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 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 50.4 M | -USD 25.3 M | 2 | 6.6% | Reducidas |
|
| 1927 |
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 50.3 M | -USD 13.2 M | 6 | 8.62% | Reducidas |
|
| 1928 |
Elk River Wealth Management
Denver,
Colorado
| USD 50.2 M | -USD 83.3 k | 4 | 9.4% | Reducidas |
|
| 1929 |
Private Management Group
Irvine,
California
| USD 50.1 M | -USD 3.46 M | 5 | 1.79% | Reducidas |
|
| 1930 |
Ipswich Investment Management
Beverly,
Massachusetts
| USD 50.1 M | -USD 360 k | 7 | 12.44% | Reducidas |
|
| 1931 |
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 50.1 M | -USD 18.9 M | 4 | 9.79% | Reducidas |
|
| 1932 |
New Hampshire Trust
Concord,
New Hampshire
| USD 50 M | -USD 2.24 M | 5 | 11.44% | Reducidas |
|
| 1933 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 50 M | -USD 11.5 M | 7 | 3.71% | Reducidas |
|
| 1934 |
Clearline Capital
New York
| USD 50 M | +USD 6.84 M | 4 | 3.01% | Aumentadas |
|
| 1935 |
Sage Mountain Advisors
Atlanta,
Georgia
| USD 50 M | -USD 248 k | 8 | 3.68% | Reducidas |
|
| 1936 |
Hedeker Wealth
Lincolnshire,
Illinois
| USD 49.9 M | +USD 1.22 M | 5 | 13.4% | Aumentadas |
|
| 1937 |
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 49.8 M | USD 0 | 2 | 10.5% | Mantenido |
|
| 1938 |
MKC
M. Kraus & Co
Shelburne,
Vermont
| USD 49.8 M | +USD 85.7 k | 6 | 15.15% | Aumentadas |
|
| 1939 |
Leuthold Group
Minneapolis,
Minnesota
| USD 49.8 M | +USD 9.09 M | 6 | 6.47% | Aumentadas |
|
| 1940 |
HCR Wealth Advisors
Los Angeles,
California
| USD 49.8 M | +USD 555 k | 6 | 6.49% | Aumentadas |
|
| 1941 |
NG
Northstar Group
New York
| USD 49.7 M | -USD 98.7 k | 7 | 8.06% | Reducidas |
|
| 1942 |
Claro Advisors
Boston,
Massachusetts
| USD 49.6 M | +USD 554 k | 9 | 6.64% | Aumentadas |
|
| 1943 |
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 49.6 M | +USD 199 k | 7 | 5.05% | Aumentadas |
|
| 1944 |
RCM
Ratan Capital Management
Miami Beach,
Florida
| USD 49.6 M | -USD 55.8 M | 2 | 16.01% | Reducidas |
|
| 1945 |
Greatmark Investment Partners
Columbus,
Georgia
| USD 49.5 M | +USD 773 k | 6 | 6.76% | Aumentadas |
|
| 1946 |
Farley Capital
New York
| USD 49.5 M | -USD 39.6 k | 5 | 45.86% | Reducidas |
|
| 1947 |
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 49.5 M | -USD 183 M | 1 | 100% | Reducidas |
|
| 1948 |
Mengis Capital Management
Portland,
Oregon
| USD 49.5 M | -USD 1.37 M | 6 | 10.32% | Reducidas |
|
| 1949 |
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 49.4 M | -USD 3.2 M | 9 | 11.86% | Reducidas |
|
| 1950 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 49.3 M | +USD 4.99 M | 7 | 5.78% | Aumentadas |
|