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 |
CPH
C Partners Holding
Zurich,
Switzerland
| USD 48 M | -USD 5.69 M | 2 | 15.05% | Reducidas |
|
| 2027 |
SSI
Scott & Selber Inc
Houston,
Texas
| USD 48 M | -USD 300 k | 4 | 14.89% | Reducidas |
|
| 2028 |
Wilsey Asset Management
San Diego,
California
| USD 47.9 M | -USD 13.3 k | 1 | 8.79% | Reducidas |
|
| 2029 |
Haverford Financial Services
Radnor,
Pennsylvania
| USD 47.8 M | +USD 1.62 M | 3 | 13.69% | Aumentadas |
|
| 2030 |
Lakewood Capital Management
New York
| USD 47.8 M | -USD 23.9 M | 3 | 3.76% | Reducidas |
|
| 2031 |
Arete Wealth Advisors
Chicago,
Illinois
| USD 47.7 M | +USD 37.8 M | 7 | 4.09% | Aumentadas |
|
| 2032 |
Inscription Capital
Houston,
Texas
| USD 47.6 M | +USD 297 k | 8 | 7.07% | Aumentadas |
|
| 2033 |
Camden National Bank
Camden,
Maine
| USD 47.4 M | +USD 3.92 M | 6 | 6.79% | Aumentadas |
|
| 2034 |
Orion Investment Company
St. Louis,
Missouri
| USD 47.4 M | +USD 143 k | 4 | 18.42% | Aumentadas |
|
| 2035 |
Apollon Financial
Mount Pleasant,
South Carolina
| USD 47.4 M | +USD 1.5 M | 7 | 13.93% | Aumentadas |
|
| 2036 |
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 47.3 M | -USD 2.1 M | 2 | 3.93% | Reducidas |
|
| 2037 |
Lathrop Investment Management
Little Rock,
Arkansas
| USD 47.3 M | +USD 91.2 k | 6 | 8.79% | Aumentadas |
|
| 2038 |
BFSG LLC
Irvine,
California
| USD 47.3 M | -USD 548 k | 9 | 5.5% | Reducidas |
|
| 2039 |
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 47.2 M | -USD 78.6 k | 5 | 9.26% | Reducidas |
|
| 2040 |
Elevatus Welath Management
Victor,
New York
| USD 47.2 M | +USD 4.19 M | 6 | 15.44% | Aumentadas |
|
| 2041 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 47.2 M | -USD 5.36 M | 4 | 0.6% | Reducidas |
|
| 2042 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| USD 47.1 M | +USD 12.7 M | 2 | 0.76% | Aumentadas |
|
| 2043 |
Naviter Wealth
Little Rock,
Arkansas
| USD 47.1 M | +USD 806 k | 6 | 6.56% | Aumentadas |
|
| 2044 |
Alpine Woods Capital Investors
Purchase,
New York
| USD 47.1 M | -USD 6.03 M | 7 | 8.26% | Reducidas |
|
| 2045 |
Vicus Capital
State College,
Pennsylvania
| USD 47.1 M | -USD 4.6 M | 6 | 4.17% | Reducidas |
|
| 2046 |
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 47.1 M | -USD 908 k | 4 | 15.11% | Reducidas |
|
| 2047 |
Kavar Capital Partners Group
Leawood,
Kansas
| USD 47 M | +USD 120 k | 6 | 7.44% | Aumentadas |
|
| 2048 |
RAM Investment Partners
Bellevue,
Washington
| USD 47 M | +USD 4.8 M | 5 | 12.24% | Aumentadas |
|
| 2049 |
NWF Advisory Services
Los Angeles,
California
| USD 47 M | -USD 951 k | 8 | 6.84% | Reducidas |
|
| 2050 |
Naman Capital
Sao Paulo,
Brazil
| USD 47 M | -USD 2.9 M | 4 | 18% | Reducidas |
|