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 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 40.6 M | -USD 1.11 M | 6 | 11.06% | Reducidas |
|
| 2027 |
Segment Wealth Management
Houston,
Texas
| USD 40.5 M | +USD 1.39 M | 8 | 3.58% | Aumentadas |
|
| 2028 |
BFSG LLC
Irvine,
California
| USD 40.5 M | +USD 700 k | 10 | 5.9% | Aumentadas |
|
| 2029 |
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 40.5 M | -USD 5.08 M | 3 | 9.65% | Reducidas |
|
| 2030 |
Strategic Planning Group
Bountiful,
Utah
| USD 40.5 M | +USD 38 M | 8 | 13.43% | Nuevas |
|
| 2031 |
Lakeside Advisors
Seattle,
Washington
| USD 40.5 M | -USD 595 k | 4 | 28.12% | Reducidas |
|
| 2032 |
Angeles Wealth Management
Santa Monica,
California
| USD 40.4 M | +USD 1.34 M | 6 | 4.92% | Aumentadas |
|
| 2033 |
CCM
Consolidated Capital Management
Burbank,
California
| USD 40.4 M | -USD 6.98 M | 3 | 21.52% | Reducidas |
|
| 2034 |
FP
FFG Partners
Fort Lauderdale,
Florida
| USD 40.3 M | +USD 38.2 M | 4 | 21.53% | Nuevas |
|
| 2035 |
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 40.3 M | -USD 52 M | 3 | 3.11% | Reducidas |
|
| 2036 |
Winch Advisory Services
Appleton,
Wisconsin
| USD 40.2 M | -USD 401 k | 11 | 13.34% | Reducidas |
|
| 2037 |
Mirabaud Asset Management
London,
United Kingdom
| USD 40.2 M | +USD 38 M | 4 | 17.24% | Nuevas |
|
| 2038 |
Valmark Advisers
Akron,
Ohio
| USD 40.1 M | +USD 1.04 M | 9 | 0.75% | Aumentadas |
|
| 2039 |
DoubleLine ETF Adviser
Tampa,
Florida
| USD 39.9 M | -USD 12.7 M | 3 | 11.53% | Reducidas |
|
| 2040 |
West Coast Financial
Santa Barbara,
California
| USD 39.9 M | -USD 1.53 M | 5 | 5.24% | Reducidas |
|
| 2041 |
Financial Avengers
Oakland,
California
| USD 39.9 M | -USD 30.6 k | 7 | 24% | Reducidas |
|
| 2042 |
L.J. Altfest & Co
New York
| USD 39.9 M | +USD 1.36 M | 8 | 5.78% | Aumentadas |
|
| 2043 |
Infusive Asset Management
New York
| USD 39.9 M | +USD 1.69 M | 2 | 18.08% | Aumentadas |
|
| 2044 |
Continuum Advisory
Eagle,
Idaho
| USD 39.9 M | -USD 2.85 M | 6 | 5.67% | Reducidas |
|
| 2045 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 39.9 M | +USD 829 k | 19 | 7.28% | Aumentadas |
|
| 2046 |
Certuity
North Palm Beach,
Florida
| USD 39.7 M | -USD 236 k | 8 | 4.02% | Reducidas |
|
| 2047 |
STF Management
Frisco,
Texas
| USD 39.7 M | -USD 5.77 M | 5 | 18.66% | Reducidas |
|
| 2048 |
Cassaday & Co Wealth Management
Mclean,
Virginia
| USD 39.7 M | -USD 1.3 M | 6 | 1.38% | Reducidas |
|
| 2049 |
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| USD 39.6 M | +USD 37.5 M | 4 | 15.1% | Nuevas |
|
| 2050 |
GAMMA Investing
Foster City,
California
| USD 39.6 M | +USD 36.2 M | 25 | 10.73% | Nuevas |
|