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 |
Holowesko Partners
Nassau,
Bahamas
| USD 29.2 M | +USD 10.4 M | 2 | 15.31% | Aumentadas |
|
| 2027 |
Knuff & Co
Foster City,
California
| USD 29.2 M | -USD 17.7 k | 7 | 13.13% | Reducidas |
|
| 2028 |
Bridgewater Advisors
New York
| USD 29.2 M | -USD 1.31 M | 8 | 6.05% | Reducidas |
|
| 2029 |
VDBMI
Van Den Berg Management I
Austin,
Texas
| USD 29.2 M | +USD 435 k | 3 | 7.78% | Aumentadas |
|
| 2030 |
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 29.2 M | +USD 7.93 M | 6 | 5.81% | Aumentadas |
|
| 2031 |
Pine Ridge Advisers
New York
| USD 29.1 M | USD 0 | 3 | 9.48% | Mantenido |
|
| 2032 |
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 29.1 M | +USD 10.8 M | 5 | 3.38% | Aumentadas |
|
| 2033 |
Avantax Planning Partners
Dubuque,
Iowa
| USD 29.1 M | +USD 2.62 M | 7 | 1.24% | Aumentadas |
|
| 2034 |
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 29 M | +USD 3.65 M | 5 | 19.31% | Aumentadas |
|
| 2035 |
Hohimer Wealth Management
Seattle,
Washington
| USD 29 M | +USD 2.6 M | 5 | 8.56% | Aumentadas |
|
| 2036 |
GDS Wealth Management
Flower Mound,
Texas
| USD 29 M | +USD 16 M | 5 | 6.49% | Aumentadas |
|
| 2037 |
Graypoint LLC
Albany,
New York
| USD 29 M | +USD 131 k | 7 | 3.72% | Aumentadas |
|
| 2038 |
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 28.9 M | +USD 91.3 k | 6 | 10.63% | Aumentadas |
|
| 2039 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 28.9 M | -USD 796 k | 6 | 8.62% | Reducidas |
|
| 2040 |
Money Concepts Capital
Palm Beach Gardens,
Florida
| USD 28.9 M | -USD 28.8 M | 21 | 2.57% | Reducidas |
|
| 2041 |
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 28.9 M | -USD 3.29 M | 5 | 6.65% | Reducidas |
|
| 2042 |
ECM
EagleClaw Capital Management
Boston,
Massachusetts
| USD 28.9 M | +USD 113 k | 6 | 7.83% | Aumentadas |
|
| 2043 |
Chapman Investment Management
San Anselmo,
California
| USD 28.8 M | -USD 1.86 M | 3 | 19.91% | Reducidas |
|
| 2044 |
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 28.8 M | +USD 4.1 M | 5 | 15.83% | Aumentadas |
|
| 2045 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 28.7 M | +USD 13.2 M | 8 | 8.25% | Aumentadas |
|
| 2046 |
Herald Investment Management
London,
United Kingdom
| USD 28.7 M | +USD 1.88 M | 9 | 6.67% | Aumentadas |
|
| 2047 |
Financial Avengers
Oakland,
California
| USD 28.7 M | +USD 638 k | 7 | 23.29% | Aumentadas |
|
| 2048 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 28.7 M | +USD 1.9 M | 6 | 10.59% | Aumentadas |
|
| 2049 |
Soapstone Management
Bethesda,
Maryland
| USD 28.6 M | +USD 16.9 M | 2 | 12.13% | Aumentadas |
|
| 2050 |
Atlas Capital Advisors
Jackson,
Wyoming
| USD 28.6 M | +USD 1.62 M | 14 | 4.85% | Aumentadas |
|