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 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 16.3 M | -USD 316 k | 5 | 5.69% | Reducidas |
|
| 1927 |
Moloney Securities Asset Management
Manchester,
Missouri
| USD 16.3 M | +USD 4.78 M | 8 | 6.18% | Aumentadas |
|
| 1928 |
Sigma Investment Counselors
Northville,
Michigan
| USD 16.3 M | -USD 222 k | 5 | 2.15% | Reducidas |
|
| 1929 |
LGC
Laurel Grove Capital
Los Angeles,
California
| USD 16.2 M | -USD 713 k | 4 | 8.61% | Reducidas |
|
| 1930 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 16.2 M | -USD 80.4 k | 6 | 4.52% | Reducidas |
|
| 1931 |
SH
Sandia Holdings
Greenwich,
Connecticut
| USD 16.2 M | -USD 998 k | 2 | 7.27% | Reducidas |
|
| 1932 |
PDN
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 16.2 M | -USD 6.37 M | 2 | 2.85% | Reducidas |
|
| 1933 |
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 16.2 M | -USD 687 k | 6 | 5.27% | Reducidas |
|
| 1934 |
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 16.2 M | -USD 1.06 M | 8 | 1.62% | Reducidas |
|
| 1935 |
BHA
Beech Hill Advisors
New York
| USD 16.2 M | -USD 2.11 M | 4 | 9.06% | Reducidas |
|
| 1936 |
United Bank (Virginia)
Vienna,
Virginia
| USD 16.2 M | -USD 188 k | 6 | 3.75% | Reducidas |
|
| 1937 |
Condor Capital Management
Martinsville,
New Jersey
| USD 16.1 M | +USD 61.3 k | 7 | 3.11% | Aumentadas |
|
| 1938 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 16.1 M | +USD 694 k | 7 | 5.8% | Aumentadas |
|
| 1939 |
Ruffer LLP
London,
United Kingdom
| USD 16.1 M | -USD 36.5 M | 4 | 0.59% | Reducidas |
|
| 1940 |
QSS
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| USD 16.1 M | +USD 4.35 M | 13 | 2.95% | Aumentadas |
|
| 1941 |
MC
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 16.1 M | USD 0 | 1 | 6.13% | Mantenido |
|
| 1942 |
WIC
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 16 M | -USD 317 k | 6 | 3.28% | Reducidas |
|
| 1943 |
Choreo LLC
Rockford,
Illinois
| USD 16 M | -USD 2.38 M | 7 | 2.15% | Reducidas |
|
| 1944 |
CC
Caldera Capital
Dallas,
Texas
| USD 16 M | +USD 3.66 M | 2 | 11.68% | Aumentadas |
|
| 1945 |
AFIA
America First Investment Advisors
Omaha,
Nebraska
| USD 16 M | +USD 110 k | 5 | 5.22% | Aumentadas |
|
| 1946 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 16 M | +USD 1.25 M | 8 | 7.46% | Aumentadas |
|
| 1947 |
Empirical Wealth Management
Seattle,
Washington
| USD 16 M | +USD 2.72 M | 7 | 3% | Aumentadas |
|
| 1948 |
Toth Financial Advisory
Leesburg,
Virginia
| USD 16 M | -USD 1.05 M | 10 | 3.75% | Reducidas |
|
| 1949 |
Mission Wealth Management
Santa Barbara,
California
| USD 16 M | +USD 4.42 M | 9 | 2.35% | Aumentadas |
|
| 1950 |
South Street Advisors
New York
| USD 15.9 M | +USD 511 k | 4 | 4.83% | Aumentadas |
|