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 |
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 63.1 M | -USD 6.14 M | 5 | 12.28% | Reducidas |
|
| 2027 |
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 63.1 M | USD 0 | 7 | 7.49% | Mantenido |
|
| 2028 |
Leuthold Group
Minneapolis,
Minnesota
| USD 63 M | -USD 8.66 M | 3 | 6.89% | Reducidas |
|
| 2029 |
MAM
Morse Asset Management
Darien,
Connecticut
| USD 62.8 M | +USD 1.32 M | 11 | 12.52% | Aumentadas |
|
| 2030 |
Jamison Private Wealth Management
Milton,
Georgia
| USD 62.7 M | +USD 975 k | 8 | 7.94% | Aumentadas |
|
| 2031 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 62.4 M | -USD 6.83 M | 3 | 4.21% | Reducidas |
|
| 2032 |
Little House Capital
Braintree,
Massachusetts
| USD 62.4 M | -USD 2.43 M | 6 | 14.35% | Reducidas |
|
| 2033 |
Kavar Capital Partners Group
Leawood,
Kansas
| USD 62.4 M | +USD 354 k | 6 | 8.32% | Aumentadas |
|
| 2034 |
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 62.3 M | +USD 347 k | 7 | 19.72% | Aumentadas |
|
| 2035 |
TRB Advisors
New York
| USD 62.2 M | -USD 60.2 M | 1 | 12.52% | Reducidas |
|
| 2036 |
Stanley Capital Management
Houston,
Texas
| USD 62.1 M | -USD 5.6 M | 4 | 10.23% | Reducidas |
|
| 2037 |
Verity & Verity
Beaufort,
South Carolina
| USD 62.1 M | -USD 102 k | 6 | 4.97% | Reducidas |
|
| 2038 |
Owl Creek Asset Management
New York
| USD 61.9 M | -USD 4.29 M | 2 | 1.97% | Reducidas |
|
| 2039 |
Apexium Financial
Dallas,
Texas
| USD 61.7 M | -USD 338 k | 7 | 3% | Reducidas |
|
| 2040 |
Two Point Capital Management
Pittsford,
New York
| USD 61.6 M | -USD 2.91 M | 3 | 24.78% | Reducidas |
|
| 2041 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 61.6 M | -USD 5.4 M | 7 | 3.85% | Reducidas |
|
| 2042 |
Avidian Wealth Enterprises
Houston,
Texas
| USD 61.5 M | +USD 4.04 M | 8 | 2.32% | Aumentadas |
|
| 2043 |
BTG Pactual Asset Management US
New York
| USD 61.5 M | +USD 16.5 M | 5 | 2.88% | Aumentadas |
|
| 2044 |
Melqart Asset Management
London,
United Kingdom
| USD 61.5 M | +USD 36.3 M | 6 | 8.2% | Aumentadas |
|
| 2045 |
Analog Century Management
New York
| USD 61.4 M | +USD 55.3 M | 1 | 3.3% | Nuevas |
|
| 2046 |
MONECO Advisors
Fairfield,
Connecticut
| USD 61.4 M | +USD 3.37 M | 7 | 5.13% | Aumentadas |
|
| 2047 |
Decatur Capital Management
Decatur,
Georgia
| USD 61.4 M | -USD 3.98 M | 4 | 24.37% | Reducidas |
|
| 2048 |
Seven Grand Managers
Bronxville,
New York
| USD 61.3 M | -USD 10.5 M | 2 | 4.98% | Reducidas |
|
| 2049 |
Providence Capital Advisors
Charlotte,
North Carolina
| USD 61.2 M | -USD 8.49 M | 6 | 10.6% | Reducidas |
|
| 2050 |
Advisornet Financial
Minnetonka,
Minnesota
| USD 61.2 M | +USD 5.88 M | 25 | 3.46% | Aumentadas |
|