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 |
Premier Path Wealth Partners
Madison,
New Jersey
| USD 46.3 M | -USD 2.18 M | 9 | 7.2% | Reducidas |
|
| 2027 |
Capital City Trust
Tallahassee,
Florida
| USD 46.3 M | -USD 497 k | 6 | 12.68% | Reducidas |
|
| 2028 |
Little House Capital
Braintree,
Massachusetts
| USD 46.3 M | -USD 3.48 M | 6 | 12.71% | Reducidas |
|
| 2029 |
Cypress Asset Management
Houston,
Texas
| USD 46.2 M | -USD 127 k | 5 | 12.39% | Reducidas |
|
| 2030 |
Lingotto Investment Management
London,
United Kingdom
| USD 46.2 M | +USD 4.86 M | 3 | 1.21% | Aumentadas |
|
| 2031 |
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 46.2 M | +USD 2.39 M | 25 | 5.86% | Aumentadas |
|
| 2032 |
Alaska Permanent Fund
Juneau,
Alaska
| USD 46.2 M | USD 0 | 8 | 0.65% | Mantenido |
|
| 2033 |
Rockline Wealth Management
Plainview,
New York
| USD 46.1 M | +USD 5.8 M | 6 | 12.84% | Aumentadas |
|
| 2034 |
Greenoaks Capital Partners
Orinda,
California
| USD 46 M | -USD 30.2 M | 1 | 2.55% | Reducidas |
|
| 2035 |
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 46 M | +USD 7.28 M | 7 | 19.93% | Aumentadas |
|
| 2036 |
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 46 M | +USD 4.35 M | 19 | 7.72% | Aumentadas |
|
| 2037 |
Simplicity Wealth
Summit,
New Jersey
| USD 46 M | +USD 23.5 M | 9 | 3.57% | Aumentadas |
|
| 2038 |
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 45.9 M | +USD 796 k | 6 | 5.71% | Aumentadas |
|
| 2039 |
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 45.9 M | -USD 5.9 M | 6 | 7.88% | Reducidas |
|
| 2040 |
Graham Capital Management
Rowayton,
Connecticut
| USD 45.8 M | -USD 40.5 M | 14 | 0.8% | Reducidas |
|
| 2041 |
TSM
Two Star Manager
Miami Beach,
Florida
| USD 45.7 M | -USD 8.77 M | 2 | 22.03% | Reducidas |
|
| 2042 |
Fogel Capital Management
Stuart,
Florida
| USD 45.7 M | +USD 572 k | 4 | 24.59% | Aumentadas |
|
| 2043 |
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| USD 45.7 M | -USD 31.3 M | 5 | 9.42% | Reducidas |
|
| 2044 |
Pure Financial Advisors
San Diego,
California
| USD 45.7 M | +USD 7.52 M | 7 | 0.95% | Aumentadas |
|
| 2045 |
CL
CIM LLC
Albany,
New York
| USD 45.5 M | -USD 4.07 M | 6 | 6.77% | Reducidas |
|
| 2046 |
Knuff & Co
Foster City,
California
| USD 45.5 M | -USD 2.31 M | 7 | 15.28% | Reducidas |
|
| 2047 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 45.5 M | -USD 43 M | 6 | 2.15% | Reducidas |
|
| 2048 |
Jackson Square Partners
Larkspur,
California
| USD 45.5 M | -USD 2.11 M | 3 | 6.11% | Reducidas |
|
| 2049 |
DigitalBridge Group
Boca Raton,
Florida
| USD 45.4 M | +USD 8.91 M | 2 | 3.65% | Aumentadas |
|
| 2050 |
Buffington Mohr McNeal
Boise,
Idaho
| USD 45.4 M | -USD 8.01 M | 5 | 8.96% | Reducidas |
|