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 |
MA
Marshwinds Advisory
St Simons Island,
Georgia
| USD 14.1 M | -USD 884 k | 3 | 7.56% | Reducidas |
|
| 2027 |
SHCM
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 14.1 M | -USD 562 k | 6 | 3.2% | Reducidas |
|
| 2028 |
Precept Management
Dallas,
Texas
| USD 14.1 M | -USD 11.8 M | 2 | 5.51% | Reducidas |
|
| 2029 |
Aviance Capital Partners
Naples,
Florida
| USD 14.1 M | -USD 32.5 M | 7 | 4.96% | Reducidas |
|
| 2030 |
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 14.1 M | -USD 5.07 M | 9 | 1.6% | Reducidas |
|
| 2031 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 14 M | -USD 241 M | 9 | 0.49% | Reducidas |
|
| 2032 |
Emerald Advisers
Leola,
Pennsylvania
| USD 14 M | -USD 7.94 M | 5 | 0.69% | Reducidas |
|
| 2033 |
MA
Menlo Advisors
Menlo Park,
California
| USD 14 M | -USD 231 k | 3 | 10.86% | Reducidas |
|
| 2034 |
NTV Asset Management
Charleston,
West Virginia
| USD 14 M | -USD 359 k | 7 | 4.53% | Reducidas |
|
| 2035 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 13.9 M | +USD 3.47 M | 1 | 0.61% | Aumentadas |
|
| 2036 |
Camden National Bank
Camden,
Maine
| USD 13.9 M | -USD 5.02 M | 4 | 3.83% | Reducidas |
|
| 2037 |
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 13.9 M | -USD 8.9 M | 4 | 8.47% | Reducidas |
|
| 2038 |
NME
Notis-McConarty Edward
| USD 13.9 M | +USD 1.7 M | 5 | 7.63% | Aumentadas |
|
| 2039 |
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 13.8 M | +USD 6.44 M | 2 | 5.21% | Aumentadas |
|
| 2040 |
Ninety One
Cape Town,
South Africa
| USD 13.8 M | -USD 94.8 M | 6 | 8.12% | Reducidas |
|
| 2041 |
Welch Capital Partners
Harrison,
New York
| USD 13.8 M | +USD 1.32 M | 3 | 5.27% | Aumentadas |
|
| 2042 |
Wellington Shields & Co
New York
| USD 13.8 M | +USD 638 k | 7 | 7.89% | Aumentadas |
|
| 2043 |
Optima Fund Management
New York
| USD 13.8 M | +USD 14.5 M | 5 | 22.31% | Nuevas |
|
| 2044 |
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 13.8 M | +USD 3.19 M | 1 | 2.15% | Aumentadas |
|
| 2045 |
Abacus Planning Group
Columbia,
South Carolina
| USD 13.8 M | +USD 2.81 M | 6 | 10.43% | Aumentadas |
|
| 2046 |
Perkins Coie Trust Company
Seattle,
Washington
| USD 13.7 M | -USD 626 k | 9 | 7.19% | Reducidas |
|
| 2047 |
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 13.7 M | -USD 2.32 M | 6 | 1.28% | Reducidas |
|
| 2048 |
SC
Serenity Capital
Palo Alto,
California
| USD 13.7 M | +USD 14.8 M | 1 | 5.29% | Nuevas |
|
| 2049 |
Roberts, Glore & Co
Deerfield,
Illinois
| USD 13.7 M | -USD 688 k | 6 | 9.66% | Reducidas |
|
| 2050 |
TRIM
Thompson Rubinstein Investment Management
Portland,
Oregon
| USD 13.7 M | -USD 195 k | 3 | 5.04% | Reducidas |
|