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 |
Aviance Capital Partners
Naples,
Florida
| USD 31.5 M | -USD 22.9 M | 8 | 6.07% | Reducidas |
|
| 2027 |
Congress Park Capital
Saratoga Springs,
New York
| USD 31.4 M | +USD 2.02 M | 7 | 17.57% | Aumentadas |
|
| 2028 |
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 31.4 M | -USD 5.78 M | 5 | 10.24% | Reducidas |
|
| 2029 |
Manchester Capital Management
Manchester,
Vermont
| USD 31.4 M | +USD 76.4 k | 13 | 4.68% | Aumentadas |
|
| 2030 |
Moseley Investment Management
Bradenton,
Florida
| USD 31.4 M | +USD 512 k | 7 | 17.38% | Aumentadas |
|
| 2031 |
Sturgeon Ventures
London,
United Kingdom
| USD 31.4 M | +USD 581 k | 3 | 18.14% | Aumentadas |
|
| 2032 |
MRCM
M&R Capital Management
Summit,
New Jersey
| USD 31.4 M | -USD 17.1 M | 8 | 7.81% | Reducidas |
|
| 2033 |
Redwood Investments
Boston,
Massachusetts
| USD 31.4 M | +USD 1.63 M | 5 | 2.75% | Aumentadas |
|
| 2034 |
Firsthand Capital Management
San Jose,
California
| USD 31.3 M | -USD 5.25 M | 4 | 8.78% | Reducidas |
|
| 2035 |
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 31.3 M | +USD 310 k | 6 | 6.9% | Aumentadas |
|
| 2036 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 31.2 M | +USD 1.71 M | 10 | 3.19% | Aumentadas |
|
| 2037 |
Unio Capital
Princeton,
New Jersey
| USD 31.2 M | -USD 3.57 M | 3 | 14.78% | Reducidas |
|
| 2038 |
Cozad Asset Management
Champaign,
Illinois
| USD 31.1 M | +USD 953 k | 8 | 5.07% | Aumentadas |
|
| 2039 |
American Assets Investment Management
San Diego,
California
| USD 31.1 M | USD 0 | 3 | 4.3% | Mantenido |
|
| 2040 |
Jupiter Wealth Management
Glendale,
Colorado
| USD 31 M | +USD 2.42 M | 7 | 15.66% | Aumentadas |
|
| 2041 |
Executive Wealth Management
Brighton,
Michigan
| USD 31 M | +USD 3.17 M | 7 | 3.64% | Aumentadas |
|
| 2042 |
6CM
683 Capital Management
New York
| USD 30.9 M | -USD 6.65 M | 1 | 1.64% | Reducidas |
|
| 2043 |
SlateStone Wealth
Jupiter,
Florida
| USD 30.9 M | -USD 2.02 M | 8 | 7.63% | Reducidas |
|
| 2044 |
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 30.9 M | +USD 2.83 M | 4 | 6.01% | Aumentadas |
|
| 2045 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 30.9 M | -USD 438 k | 5 | 2.44% | Reducidas |
|
| 2046 |
Chase Investment Counsel
Charlottesville,
Virginia
| USD 30.9 M | -USD 2.99 M | 4 | 14.12% | Reducidas |
|
| 2047 |
Hamilton Wealth
Encino,
California
| USD 30.8 M | -USD 317 k | 5 | 14.96% | Reducidas |
|
| 2048 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 30.8 M | +USD 7.54 M | 23 | 2.23% | Aumentadas |
|
| 2049 |
Capital City Trust
Tallahassee,
Florida
| USD 30.8 M | +USD 740 k | 6 | 9.79% | Aumentadas |
|
| 2050 |
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 30.6 M | -USD 2.32 M | 6 | 10.84% | Reducidas |
|