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 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 16.5 M | +USD 699 k | 4 | 5% | Aumentadas |
|
| 2027 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 16.5 M | -USD 428 k | 7 | 3.33% | Reducidas |
|
| 2028 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 16.4 M | -USD 1.37 M | 7 | 11.05% | Reducidas |
|
| 2029 |
NME
Notis-McConarty Edward
| USD 16.4 M | +USD 428 k | 5 | 7.92% | Aumentadas |
|
| 2030 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 16.3 M | +USD 1.49 M | 5 | 1.46% | Aumentadas |
|
| 2031 |
Perella Weinberg Partners Capital Management
New York
| USD 16.3 M | +USD 3.23 M | 2 | 0.78% | Aumentadas |
|
| 2032 |
Concourse Financial Group Securities
Birmingham,
Alabama
| USD 16.3 M | +USD 784 k | 18 | 1.68% | Aumentadas |
|
| 2033 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 16.3 M | -USD 2.34 M | 4 | 1.45% | Reducidas |
|
| 2034 |
Bowie Capital Management
Richardson,
Texas
| USD 16.2 M | +USD 4.95 M | 2 | 4.81% | Aumentadas |
|
| 2035 |
Cabot Wealth Management
Salem,
Massachusetts
| USD 16.2 M | +USD 1.94 M | 6 | 3.57% | Aumentadas |
|
| 2036 |
Perkins Coie Trust Company
Seattle,
Washington
| USD 16.2 M | +USD 54.2 k | 9 | 7.54% | Aumentadas |
|
| 2037 |
WealthPLAN Partners
Omaha,
Nebraska
| USD 16.2 M | +USD 284 k | 6 | 2.53% | Aumentadas |
|
| 2038 |
Davis Rea
Toronto,
Ontario, Canada
| USD 16.2 M | -USD 4.72 M | 3 | 9.51% | Reducidas |
|
| 2039 |
Buckhead Capital Management
Atlanta,
Georgia
| USD 16.2 M | -USD 2.42 M | 3 | 5.04% | Reducidas |
|
| 2040 |
Emerson Point Capital
Larchmont,
New York
| USD 16.1 M | -USD 813 k | 3 | 4.56% | Reducidas |
|
| 2041 |
NG
Northstar Group
New York
| USD 16.1 M | +USD 1.05 M | 7 | 7.19% | Aumentadas |
|
| 2042 |
One Capital Management
Westlake Village,
California
| USD 16.1 M | +USD 61 k | 7 | 2.87% | Aumentadas |
|
| 2043 |
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 16.1 M | +USD 97 k | 2 | 2.19% | Aumentadas |
|
| 2044 |
NVWM LLC
Yardley,
Pennsylvania
| USD 16.1 M | +USD 231 k | 6 | 10.66% | Aumentadas |
|
| 2045 |
Seven Eight Capital
New York
| USD 16.1 M | -USD 33.8 M | 5 | 0.85% | Reducidas |
|
| 2046 |
Aviance Capital Partners
Naples,
Florida
| USD 16.1 M | -USD 812 k | 7 | 4.61% | Reducidas |
|
| 2047 |
Roberts, Glore & Co
Deerfield,
Illinois
| USD 16.1 M | +USD 83.6 k | 7 | 10.07% | Aumentadas |
|
| 2048 |
Garde Capital
Seattle,
Washington
| USD 16 M | -USD 2.53 M | 7 | 2.76% | Reducidas |
|
| 2049 |
New England Asset Management
Farmington,
Connecticut
| USD 16 M | +USD 1.1 M | 5 | 0.31% | Aumentadas |
|
| 2050 |
QV Investors
Calgary,
Alberta, Canada
| USD 15.9 M | -USD 3.83 M | 1 | 0.45% | Reducidas |
|