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 |
Lakeside Advisors
Seattle,
Washington
| USD 40.2 M | +USD 38.8 M | 3 | 29.67% | Nuevas |
|
| 2027 |
Bornite Capital Management
New York
| USD 40.2 M | +USD 10.4 M | 2 | 13.9% | Aumentadas |
|
| 2028 |
Hodges Capital Management
Dallas,
Texas
| USD 40.1 M | -USD 2.96 M | 6 | 2.91% | Reducidas |
|
| 2029 |
Kelly Lawrence W & Associates
Pasadens,
California
| USD 40.1 M | -USD 813 k | 9 | 7.94% | Reducidas |
|
| 2030 |
Mass Ave Global
New York
| USD 40.1 M | +USD 40.5 M | 2 | 20.99% | Nuevas |
|
| 2031 |
Pensionfund Sabic
Sittard,
Netherlands
| USD 40.1 M | +USD 2.16 M | 4 | 7.51% | Aumentadas |
|
| 2032 |
ECM
EagleClaw Capital Management
Boston,
Massachusetts
| USD 40 M | +USD 1.49 M | 6 | 8.77% | Aumentadas |
|
| 2033 |
Lakehouse Capital
Sydney NSW,
Australia
| USD 40 M | +USD 2.82 M | 2 | 22.47% | Aumentadas |
|
| 2034 |
Wisconsin Capital Management
Madison,
Wisconsin
| USD 39.9 M | -USD 1.05 M | 5 | 16.41% | Reducidas |
|
| 2035 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 39.8 M | +USD 273 k | 7 | 9.74% | Aumentadas |
|
| 2036 |
Summit Financial
Parsippany,
New Jersey
| USD 39.7 M | +USD 5.88 M | 7 | 3.03% | Aumentadas |
|
| 2037 |
West Coast Financial
Santa Barbara,
California
| USD 39.6 M | -USD 376 k | 4 | 5.67% | Reducidas |
|
| 2038 |
Perpetual Investment Management
Sydney,
Australia
| USD 39.5 M | -USD 11 M | 8 | 4.54% | Reducidas |
|
| 2039 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 39.5 M | -USD 2.37 M | 6 | 6.13% | Reducidas |
|
| 2040 |
Cadence Bank
Tupelo,
Mississippi
| USD 39.5 M | -USD 522 k | 5 | 4.93% | Reducidas |
|
| 2041 |
Towle & Co
Denver,
Colorado
| USD 39.5 M | -USD 362 k | 1 | 4.82% | Reducidas |
|
| 2042 |
VST
Van Strum & Towne
San Francisco,
California
| USD 39.5 M | -USD 1.38 M | 5 | 14.32% | Reducidas |
|
| 2043 |
Wellington Shields & Co
New York
| USD 39.5 M | -USD 3.76 M | 6 | 7.89% | Reducidas |
|
| 2044 |
Emerson Point Capital
Larchmont,
New York
| USD 39.5 M | -USD 3.95 M | 2 | 6.15% | Reducidas |
|
| 2045 |
Teewinot Capital Advisers
New York
| USD 39.4 M | -USD 15.7 M | 3 | 9.39% | Reducidas |
|
| 2046 |
Principal Street Partners
Memphis,
Tennessee
| USD 39.4 M | +USD 578 k | 7 | 9.48% | Aumentadas |
|
| 2047 |
Decatur Capital Management
Decatur,
Georgia
| USD 39.4 M | -USD 510 k | 4 | 23.31% | Reducidas |
|
| 2048 |
Sturgeon Ventures
London,
United Kingdom
| USD 39.4 M | -USD 5.31 M | 5 | 17.93% | Reducidas |
|
| 2049 |
Two Sigma Securities
New York
| USD 39.3 M | +USD 28.2 M | 14 | 1.71% | Aumentadas |
|
| 2050 |
Sowell Financial Services
North Little Rock,
Arkansas
| USD 39.3 M | -USD 6.75 M | 5 | 2.25% | Reducidas |
|