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 |
CBT
Central Bank & Trust
Lexington,
Kentucky
| USD 22.1 M | +USD 597 k | 6 | 4.37% | Aumentadas |
|
| 1927 |
Signet Financial Management
Parsippany,
New Jersey
| USD 22.1 M | -USD 228 k | 8 | 4.13% | Reducidas |
|
| 1928 |
GCM
Gabalex Capital Management
New York
| USD 22.1 M | -USD 1.47 M | 1 | 5.79% | Reducidas |
|
| 1929 |
Tran Capital Management
San Rafael,
California
| USD 22 M | -USD 16 M | 2 | 2.55% | Reducidas |
|
| 1930 |
Herald Investment Management
London,
United Kingdom
| USD 22 M | +USD 5.24 M | 9 | 5.61% | Aumentadas |
|
| 1931 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 22 M | +USD 40.3 k | 5 | 12.7% | Aumentadas |
|
| 1932 |
Blume Capital Management
Berkeley,
California
| USD 22 M | -USD 2.13 M | 7 | 10.76% | Reducidas |
|
| 1933 |
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 22 M | +USD 824 k | 7 | 3.99% | Aumentadas |
|
| 1934 |
CCC
Chelsea Counsel Company
Los Angeles,
California
| USD 21.9 M | -USD 1.24 M | 6 | 13.33% | Reducidas |
|
| 1935 |
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 21.9 M | +USD 218 k | 6 | 6.34% | Aumentadas |
|
| 1936 |
Sigma Investment Counselors
Northville,
Michigan
| USD 21.9 M | -USD 164 k | 5 | 2.29% | Reducidas |
|
| 1937 |
TA
Trivest Advisors
Hong Kong
| USD 21.8 M | +USD 20 M | 2 | 6.14% | Nuevas |
|
| 1938 |
Stanley Capital Management
Houston,
Texas
| USD 21.8 M | +USD 390 k | 3 | 9.25% | Aumentadas |
|
| 1939 |
Strategic Financial Services
Utica,
New York
| USD 21.8 M | -USD 3.25 M | 6 | 2.5% | Reducidas |
|
| 1940 |
OCM
Ogborne Capital Management
San Francisco,
California
| USD 21.8 M | +USD 21 M | 1 | 9.86% | Nuevas |
|
| 1941 |
MKC
M. Kraus & Co
Shelburne,
Vermont
| USD 21.7 M | -USD 673 k | 3 | 10.84% | Reducidas |
|
| 1942 |
All-Stars Investment
Hong Kong
| USD 21.7 M | USD 0 | 1 | 31.45% | Mantenido |
|
| 1943 |
Ruffer LLP
London,
United Kingdom
| USD 21.7 M | +USD 6.01 M | 3 | 0.63% | Aumentadas |
|
| 1944 |
Freedom Investment Management
Hartford,
Connecticut
| USD 21.7 M | -USD 619 k | 8 | 1.91% | Reducidas |
|
| 1945 |
O'Shares Investment Advisers
Boston,
Massachusetts
| USD 21.7 M | -USD 1.07 M | 9 | 2.98% | Reducidas |
|
| 1946 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
| USD 21.7 M | +USD 3.77 M | 7 | 10.41% | Aumentadas |
|
| 1947 |
True North Advisors
Dallas,
Texas
| USD 21.6 M | +USD 20.2 M | 3 | 6.09% | Nuevas |
|
| 1948 |
Venturi Wealth Management
Austin,
Texas
| USD 21.6 M | +USD 363 k | 7 | 2.62% | Aumentadas |
|
| 1949 |
Edge Capital Group
Atlanta,
Georgia
| USD 21.6 M | -USD 201 k | 7 | 2.1% | Reducidas |
|
| 1950 |
Mint Tower Capital Management
Amsterdam,
Netherlands
| USD 21.6 M | +USD 10.1 M | 2 | 2.86% | Aumentadas |
|