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 |
Cheviot Value Management
Beverly Hills,
California
| USD 11.3 M | -USD 1.06 M | 2 | 6.15% | Reducidas |
|
| 1952 |
GCM
Glaxis Capital Management
Sarasota,
Florida
| USD 11.3 M | +USD 7.32 M | 1 | 17.2% | Aumentadas |
|
| 1953 |
BKA
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 11.3 M | +USD 69.9 k | 5 | 9.12% | Aumentadas |
|
| 1954 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
| USD 11.3 M | -USD 298 k | 5 | 1.19% | Reducidas |
|
| 1955 |
SICM
Sustainable Insight Capital Management
New York
| USD 11.2 M | +USD 10.6 M | 3 | 5.07% | Aumentadas |
|
| 1956 |
BCM
Beddow Capital Management
Jackson,
Wyoming
| USD 11.2 M | -USD 380 k | 2 | 4.58% | Reducidas |
|
| 1957 |
BRM
Boston Research & Management
Manchester,
Massachusetts
| USD 11.2 M | -USD 85.2 k | 5 | 5.74% | Reducidas |
|
| 1958 |
BAM
Brave Asset Management
Summit,
New Jersey
| USD 11.2 M | -USD 250 k | 6 | 5.89% | Reducidas |
|
| 1959 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 11.2 M | -USD 21.4 M | 4 | 7.69% | Reducidas |
|
| 1960 |
GCM
Gabalex Capital Management
New York
| USD 11.2 M | USD 0 | 1 | 3.45% | Mantenido |
|
| 1961 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 11.2 M | -USD 246 k | 2 | 9.99% | Reducidas |
|
| 1962 |
Cambria Investment Management
Manhattan Beach,
California
| USD 11.2 M | +USD 4.85 M | 3 | 1.72% | Aumentadas |
|
| 1963 |
WSC
Wellington Shields & Co
New York
| USD 11.1 M | -USD 263 k | 4 | 3.67% | Reducidas |
|
| 1964 |
Herald Investment Management
London,
United Kingdom
| USD 11.1 M | +USD 300 k | 7 | 3.59% | Aumentadas |
|
| 1965 |
Gradient Investments
Arden Hills,
Minnesota
| USD 11.1 M | +USD 6.84 M | 8 | 0.71% | Aumentadas |
|
| 1966 |
AAA
Adams Asset Advisors
Dallas,
Texas
| USD 11.1 M | +USD 3.61 M | 3 | 1.51% | Aumentadas |
|
| 1967 |
EHWM
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 11 M | -USD 2.4 k | 6 | 6.86% | Reducidas |
|
| 1968 |
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 11 M | -USD 346 k | 11 | 1.63% | Reducidas |
|
| 1969 |
IAM
Integre Asset Management
New York
| USD 11 M | +USD 425 k | 5 | 7.36% | Aumentadas |
|
| 1970 |
CEI
Clark Estates Inc
New York
| USD 11 M | -USD 3.78 M | 2 | 1.82% | Reducidas |
|
| 1971 |
FSA
Financial Sense Advisors
San Diego,
California
| USD 11 M | -USD 625 k | 3 | 5.63% | Reducidas |
|
| 1972 |
NME
Notis-McConarty Edward
| USD 11 M | -USD 128 k | 5 | 6.87% | Reducidas |
|
| 1973 |
SCM
Stellar Capital Management
Phoenix,
Arizona
| USD 11 M | +USD 324 k | 5 | 7.71% | Aumentadas |
|
| 1974 |
PM
Parametrica Management
Wanchai,
Hong Kong
| USD 10.9 M | +USD 7.41 M | 4 | 4.6% | Aumentadas |
|
| 1975 |
Laffer Tengler Investments
Nashville,
Tennessee
| USD 10.9 M | -USD 759 k | 1 | 2.88% | Reducidas |
|