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 |
Firsthand Capital Management
San Jose,
California
| USD 25.2 M | USD 0 | 4 | 10.02% | Mantenido |
|
| 2027 |
Proficio Capital Partners
Newton,
Massachusetts
| USD 25.2 M | +USD 311 k | 5 | 4.46% | Aumentadas |
|
| 2028 |
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 25.2 M | -USD 335 k | 5 | 6.05% | Reducidas |
|
| 2029 |
Sitrin Capital Management
Century City,
California
| USD 25.2 M | -USD 4.46 M | 5 | 13.32% | Reducidas |
|
| 2030 |
Archford Capital Strategies
Swansea,
Illinois
| USD 25.1 M | -USD 59.4 k | 7 | 6.72% | Reducidas |
|
| 2031 |
NAMP
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 25.1 M | +USD 312 k | 7 | 8% | Aumentadas |
|
| 2032 |
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| USD 25 M | -USD 45 k | 7 | 4.37% | Reducidas |
|
| 2033 |
Advisory Research
Chicago,
Illinois
| USD 24.9 M | -USD 10.7 M | 3 | 2.43% | Reducidas |
|
| 2034 |
Spectrum Management Group
Indianapolis,
Indiana
| USD 24.9 M | -USD 240 k | 8 | 5.83% | Reducidas |
|
| 2035 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 24.9 M | -USD 130 k | 5 | 2.61% | Reducidas |
|
| 2036 |
Eudaimonia Partners
Winchester,
Tennessee
| USD 24.9 M | +USD 7.89 M | 12 | 6.41% | Aumentadas |
|
| 2037 |
Avitas Wealth Management
Los Angeles,
California
| USD 24.7 M | +USD 1.79 M | 10 | 6.9% | Aumentadas |
|
| 2038 |
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 24.7 M | +USD 12.8 M | 1 | 2.71% | Aumentadas |
|
| 2039 |
Blueshift Asset Management
Red Bank,
New Jersey
| USD 24.7 M | -USD 6.79 M | 11 | 3.36% | Reducidas |
|
| 2040 |
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 24.7 M | +USD 228 k | 8 | 9.03% | Aumentadas |
|
| 2041 |
Tamar Securities
Woodland Hills,
California
| USD 24.7 M | +USD 5.39 M | 3 | 15.35% | Aumentadas |
|
| 2042 |
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 24.7 M | +USD 1.47 M | 8 | 7.28% | Aumentadas |
|
| 2043 |
Minot Wealth Management
Westwood,
Massachusetts
| USD 24.6 M | +USD 1.34 M | 7 | 9.28% | Aumentadas |
|
| 2044 |
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| USD 24.6 M | +USD 25.1 M | 2 | 1.02% | Nuevas |
|
| 2045 |
Rip Road Capital Partners
Boston,
Massachusetts
| USD 24.6 M | +USD 4.64 M | 1 | 8.32% | Aumentadas |
|
| 2046 |
Venturi Wealth Management
Austin,
Texas
| USD 24.5 M | -USD 760 k | 7 | 2.84% | Reducidas |
|
| 2047 |
Cadence Bank
Tupelo,
Mississippi
| USD 24.5 M | -USD 149 k | 5 | 4.82% | Reducidas |
|
| 2048 |
Adalta Capital Management
New York
| USD 24.5 M | -USD 268 k | 4 | 17.87% | Reducidas |
|
| 2049 |
Freedom Investment Management
Hartford,
Connecticut
| USD 24.4 M | -USD 1.06 M | 9 | 2.66% | Reducidas |
|
| 2050 |
Geneva Partners
Lake Geneva,
Wisconsin
| USD 24.4 M | +USD 4.04 M | 5 | 14.93% | Aumentadas |
|