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 |
Tema ETFs
New York
| USD 58.1 M | +USD 2.22 M | 9 | 3.9% | Aumentadas |
|
| 2027 |
Naviter Wealth
Little Rock,
Arkansas
| USD 57.9 M | +USD 1.59 M | 6 | 7.23% | Aumentadas |
|
| 2028 |
Herald Investment Management
London,
United Kingdom
| USD 57.9 M | +USD 401 k | 7 | 8.07% | Aumentadas |
|
| 2029 |
Inspire Trust Company
Reno,
Nevada
| USD 57.9 M | +USD 12.6 M | 5 | 8.94% | Aumentadas |
|
| 2030 |
Fogel Capital Management
Stuart,
Florida
| USD 57.9 M | +USD 1.57 M | 4 | 26.47% | Aumentadas |
|
| 2031 |
Hodges Capital Management
Dallas,
Texas
| USD 57.9 M | +USD 597 k | 9 | 4.79% | Aumentadas |
|
| 2032 |
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 57.8 M | -USD 2.64 M | 3 | 11.43% | Reducidas |
|
| 2033 |
Dynasty Wealth Management
St. Petersburg,
Florida
| USD 57.8 M | -USD 2.6 M | 9 | 0.5% | Reducidas |
|
| 2034 |
Richard Bernstein Advisors
New York
| USD 57.8 M | +USD 1.74 M | 6 | 1.68% | Aumentadas |
|
| 2035 |
Consolidated Investment Group
Englewood,
Colorado
| USD 57.8 M | +USD 7.95 M | 6 | 6.27% | Aumentadas |
|
| 2036 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 57.8 M | +USD 12.2 M | 9 | 9.46% | Aumentadas |
|
| 2037 |
Vega Investment Solutions
Paris,
France
| USD 57.7 M | -USD 12.7 M | 11 | 13.77% | Reducidas |
|
| 2038 |
Embree Financial Group
Chicago,
Illinois
| USD 57.6 M | +USD 6.59 M | 6 | 6.79% | Aumentadas |
|
| 2039 |
IIA
IPG Investment Advisors
San Diego,
California
| USD 57.6 M | -USD 644 k | 7 | 9.89% | Reducidas |
|
| 2040 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 57.5 M | -USD 383 k | 2 | 4.57% | Reducidas |
|
| 2041 |
CPH
C Partners Holding
Zurich,
Switzerland
| USD 57.5 M | USD 0 | 1 | 18.15% | Mantenido |
|
| 2042 |
HS Management Partners
New York
| USD 57.5 M | -USD 21.1 M | 3 | 20.11% | Reducidas |
|
| 2043 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 57.5 M | +USD 672 k | 7 | 11.39% | Aumentadas |
|
| 2044 |
Delta Investment Management
San Francisco,
California
| USD 57.4 M | -USD 4.73 M | 8 | 10.28% | Reducidas |
|
| 2045 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 57.3 M | +USD 1.31 M | 6 | 12.82% | Aumentadas |
|
| 2046 |
CV Advisors
Aventura,
Florida
| USD 57.3 M | +USD 179 k | 4 | 15.65% | Aumentadas |
|
| 2047 |
Trivium Point Advisory
Westport,
Connecticut
| USD 57.3 M | -USD 39.2 M | 6 | 10.36% | Reducidas |
|
| 2048 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 57.2 M | +USD 3.1 M | 7 | 3.45% | Aumentadas |
|
| 2049 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 57.1 M | +USD 229 k | 4 | 10.5% | Aumentadas |
|
| 2050 |
Ipswich Investment Management
Beverly,
Massachusetts
| USD 57 M | -USD 1.71 M | 7 | 13.38% | Reducidas |
|