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 |
Private Management Group
Irvine,
California
| USD 49.9 M | -USD 10.5 M | 5 | 1.92% | Reducidas |
|
| 2027 |
Avantax Planning Partners
Dubuque,
Iowa
| USD 49.9 M | -USD 3.78 M | 7 | 1.6% | Reducidas |
|
| 2028 |
Wilsey Asset Management
San Diego,
California
| USD 49.8 M | -USD 21.1 k | 1 | 10.46% | Reducidas |
|
| 2029 |
Financial Avengers
Oakland,
California
| USD 49.7 M | +USD 160 k | 6 | 26.39% | Aumentadas |
|
| 2030 |
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 49.5 M | -USD 1.73 M | 5 | 15.3% | Reducidas |
|
| 2031 |
Intellectus Partners
San Francisco,
California
| USD 49.5 M | -USD 3.96 M | 9 | 13.51% | Reducidas |
|
| 2032 |
Kercheville Advisors
San Antonio,
Texas
| USD 49.4 M | +USD 490 k | 5 | 21.46% | Aumentadas |
|
| 2033 |
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 49.4 M | -USD 135 k | 6 | 8.31% | Reducidas |
|
| 2034 |
DoubleLine ETF Adviser
Tampa,
Florida
| USD 49.3 M | +USD 22 M | 3 | 12.99% | Aumentadas |
|
| 2035 |
Winch Advisory Services
Appleton,
Wisconsin
| USD 49.2 M | -USD 365 k | 11 | 14.08% | Reducidas |
|
| 2036 |
Orion Investment Company
St. Louis,
Missouri
| USD 49.1 M | +USD 46.4 M | 4 | 19.57% | Nuevas |
|
| 2037 |
Naman Capital
Sao Paulo,
Brazil
| USD 49 M | +USD 4.43 M | 4 | 20.77% | Aumentadas |
|
| 2038 |
Renaissance Investment Group
Lenox,
Massachusetts
| USD 49 M | -USD 335 k | 5 | 10.65% | Reducidas |
|
| 2039 |
Chemung Canal Trust
Elmira,
New York
| USD 48.9 M | +USD 1.74 M | 5 | 9.47% | Aumentadas |
|
| 2040 |
Inscription Capital
Houston,
Texas
| USD 48.9 M | -USD 96.7 k | 8 | 7.88% | Reducidas |
|
| 2041 |
United Bank (Virginia)
Vienna,
Virginia
| USD 48.9 M | -USD 1.06 M | 5 | 6.07% | Reducidas |
|
| 2042 |
Zhang Financial
Portage,
Michigan
| USD 48.9 M | +USD 1.11 M | 6 | 3.42% | Aumentadas |
|
| 2043 |
City of London Investment Management
London,
United Kingdom
| USD 48.8 M | +USD 8.12 M | 3 | 4.17% | Aumentadas |
|
| 2044 |
McDonough Capital Management
Orlando,
Florida
| USD 48.7 M | +USD 893 k | 3 | 35.42% | Aumentadas |
|
| 2045 |
TSM
Two Star Manager
Miami Beach,
Florida
| USD 48.7 M | +USD 2.48 M | 3 | 25.06% | Aumentadas |
|
| 2046 |
StoneX Group
New York
| USD 48.6 M | +USD 6.08 M | 8 | 3.88% | Aumentadas |
|
| 2047 |
Jackson Hill Advisors
Houston,
Texas
| USD 48.6 M | -USD 1.53 M | 3 | 26.65% | Reducidas |
|
| 2048 |
Apollon Financial
Mount Pleasant,
South Carolina
| USD 48.6 M | +USD 574 k | 5 | 15.71% | Aumentadas |
|
| 2049 |
Alpine Associates Management
Palm Beach,
Florida
| USD 48.5 M | +USD 44.8 M | 1 | 2.32% | Nuevas |
|
| 2050 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 48.5 M | +USD 668 k | 5 | 6.26% | Aumentadas |
|