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 |
WM
Wishbone Management
Chicago,
Illinois
| USD 38.6 M | USD 0 | 1 | 5.33% | Mantenido |
|
| 1927 |
First Interstate Bank
Billings,
Montana
| USD 38.6 M | +USD 620 k | 5 | 3.96% | Aumentadas |
|
| 1928 |
Ashford Capital Management
Wilmington,
Delaware
| USD 38.6 M | +USD 1.13 M | 6 | 3.51% | Aumentadas |
|
| 1929 |
Chase Investment Counsel
Charlottesville,
Virginia
| USD 38.6 M | -USD 3.01 M | 5 | 16.62% | Reducidas |
|
| 1930 |
Berkshire Bank
Pittsfield,
Massachusetts
| USD 38.6 M | -USD 315 k | 6 | 9.41% | Reducidas |
|
| 1931 |
CCM
CAAS Capital Management
New York
| USD 38.5 M | -USD 51.6 M | 8 | 0.77% | Reducidas |
|
| 1932 |
Emerson Point Capital
Larchmont,
New York
| USD 38.5 M | -USD 8.9 M | 2 | 5.78% | Reducidas |
|
| 1933 |
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 38.4 M | +USD 2.06 M | 5 | 9.03% | Aumentadas |
|
| 1934 |
McIlrath & Eck
Arlington,
Washington
| USD 38.4 M | -USD 94.6 k | 16 | 11.44% | Reducidas |
|
| 1935 |
Riverstone Advisors
New Braunfels,
Texas
| USD 38.4 M | +USD 458 k | 2 | 17.7% | Aumentadas |
|
| 1936 |
Avior Wealth Management
Omaha,
Nebraska
| USD 38.3 M | +USD 618 k | 15 | 3.16% | Aumentadas |
|
| 1937 |
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 38.3 M | -USD 1.31 M | 7 | 9.79% | Reducidas |
|
| 1938 |
SlateStone Wealth
Jupiter,
Florida
| USD 38.3 M | +USD 1.13 M | 9 | 8.77% | Aumentadas |
|
| 1939 |
Roberts Wealth Advisors
Palo Alto,
California
| USD 38.3 M | +USD 39.6 M | 7 | 15.14% | Nuevas |
|
| 1940 |
Aspiriant LLC
Los Angeles,
California
| USD 38.2 M | -USD 251 k | 9 | 2.25% | Reducidas |
|
| 1941 |
HCR Wealth Advisors
Los Angeles,
California
| USD 38.2 M | -USD 29.5 k | 7 | 6.38% | Reducidas |
|
| 1942 |
Wellington Shields & Co
New York
| USD 38.2 M | -USD 653 k | 8 | 13.33% | Reducidas |
|
| 1943 |
Brian C. Broderick
| USD 38.2 M | +USD 93.4 k | 4 | 10.2% | Aumentadas |
|
| 1944 |
Firsthand Capital Management
San Jose,
California
| USD 38.2 M | +USD 3.27 M | 4 | 11.4% | Aumentadas |
|
| 1945 |
PM Capital
Sydney,
Australia
| USD 38.1 M | -USD 4.84 M | 1 | 7.16% | Reducidas |
|
| 1946 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 38.1 M | -USD 197 k | 5 | 10.65% | Reducidas |
|
| 1947 |
Corda Investment Management
Houston,
Texas
| USD 38.1 M | -USD 198 k | 4 | 3.31% | Reducidas |
|
| 1948 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 38.1 M | -USD 2.01 M | 5 | 6.31% | Reducidas |
|
| 1949 |
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 38 M | -USD 2.94 M | 6 | 10.44% | Reducidas |
|
| 1950 |
Virtu Financial
New York
| USD 37.9 M | -USD 26.8 M | 17 | 3.34% | Reducidas |
|