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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
Condor Capital Management
Martinsville,
New Jersey
| USD 15 M | -USD 139 k | 7 | 3.26% | Reducidas |
|
| 1927 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 15 M | -USD 492 k | 10 | 9.23% | Reducidas |
|
| 1928 |
Garde Capital
Seattle,
Washington
| USD 15 M | +USD 1.08 M | 7 | 2.73% | Aumentadas |
|
| 1929 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 15 M | +USD 75.5 k | 7 | 3.69% | Aumentadas |
|
| 1930 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 15 M | +USD 7.1 M | 6 | 4.23% | Aumentadas |
|
| 1931 |
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 14.9 M | +USD 758 k | 5 | 12.06% | Aumentadas |
|
| 1932 |
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 14.9 M | +USD 99.1 k | 3 | 6.05% | Aumentadas |
|
| 1933 |
First Nebraska Trust
Lincoln,
Nebraska
| USD 14.9 M | -USD 2.65 M | 7 | 2.97% | Reducidas |
|
| 1934 |
Steamboat Capital Partners
Rye,
New York
| USD 14.9 M | +USD 666 k | 2 | 5.82% | Aumentadas |
|
| 1935 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 14.9 M | -USD 865 k | 15 | 2.32% | Reducidas |
|
| 1936 |
Precept Management
Dallas,
Texas
| USD 14.9 M | +USD 471 k | 4 | 6.2% | Aumentadas |
|
| 1937 |
AMCA
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 14.9 M | -USD 2.08 M | 5 | 5.61% | Reducidas |
|
| 1938 |
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 14.9 M | +USD 49 k | 2 | 2.25% | Aumentadas |
|
| 1939 |
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 14.9 M | -USD 6.04 M | 1 | 5.39% | Reducidas |
|
| 1940 |
CC
Cognios Capital
Leawood,
Kansas
| USD 14.8 M | +USD 1.53 M | 8 | 5.35% | Aumentadas |
|
| 1941 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 14.8 M | +USD 196 k | 5 | 4.43% | Aumentadas |
|
| 1942 |
Pegasus Partners
Mequon,
Wisconsin
| USD 14.7 M | -USD 1.51 M | 7 | 3.2% | Reducidas |
|
| 1943 |
Avalon Global Asset Management
San Francisco,
California
| USD 14.7 M | -USD 1.4 M | 3 | 5.06% | Reducidas |
|
| 1944 |
Perkins Coie Trust Company
Seattle,
Washington
| USD 14.6 M | -USD 216 k | 9 | 7.27% | Reducidas |
|
| 1945 |
Sigma Investment Counselors
Northville,
Michigan
| USD 14.6 M | -USD 5.44 M | 5 | 1.99% | Reducidas |
|
| 1946 |
SRS Investment Management
New York
| USD 14.6 M | USD 0 | 1 | 0.29% | Mantenido |
|
| 1947 |
America First Investment Advisors
Omaha,
Nebraska
| USD 14.6 M | -USD 24.8 k | 6 | 5.41% | Reducidas |
|
| 1948 |
SHCM
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 14.6 M | +USD 32.4 k | 6 | 3.38% | Aumentadas |
|
| 1949 |
VIA
Vantis Investment Advisers
Miami,
Florida
| USD 14.5 M | +USD 15.6 M | 1 | 4.21% | Nuevas |
|
| 1950 |
Lafayette Investments
Ashton,
Maryland
| USD 14.5 M | -USD 1.59 M | 3 | 5.43% | Reducidas |
|