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 |
Freedom Investment Management
Hartford,
Connecticut
| USD 35.1 M | -USD 926 k | 11 | 2.68% | Reducidas |
|
| 2027 |
Cadence Bank
Tupelo,
Mississippi
| USD 35 M | +USD 1.1 M | 5 | 4.89% | Aumentadas |
|
| 2028 |
One Capital Management
Westlake Village,
California
| USD 35 M | +USD 805 k | 6 | 2.9% | Aumentadas |
|
| 2029 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 35 M | +USD 1.69 M | 5 | 10.95% | Aumentadas |
|
| 2030 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 34.8 M | +USD 403 k | 5 | 9.9% | Aumentadas |
|
| 2031 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 34.8 M | +USD 64.8 k | 6 | 11.3% | Aumentadas |
|
| 2032 |
Avitas Wealth Management
Los Angeles,
California
| USD 34.7 M | -USD 44.3 k | 6 | 6.32% | Reducidas |
|
| 2033 |
ICICI Prudential Asset Management
Mumbai,
India
| USD 34.7 M | +USD 8.83 M | 3 | 5.87% | Aumentadas |
|
| 2034 |
Bridgewater Advisors
New York
| USD 34.7 M | +USD 9.2 M | 9 | 9.53% | Aumentadas |
|
| 2035 |
Blackstone Inc
New York
| USD 34.6 M | -USD 51.6 M | 3 | 0.08% | Reducidas |
|
| 2036 |
Unio Capital
Princeton,
New Jersey
| USD 34.6 M | -USD 285 k | 3 | 15.41% | Reducidas |
|
| 2037 |
Naples Global Advisors
Naples,
Florida
| USD 34.6 M | -USD 229 k | 6 | 4.54% | Reducidas |
|
| 2038 |
Strategy Asset Managers
Pasadena,
California
| USD 34.5 M | -USD 325 k | 6 | 7.68% | Reducidas |
|
| 2039 |
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 34.5 M | +USD 1.86 M | 4 | 4.49% | Aumentadas |
|
| 2040 |
Steamboat Capital Partners
Rye,
New York
| USD 34.5 M | -USD 192 k | 3 | 8% | Reducidas |
|
| 2041 |
Executive Wealth Management
Brighton,
Michigan
| USD 34.5 M | -USD 1.61 M | 6 | 3.8% | Reducidas |
|
| 2042 |
Mission Creek Capital Partners
San Francisco,
California
| USD 34.5 M | +USD 13 M | 8 | 6.42% | Aumentadas |
|
| 2043 |
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 34.4 M | -USD 5.31 M | 10 | 5% | Reducidas |
|
| 2044 |
Granger Management
New York
| USD 34.4 M | +USD 81.9 k | 5 | 6.02% | Aumentadas |
|
| 2045 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 34.4 M | -USD 223 k | 9 | 3.66% | Reducidas |
|
| 2046 |
Chiron Investment Management
New York
| USD 34.4 M | -USD 18.6 M | 3 | 5.44% | Reducidas |
|
| 2047 |
Walleye Capital
New York
| USD 34.4 M | +USD 10.7 M | 12 | 0.98% | Aumentadas |
|
| 2048 |
Engineers Gate Manager
New York
| USD 34.4 M | +USD 11.9 M | 17 | 1.96% | Aumentadas |
|
| 2049 |
Spectrum Management Group
Indianapolis,
Indiana
| USD 34.4 M | +USD 5.47 M | 8 | 5.41% | Aumentadas |
|
| 2050 |
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 34.3 M | +USD 23.6 M | 7 | 11.95% | Aumentadas |
|