k | 6 | 9.72% | Reducidas |
|
| 2032 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 15.1 M | -USD 142 M | 2 | 0.53% | Reducidas |
|
| 2033 |
Centaurus Financial
Anaheim,
California
| USD 15.1 M | -USD 6.13 M | 11 | 2.72% | Reducidas |
|
| 2034 |
BBR Partners
New York
| USD 15 M | +USD 2.14 M | 6 | 2.17% | Aumentadas |
|
| 2035 |
West Coast Financial
Santa Barbara,
California
| USD 15 M | +USD 1.2 M | 5 | 3.46% | Aumentadas |
|
| 2036 |
Oberweis Asset Management
Lisle,
Illinois
| USD 15 M | +USD 1 M | 5 | 2.9% | Aumentadas |
|
| 2037 |
GM Advisory Group
Melville,
New York
| USD 14.9 M | -USD 242 k | 7 | 4.68% | Reducidas |
|
| 2038 |
Avantax Planning Partners
Dubuque,
Iowa
| USD 14.9 M | +USD 619 k | 16 | 1.2% | Aumentadas |
|
| 2039 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 14.9 M | +USD 4.71 M | 8 | 4.43% | Aumentadas |
|
| 2040 |
Cheviot Value Management
Beverly Hills,
California
| USD 14.9 M | -USD 577 k | 3 | 7.01% | Reducidas |
|
| 2041 |
Bruderman Asset Management
Locust Valley,
New York
| USD 14.9 M | -USD 1.45 M | 10 | 3.42% | Reducidas |
|
| 2042 |
BIMC
Benson Investment Management Company
Roanoke,
Virginia
| USD 14.9 M | -USD 149 k | 4 | 11.19% | Reducidas |
|
| 2043 |
III
Independent Investors Inc
Nesconset,
New York
| USD 14.9 M | +USD 38.5 k | 5 | 5.25% | Aumentadas |
|
| 2044 |
HeadInvest LLC
Portland,
Maine
| USD 14.9 M | -USD 312 k | 6 | 4.28% | Reducidas |
|
| 2045 |
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 14.9 M | +USD 714 k | 8 | 5.98% | Aumentadas |
|
| 2046 |
Apriem Advisors
Irvine,
California
| USD 14.8 M | +USD 303 k | 6 | 3.24% | Aumentadas |
|
| 2047 |
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 14.8 M | -USD 467 k | 3 | 6.29% | Reducidas |
|
| 2048 |
Rational Advisors
Huntington,
New York
| USD 14.8 M | -USD 680 k | 10 | 3.54% | Reducidas |
|
| 2049 |
MCA
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 14.8 M | -USD 184 k | 7 | 9.86% | Reducidas |
|
| 2050 |
Herald Investment Management
London,
United Kingdom
| USD 14.8 M | USD 0 | 7 | 3.78% | Mantenido |
|