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 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 27.8 M | -USD 2.26 M | 1 | 22.93% | Reducidas |
|
| 1927 |
YorkBridge Wealth Partners
New York
| USD 27.7 M | -USD 9.08 M | 9 | 11.65% | Reducidas |
|
| 1928 |
RWWM Inc
Rocklin,
California
| USD 27.7 M | -USD 188 k | 2 | 6.68% | Reducidas |
|
| 1929 |
Sandler Capital Management
New York
| USD 27.7 M | -USD 33.9 M | 2 | 2.78% | Reducidas |
|
| 1930 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 27.6 M | +USD 212 k | 11 | 9.5% | Aumentadas |
|
| 1931 |
Robertson Stephens Wealth Management
San Francisco,
California
| USD 27.6 M | +USD 1.79 M | 8 | 6.78% | Aumentadas |
|
| 1932 |
Cozad Asset Management
Champaign,
Illinois
| USD 27.6 M | +USD 1.24 M | 7 | 5.21% | Aumentadas |
|
| 1933 |
Hohimer Wealth Management
Seattle,
Washington
| USD 27.6 M | +USD 5.35 M | 4 | 7.86% | Aumentadas |
|
| 1934 |
WCMN
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 27.6 M | +USD 1.26 M | 2 | 9.78% | Aumentadas |
|
| 1935 |
Rice Partnership
Honolulu,
Hawaii
| USD 27.6 M | -USD 731 k | 4 | 11.96% | Reducidas |
|
| 1936 |
Avidian Wealth Enterprises
Houston,
Texas
| USD 27.6 M | +USD 1.03 M | 6 | 3.12% | Aumentadas |
|
| 1937 |
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 27.5 M | +USD 1.74 M | 3 | 32.78% | Aumentadas |
|
| 1938 |
Venture Visionary Partners
Sylvania,
Ohio
| USD 27.5 M | +USD 2.6 M | 7 | 6.71% | Aumentadas |
|
| 1939 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 27.5 M | -USD 397 k | 5 | 15.36% | Reducidas |
|
| 1940 |
VST
Van Strum & Towne
San Francisco,
California
| USD 27.5 M | +USD 337 k | 5 | 17.84% | Aumentadas |
|
| 1941 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 27.5 M | -USD 526 k | 8 | 9.67% | Reducidas |
|
| 1942 |
Noesis Capital Mangement
Boca Raton,
Florida
| USD 27.4 M | -USD 1.28 M | 6 | 7.77% | Reducidas |
|
| 1943 |
HIM
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 27.4 M | -USD 440 k | 4 | 14.81% | Reducidas |
|
| 1944 |
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 27.4 M | +USD 192 k | 3 | 8.5% | Aumentadas |
|
| 1945 |
Rikoon Group
Santa Fe,
New Mexico
| USD 27.4 M | -USD 141 k | 7 | 8.46% | Reducidas |
|
| 1946 |
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 27.4 M | -USD 156 k | 4 | 13.37% | Reducidas |
|
| 1947 |
GCM
Gabalex Capital Management
New York
| USD 27.3 M | USD 0 | 1 | 7.65% | Mantenido |
|
| 1948 |
Hutchinson Capital Management
San Rafael,
California
| USD 27.3 M | -USD 923 k | 5 | 8.12% | Reducidas |
|
| 1949 |
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 27.3 M | -USD 1.56 M | 7 | 10.82% | Reducidas |
|
| 1950 |
Balasa Dinverno & Foltz
| USD 27.3 M | +USD 2.6 M | 9 | 2.59% | Aumentadas |
|