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 |
Condor Capital Management
Martinsville,
New Jersey
| USD 17.2 M | -USD 163 k | 7 | 3.14% | Reducidas |
|
| 1952 |
NBW Capital
Boston,
Massachusetts
| USD 17.2 M | -USD 247 k | 2 | 4.62% | Reducidas |
|
| 1953 |
GCM
Gabalex Capital Management
New York
| USD 17.2 M | USD 0 | 1 | 4.7% | Mantenido |
|
| 1954 |
SH
Sandia Holdings
Greenwich,
Connecticut
| USD 17.1 M | -USD 954 k | 2 | 8.03% | Reducidas |
|
| 1955 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 17.1 M | +USD 99 k | 5 | 6.57% | Aumentadas |
|
| 1956 |
James Investment Research
Alpha,
Ohio
| USD 17.1 M | +USD 2.74 M | 6 | 0.7% | Aumentadas |
|
| 1957 |
AIM
Act II Management
New York
| USD 17.1 M | -USD 6.25 M | 2 | 11.91% | Reducidas |
|
| 1958 |
Cabot Wealth Management
Salem,
Massachusetts
| USD 17.1 M | +USD 4.43 M | 6 | 3.66% | Aumentadas |
|
| 1959 |
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 17 M | +USD 21 M | 1 | 3.12% | Nuevas |
|
| 1960 |
AIA
AIMZ Investment Advisors
Los Altos,
California
| USD 17 M | -USD 181 k | 7 | 10.93% | Reducidas |
|
| 1961 |
NTV Asset Management
Charleston,
West Virginia
| USD 16.9 M | -USD 538 k | 7 | 4.56% | Reducidas |
|
| 1962 |
Davis Rea
Toronto,
Ontario, Canada
| USD 16.9 M | +USD 18.5 M | 4 | 9.53% | Aumentadas |
|
| 1963 |
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| USD 16.8 M | -USD 592 k | 7 | 5.35% | Reducidas |
|
| 1964 |
Toth Financial Advisory
Leesburg,
Virginia
| USD 16.8 M | -USD 1.43 M | 11 | 3.74% | Reducidas |
|
| 1965 |
Channing Capital Management
Chicago,
Illinois
| USD 16.8 M | -USD 4.93 M | 3 | 0.61% | Reducidas |
|
| 1966 |
Cooper Investors
Melbourne, Victoria,
Australia
| USD 16.8 M | +USD 558 k | 1 | 2% | Aumentadas |
|
| 1967 |
Wells Trecaso Financial Group
Akron,
Ohio
| USD 16.8 M | -USD 282 k | 5 | 13.95% | Reducidas |
|
| 1968 |
Zions Bancorporation
Salt Lake City,
Utah
| USD 16.8 M | +USD 10.7 M | 13 | 3.99% | Aumentadas |
|
| 1969 |
Baker Ellis Asset Management
Vancouver,
Washington
| USD 16.8 M | -USD 487 k | 5 | 4.31% | Reducidas |
|
| 1970 |
L.J. Altfest & Co
New York
| USD 16.7 M | -USD 767 k | 7 | 4.87% | Reducidas |
|
| 1971 |
America First Investment Advisors
Omaha,
Nebraska
| USD 16.7 M | -USD 438 k | 5 | 5.28% | Reducidas |
|
| 1972 |
Perkins Coie Trust Company
Seattle,
Washington
| USD 16.7 M | -USD 423 k | 9 | 7.76% | Reducidas |
|
| 1973 |
M Holdings Securities
Portland,
Oregon
| USD 16.7 M | +USD 830 k | 8 | 4.37% | Aumentadas |
|
| 1974 |
Roberts, Glore & Co
Deerfield,
Illinois
| USD 16.6 M | +USD 354 k | 7 | 9.53% | Aumentadas |
|
| 1975 |
Court Place Advisors
Ellicott City,
Maryland
| USD 16.6 M | +USD 231 k | 5 | 6.3% | Aumentadas |
|