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 |
Krilogy Financial
St. Louis,
Missouri
| USD 16.5 M | +USD 2 M | 6 | 3.17% | Aumentadas |
|
| 2027 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 16.5 M | +USD 126 k | 10 | 1.8% | Aumentadas |
|
| 2028 |
Argus Investors Counsel
New York
| USD 16.5 M | -USD 799 k | 4 | 7.92% | Reducidas |
|
| 2029 |
RCIM
Russell Clark Investment Management
London,
United Kingdom
| USD 16.4 M | +USD 2.32 M | 5 | 10.48% | Aumentadas |
|
| 2030 |
Centaurus Financial
Anaheim,
California
| USD 16.4 M | -USD 1.17 M | 11 | 2.59% | Reducidas |
|
| 2031 |
Buckhead Capital Management
Atlanta,
Georgia
| USD 16.4 M | -USD 1.36 M | 3 | 4.93% | Reducidas |
|
| 2032 |
Roberts, Glore & Co
Deerfield,
Illinois
| USD 16.4 M | -USD 111 k | 7 | 9.99% | Reducidas |
|
| 2033 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
| USD 16.4 M | -USD 5.91 M | 7 | 8.63% | Reducidas |
|
| 2034 |
NTV Asset Management
Charleston,
West Virginia
| USD 16.3 M | -USD 844 k | 7 | 4.68% | Reducidas |
|
| 2035 |
One Capital Management
Westlake Village,
California
| USD 16.3 M | -USD 123 k | 7 | 2.77% | Reducidas |
|
| 2036 |
Perella Weinberg Partners Capital Management
New York
| USD 16.3 M | -USD 987 k | 3 | 0.71% | Reducidas |
|
| 2037 |
Highbridge Capital Management
New York
| USD 16.2 M | +USD 362 k | 3 | 1.07% | Aumentadas |
|
| 2038 |
HeadInvest LLC
Portland,
Maine
| USD 16.2 M | +USD 124 k | 6 | 4.59% | Aumentadas |
|
| 2039 |
Navellier & Associates
Reno,
Nevada
| USD 16.2 M | +USD 5.79 M | 4 | 2.51% | Aumentadas |
|
| 2040 |
Naples Global Advisors
Naples,
Florida
| USD 16.2 M | +USD 411 k | 7 | 3.94% | Aumentadas |
|
| 2041 |
Orca Investment Management
Roseburg,
Oregon
| USD 16.2 M | +USD 163 k | 7 | 18.04% | Aumentadas |
|
| 2042 |
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 16.2 M | -USD 77.3 k | 3 | 3.11% | Reducidas |
|
| 2043 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 16.1 M | -USD 911 k | 4 | 1.48% | Reducidas |
|
| 2044 |
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 16.1 M | USD 0 | 2 | 5.13% | Mantenido |
|
| 2045 |
Perennial Advisors
New York
| USD 16.1 M | +USD 352 k | 4 | 8.56% | Aumentadas |
|
| 2046 |
Corrado Advisors
Ramsey,
New Jersey
| USD 16 M | -USD 604 k | 4 | 14.36% | Reducidas |
|
| 2047 |
CRB
Chad R. Baker
| USD 16 M | USD 0 | 3 | 5.59% | Mantenido |
|
| 2048 |
WealthPLAN Partners
Omaha,
Nebraska
| USD 16 M | -USD 666 k | 5 | 2.41% | Reducidas |
|
| 2049 |
BC
Bruce & Co
Chicago,
Illinois
| USD 16 M | -USD 3.26 M | 1 | 3.41% | Reducidas |
|
| 2050 |
QCI
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 16 M | +USD 577 k | 3 | 6.5% | Aumentadas |
|