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 |
CBT
Central Bank & Trust
Lexington,
Kentucky
| USD 20.7 M | -USD 479 k | 6 | 4.98% | Reducidas |
|
| 1952 |
Herald Investment Management
London,
United Kingdom
| USD 20.6 M | -USD 146 k | 9 | 6.25% | Reducidas |
|
| 1953 |
Rice Partnership
Honolulu,
Hawaii
| USD 20.6 M | +USD 1.07 M | 4 | 13.85% | Aumentadas |
|
| 1954 |
Magnus Financial Group
New York
| USD 20.6 M | +USD 7.41 M | 8 | 2.81% | Aumentadas |
|
| 1955 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 20.6 M | -USD 655 k | 4 | 13.82% | Reducidas |
|
| 1956 |
Institute for Wealth Management
Denver,
Colorado
| USD 20.6 M | -USD 1.43 M | 7 | 6.35% | Reducidas |
|
| 1957 |
Radnor Capital Management
Wayne,
Pennsylvania
| USD 20.6 M | -USD 1.25 M | 6 | 8.44% | Reducidas |
|
| 1958 |
Horizon Kinetics Asset Management
New York
| USD 20.5 M | +USD 243 k | 6 | 0.91% | Aumentadas |
|
| 1959 |
Parkside Investments
Deerfield,
Illinois
| USD 20.5 M | +USD 4.46 M | 4 | 6.78% | Aumentadas |
|
| 1960 |
MKC
M. Kraus & Co
Shelburne,
Vermont
| USD 20.5 M | -USD 114 k | 3 | 12.44% | Reducidas |
|
| 1961 |
GCM
Gabalex Capital Management
New York
| USD 20.5 M | -USD 1.64 M | 1 | 7.06% | Reducidas |
|
| 1962 |
YorkBridge Wealth Partners
New York
| USD 20.4 M | -USD 5.05 M | 7 | 12.57% | Reducidas |
|
| 1963 |
MJP
Michael J. Puzo
| USD 20.4 M | -USD 780 k | 4 | 8.98% | Reducidas |
|
| 1964 |
Lake Street Private Wealth
Chicago,
Illinois
| USD 20.4 M | +USD 3.31 M | 6 | 9.27% | Aumentadas |
|
| 1965 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 20.3 M | +USD 175 k | 11 | 10.75% | Aumentadas |
|
| 1966 |
CLCM
Crawford Lake Capital Management
Lakewood,
New Jersey
| USD 20.3 M | -USD 1.29 M | 3 | 19.96% | Reducidas |
|
| 1967 |
Brian C. Broderick
| USD 20.2 M | +USD 275 k | 5 | 7.99% | Aumentadas |
|
| 1968 |
HIM
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 20.2 M | -USD 226 k | 4 | 15.03% | Reducidas |
|
| 1969 |
Sigma Investment Counselors
Northville,
Michigan
| USD 20.2 M | -USD 2.19 M | 5 | 2.57% | Reducidas |
|
| 1970 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 20.1 M | -USD 3.38 M | 2 | 7.65% | Reducidas |
|
| 1971 |
Krilogy Financial
St. Louis,
Missouri
| USD 20.1 M | +USD 3.48 M | 6 | 3.83% | Aumentadas |
|
| 1972 |
Farmers & Merchants Trust Company
Long Beach,
California
| USD 20.1 M | -USD 203 k | 6 | 10.89% | Reducidas |
|
| 1973 |
GC
Gruss & Co
West Palm Beach,
Florida
| USD 20.1 M | -USD 5.91 M | 4 | 37.45% | Reducidas |
|
| 1974 |
Avestar Capital
New York
| USD 20.1 M | +USD 6.39 M | 9 | 10.96% | Aumentadas |
|
| 1975 |
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 20.1 M | -USD 108 k | 3 | 5.98% | Reducidas |
|