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 | |
|---|---|---|---|---|---|---|---|
| 1951 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
| USD 2.9 M | -USD 90.2 k | 2 | 1.82% | Reducidas |
|
| 1952 |
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 2.89 M | -USD 1.98 M | 3 | 1.92% | Reducidas |
|
| 1953 |
Accredited Investors
Edina,
Minnesota
| USD 2.89 M | -USD 308 k | 4 | 1.07% | Reducidas |
|
| 1954 |
Prospera Financial Services
Dallas,
Texas
| USD 2.89 M | -USD 315 k | 3 | 1.1% | Reducidas |
|
| 1955 |
Iconiq Capital
San Francisco,
California
| USD 2.88 M | +USD 3.28 M | 1 | 2.09% | Nuevas |
|
| 1956 |
BIM
Beach Investment Management
West Conshohocken,
Pennsylvania
| USD 2.87 M | +USD 1.2 M | 1 | 4.42% | Aumentadas |
|
| 1957 |
Deltec Asset Management
New York
| USD 2.87 M | +USD 735 k | 2 | 0.75% | Aumentadas |
|
| 1958 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 2.87 M | -USD 386 k | 3 | 2.97% | Reducidas |
|
| 1959 |
IT
Independence Trust
Franklin,
Tennessee
| USD 2.86 M | -USD 20.4 k | 2 | 2.11% | Reducidas |
|
| 1960 |
OPTFSNA
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 2.86 M | -USD 37.6 k | 2 | 1.98% | Reducidas |
|
| 1961 |
KA
Kerrisdale Advisers
Miami,
Florida
| USD 2.85 M | -USD 642 k | 1 | 1.33% | Reducidas |
|
| 1962 |
Rodgers Brothers
Harmony,
Pennsylvania
| USD 2.84 M | +USD 216 k | 2 | 1.56% | Aumentadas |
|
| 1963 |
Consolidated Investment Group
Englewood,
Colorado
| USD 2.84 M | USD 0 | 1 | 1.93% | Mantenido |
|
| 1964 |
PWS
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 2.83 M | +USD 614 k | 3 | 2.38% | Aumentadas |
|
| 1965 |
SAM
Sequent Asset Management
Houston,
Texas
| USD 2.83 M | -USD 15.2 k | 2 | 2.59% | Reducidas |
|
| 1966 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 2.81 M | -USD 880 k | 2 | 0.37% | Reducidas |
|
| 1967 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 2.79 M | +USD 309 k | 5 | 3.05% | Aumentadas |
|
| 1968 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 2.78 M | -USD 82.6 k | 4 | 0.83% | Reducidas |
|
| 1969 |
First Hawaiian Bank
Honolulu,
Hawaii
| USD 2.77 M | -USD 759 k | 6 | 0.56% | Reducidas |
|
| 1970 |
Portland Global Advisors
Portland,
Maine
| USD 2.76 M | +USD 250 k | 3 | 1.86% | Aumentadas |
|
| 1971 |
RTIM
Round Table Investment Management
Charlotte,
North Carolina
| USD 2.76 M | +USD 2.72 M | 1 | 2.1% | Nuevas |
|
| 1972 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
| USD 2.75 M | +USD 53.4 k | 4 | 1.01% | Aumentadas |
|
| 1973 |
CCM
Carderock Capital Management
Chevy Chase,
Maryland
| USD 2.74 M | -USD 1.21 M | 3 | 1.59% | Reducidas |
|
| 1974 |
KCM
Karsch Capital Management
New York
| USD 2.74 M | +USD 2.78 M | 1 | 3.25% | Nuevas |
|
| 1975 |
Stadion Money Management
Watkinsville,
Georgia
| USD 2.74 M | +USD 1.18 M | 1 | 0.06% | Aumentadas |
|