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 |
RCM
Ratan Capital Management
Miami Beach,
Florida
| USD 36.9 M | -USD 83.9 M | 4 | 25.58% | Reducidas |
|
| 2027 |
Naples Global Advisors
Naples,
Florida
| USD 36.9 M | +USD 240 k | 6 | 4.26% | Aumentadas |
|
| 2028 |
Sturgeon Ventures
London,
United Kingdom
| USD 36.8 M | +USD 459 k | 3 | 19.88% | Aumentadas |
|
| 2029 |
Cadence Bank
Tupelo,
Mississippi
| USD 36.8 M | +USD 39.6 k | 5 | 4.59% | Aumentadas |
|
| 2030 |
McDonough Capital Management
Orlando,
Florida
| USD 36.8 M | +USD 477 k | 3 | 31.96% | Aumentadas |
|
| 2031 |
Two Sigma Securities
New York
| USD 36.8 M | +USD 1.24 M | 18 | 1.29% | Aumentadas |
|
| 2032 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 36.8 M | -USD 1.21 M | 6 | 9.44% | Reducidas |
|
| 2033 |
Portland Hill Asset Management
London,
United Kingdom
| USD 36.8 M | +USD 590 k | 5 | 33.34% | Aumentadas |
|
| 2034 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 36.7 M | +USD 1.31 M | 10 | 2.23% | Aumentadas |
|
| 2035 |
ECM
EagleClaw Capital Management
Boston,
Massachusetts
| USD 36.7 M | -USD 1.46 M | 6 | 8.44% | Reducidas |
|
| 2036 |
Caxton Associates (New York)
New York
| USD 36.7 M | -USD 10.3 M | 7 | 2.99% | Reducidas |
|
| 2037 |
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 36.7 M | +USD 3.38 M | 4 | 20.21% | Aumentadas |
|
| 2038 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 36.7 M | +USD 856 k | 6 | 10.52% | Aumentadas |
|
| 2039 |
Toth Financial Advisory
Leesburg,
Virginia
| USD 36.7 M | +USD 155 k | 16 | 5.48% | Aumentadas |
|
| 2040 |
KCM
Kingdon Capital Management
New York
| USD 36.7 M | +USD 6.93 M | 1 | 3.82% | Aumentadas |
|
| 2041 |
Lakeside Advisors
Seattle,
Washington
| USD 36.6 M | -USD 318 k | 3 | 27.62% | Reducidas |
|
| 2042 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 36.6 M | +USD 965 k | 8 | 3.48% | Aumentadas |
|
| 2043 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 36.5 M | -USD 5.08 k | 9 | 3.55% | Reducidas |
|
| 2044 |
KLCM Advisors
Milwaukee,
Wisconsin
| USD 36.5 M | +USD 1.31 M | 6 | 7.73% | Aumentadas |
|
| 2045 |
Ascent Group
Virginia Beach,
Virginia
| USD 36.4 M | +USD 2.73 M | 8 | 4.24% | Aumentadas |
|
| 2046 |
ICICI Prudential Asset Management
Mumbai,
India
| USD 36.4 M | -USD 13 M | 4 | 4.89% | Reducidas |
|
| 2047 |
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 36.3 M | +USD 15.5 M | 3 | 9.44% | Aumentadas |
|
| 2048 |
McDonald Partners
Cleveland,
Ohio
| USD 36.3 M | +USD 33.5 M | 7 | 7.92% | Aumentadas |
|
| 2049 |
Graypoint LLC
Albany,
New York
| USD 36.3 M | +USD 9.49 M | 8 | 3.59% | Aumentadas |
|
| 2050 |
Edgestream Partners
Princeton,
New Jersey
| USD 36.3 M | +USD 1.58 M | 5 | 2.89% | Aumentadas |
|