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 |
Certuity
North Palm Beach,
Florida
| USD 45.5 M | +USD 817 k | 7 | 4% | Aumentadas |
|
| 2027 |
Atwood & Palmer
Kansas City,
Missouri
| USD 45.5 M | +USD 289 k | 8 | 3.45% | Aumentadas |
|
| 2028 |
IIA
IPG Investment Advisors
San Diego,
California
| USD 45.5 M | -USD 11.4 M | 8 | 9.92% | Reducidas |
|
| 2029 |
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 45.5 M | -USD 996 k | 6 | 8.44% | Reducidas |
|
| 2030 |
Hennessy Advisors Inc
Novato,
California
| USD 45.5 M | -USD 7.18 M | 3 | 1.91% | Reducidas |
|
| 2031 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 45.3 M | -USD 514 k | 6 | 2.42% | Reducidas |
|
| 2032 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 45.3 M | -USD 29.8 M | 3 | 0.77% | Reducidas |
|
| 2033 |
GCM Grosvenor Holdings
Chicago,
Illinois
| USD 45.2 M | USD 0 | 1 | 6.9% | Mantenido |
|
| 2034 |
Jackson Hill Advisors
Houston,
Texas
| USD 45.2 M | -USD 4.58 M | 3 | 24.58% | Reducidas |
|
| 2035 |
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 45.2 M | -USD 541 k | 5 | 8.01% | Reducidas |
|
| 2036 |
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 45.2 M | +USD 3.35 M | 5 | 17.19% | Aumentadas |
|
| 2037 |
Winch Advisory Services
Appleton,
Wisconsin
| USD 45.1 M | -USD 408 k | 11 | 13.79% | Reducidas |
|
| 2038 |
Valmark Advisers
Akron,
Ohio
| USD 45 M | +USD 56.1 k | 9 | 0.78% | Aumentadas |
|
| 2039 |
MPM
MBB Public Markets
Chicago,
Illinois
| USD 45 M | +USD 31.2 M | 9 | 2.76% | Aumentadas |
|
| 2040 |
West Coast Financial
Santa Barbara,
California
| USD 45 M | +USD 1.04 M | 6 | 5.46% | Aumentadas |
|
| 2041 |
CCM
Consolidated Capital Management
Burbank,
California
| USD 44.9 M | -USD 752 k | 3 | 21.53% | Reducidas |
|
| 2042 |
CastleKnight Management
New York
| USD 44.9 M | -USD 565 k | 11 | 2.68% | Reducidas |
|
| 2043 |
Trust Point Inc
La Crosse,
Wisconsin
| USD 44.9 M | +USD 4.54 M | 6 | 3.53% | Aumentadas |
|
| 2044 |
Claro Advisors
Boston,
Massachusetts
| USD 44.8 M | +USD 1.88 M | 6 | 7.79% | Aumentadas |
|
| 2045 |
Lakeside Advisors
Seattle,
Washington
| USD 44.8 M | -USD 494 k | 4 | 28.68% | Reducidas |
|
| 2046 |
SSI
Scott & Selber Inc
Houston,
Texas
| USD 44.8 M | +USD 82.8 k | 4 | 15.24% | Aumentadas |
|
| 2047 |
Timber Creek Capital Management
Boston,
Massachusetts
| USD 44.8 M | -USD 4.32 M | 6 | 14% | Reducidas |
|
| 2048 |
L.J. Altfest & Co
New York
| USD 44.7 M | -USD 566 k | 8 | 6.33% | Reducidas |
|
| 2049 |
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 44.6 M | -USD 5.93 M | 4 | 17.19% | Reducidas |
|
| 2050 |
EFG Asset Management (Americas)
Miami,
Florida
| USD 44.6 M | -USD 21.1 M | 6 | 13.58% | Reducidas |
|