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 |
VST
Van Strum & Towne
San Francisco,
California
| USD 26.4 M | -USD 3.98 M | 5 | 18.41% | Reducidas |
|
| 1927 |
Farmers & Merchants Trust Company
Long Beach,
California
| USD 26.4 M | +USD 475 k | 6 | 11.89% | Aumentadas |
|
| 1928 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 26.3 M | -USD 15.3 M | 6 | 10.96% | Reducidas |
|
| 1929 |
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 26.3 M | -USD 390 k | 5 | 7.57% | Reducidas |
|
| 1930 |
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 26.3 M | -USD 630 k | 6 | 3.99% | Reducidas |
|
| 1931 |
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 26.2 M | -USD 406 k | 3 | 9.06% | Reducidas |
|
| 1932 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 26.2 M | -USD 496 k | 5 | 10.09% | Reducidas |
|
| 1933 |
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 26.2 M | +USD 250 k | 3 | 22.64% | Aumentadas |
|
| 1934 |
Perennial Advisors
New York
| USD 26.2 M | +USD 384 k | 7 | 11.15% | Aumentadas |
|
| 1935 |
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 26.2 M | -USD 2.06 M | 3 | 14.64% | Reducidas |
|
| 1936 |
Next Century Growth Investors
Plymouth,
Minnesota
| USD 26.2 M | +USD 506 k | 4 | 2.98% | Aumentadas |
|
| 1937 |
TrustCore Financial Services
Brentwood,
Tennessee
| USD 26.1 M | +USD 948 k | 11 | 4.52% | Aumentadas |
|
| 1938 |
Credential Qtrade Securities
Vancouver,
| USD 26.1 M | +USD 2.16 M | 7 | 3.4% | Aumentadas |
|
| 1939 |
WEO
William E. Oberndorf
| USD 26.1 M | -USD 9.8 M | 2 | 12.93% | Reducidas |
|
| 1940 |
HIM
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 26.1 M | -USD 346 k | 4 | 15.04% | Reducidas |
|
| 1941 |
Stratos Investment Management
Beachwood,
Ohio
| USD 26 M | +USD 1.04 M | 5 | 11.01% | Aumentadas |
|
| 1942 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 26 M | +USD 12.4 M | 2 | 1.01% | Aumentadas |
|
| 1943 |
ECG
EPIQ Capital Group
San Francisco,
California
| USD 26 M | -USD 4.02 M | 1 | 4.38% | Reducidas |
|
| 1944 |
Bernzott Capital Advisors
Camarillo,
California
| USD 26 M | -USD 5.15 M | 2 | 3.26% | Reducidas |
|
| 1945 |
Sloy Dahl & Holst
Vancouver,
Washington
| USD 25.9 M | -USD 897 k | 6 | 12.29% | Reducidas |
|
| 1946 |
McRae Capital Management
Morristown,
New Jersey
| USD 25.9 M | -USD 209 k | 3 | 9.69% | Reducidas |
|
| 1947 |
AJ Wealth Strategies
New York
| USD 25.7 M | +USD 4.73 M | 7 | 2.85% | Aumentadas |
|
| 1948 |
Rikoon Group
Santa Fe,
New Mexico
| USD 25.7 M | +USD 1.71 M | 6 | 8.59% | Aumentadas |
|
| 1949 |
Hendley & Co
Zanesville,
Ohio
| USD 25.6 M | -USD 467 k | 3 | 12.11% | Reducidas |
|
| 1950 |
GFG Capital
Miami,
Florida
| USD 25.6 M | +USD 1.16 M | 5 | 10.99% | Aumentadas |
|