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 |
Optas LLC
Austin,
Texas
| USD 23.5 M | +USD 3.48 M | 5 | 9.53% | Aumentadas |
|
| 2027 |
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 23.5 M | +USD 819 k | 6 | 2.43% | Aumentadas |
|
| 2028 |
One Capital Management
Westlake Village,
California
| USD 23.5 M | -USD 864 k | 6 | 3.37% | Reducidas |
|
| 2029 |
Proficio Capital Partners
Newton,
Massachusetts
| USD 23.5 M | +USD 94 k | 5 | 4.8% | Aumentadas |
|
| 2030 |
Spectrum Management Group
Indianapolis,
Indiana
| USD 23.5 M | +USD 2.73 M | 8 | 5.96% | Aumentadas |
|
| 2031 |
Vienna Insurance Group
Warsaw,
Poland
| USD 23.5 M | -USD 1.86 M | 2 | 23.67% | Reducidas |
|
| 2032 |
Freedom Investment Management
Hartford,
Connecticut
| USD 23.5 M | -USD 2.02 M | 10 | 2.56% | Reducidas |
|
| 2033 |
NAMP
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 23.4 M | +USD 6 M | 7 | 8.37% | Aumentadas |
|
| 2034 |
Mathes Company
New York
| USD 23.4 M | -USD 360 k | 4 | 11.62% | Reducidas |
|
| 2035 |
Court Place Advisors
Ellicott City,
Maryland
| USD 23.3 M | +USD 122 k | 4 | 9.09% | Aumentadas |
|
| 2036 |
Richard C. Young & Co
Newport,
Rhode Island
| USD 23.3 M | -USD 35.8 k | 2 | 3.89% | Reducidas |
|
| 2037 |
Virtu Financial
New York
| USD 23.3 M | +USD 21.1 M | 10 | 2.69% | Nuevas |
|
| 2038 |
Liberty Capital Management
Birmingham,
Michigan
| USD 23.3 M | -USD 766 k | 5 | 10.09% | Reducidas |
|
| 2039 |
Balasa Dinverno & Foltz
| USD 23.2 M | +USD 3.21 M | 8 | 2.58% | Aumentadas |
|
| 2040 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 23.2 M | -USD 62.5 M | 2 | 0.41% | Reducidas |
|
| 2041 |
Catalyst Capital Advisors
Huntington,
New York
| USD 23.2 M | +USD 510 k | 6 | 1.2% | Aumentadas |
|
| 2042 |
Sky Investment Group
Hartford,
Connecticut
| USD 23.1 M | -USD 13.9 k | 4 | 7.96% | Reducidas |
|
| 2043 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 23.1 M | +USD 881 k | 5 | 3.93% | Aumentadas |
|
| 2044 |
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 23.1 M | +USD 140 k | 1 | 19.3% | Aumentadas |
|
| 2045 |
FPFS
First Personal Financial Services
Charlotte,
North Carolina
| USD 23.1 M | -USD 591 k | 7 | 7.89% | Reducidas |
|
| 2046 |
Horizon Kinetics Asset Management
New York
| USD 23.1 M | -USD 2.25 M | 6 | 0.84% | Reducidas |
|
| 2047 |
Parkside Investments
Deerfield,
Illinois
| USD 23.1 M | -USD 6.12 M | 4 | 6.1% | Reducidas |
|
| 2048 |
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| USD 23.1 M | +USD 677 k | 6 | 4.78% | Aumentadas |
|
| 2049 |
PLFAM
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 23 M | -USD 360 k | 5 | 10.06% | Reducidas |
|
| 2050 |
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 23 M | -USD 1.56 M | 3 | 12.38% | Reducidas |
|