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 |
Chicago Partners Investment Group
Chicago,
Illinois
| USD 25.6 M | +USD 1.92 M | 10 | 3.2% | Aumentadas |
|
| 1952 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 25.6 M | -USD 1.2 M | 9 | 8.79% | Reducidas |
|
| 1953 |
MJP
Michael J. Puzo
| USD 25.6 M | -USD 470 k | 4 | 9.56% | Reducidas |
|
| 1954 |
Chapman Investment Management
San Anselmo,
California
| USD 25.5 M | +USD 26.7 k | 3 | 20.9% | Aumentadas |
|
| 1955 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 25.5 M | -USD 340 k | 8 | 9.83% | Reducidas |
|
| 1956 |
Congress Park Capital
Saratoga Springs,
New York
| USD 25.5 M | -USD 3.38 M | 6 | 19.57% | Reducidas |
|
| 1957 |
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 25.5 M | -USD 12.1 M | 4 | 9.63% | Reducidas |
|
| 1958 |
Koshinski Asset Management
Decatur,
Illinois
| USD 25.5 M | +USD 1.17 M | 10 | 4.13% | Aumentadas |
|
| 1959 |
WCMN
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 25.5 M | -USD 888 k | 2 | 9.6% | Reducidas |
|
| 1960 |
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 25.4 M | +USD 4.21 M | 7 | 14.68% | Aumentadas |
|
| 1961 |
MKC
M. Kraus & Co
Shelburne,
Vermont
| USD 25.4 M | -USD 358 k | 3 | 13.15% | Reducidas |
|
| 1962 |
Stokes Family Office
New Orleans,
Louisiana
| USD 25.4 M | +USD 1.31 M | 7 | 6.41% | Aumentadas |
|
| 1963 |
Hamilton Wealth
Encino,
California
| USD 25.4 M | -USD 3.78 M | 5 | 15.14% | Reducidas |
|
| 1964 |
Allworth Financial
Folsom,
California
| USD 25.4 M | -USD 14.3 M | 16 | 0.78% | Reducidas |
|
| 1965 |
Brian C. Broderick
| USD 25.4 M | -USD 351 k | 5 | 8.45% | Reducidas |
|
| 1966 |
Radnor Capital Management
Wayne,
Pennsylvania
| USD 25.4 M | +USD 639 k | 7 | 9.16% | Aumentadas |
|
| 1967 |
Capital City Trust
Tallahassee,
Florida
| USD 25.3 M | +USD 257 k | 5 | 9.71% | Aumentadas |
|
| 1968 |
Symmetry Partners
Glastonbury,
Connecticut
| USD 25.3 M | +USD 7.43 M | 6 | 3.16% | Aumentadas |
|
| 1969 |
Sargent Investment Group
Bethesda,
Maryland
| USD 25.3 M | -USD 33.9 k | 6 | 9.51% | Reducidas |
|
| 1970 |
ECM
EagleClaw Capital Management
Boston,
Massachusetts
| USD 25.3 M | -USD 1.99 M | 5 | 9.82% | Reducidas |
|
| 1971 |
GA
GFS Advisors
Houston,
Texas
| USD 25.2 M | -USD 2.48 M | 6 | 7.78% | Reducidas |
|
| 1972 |
L.J. Altfest & Co
New York
| USD 25.2 M | -USD 416 k | 9 | 7.26% | Reducidas |
|
| 1973 |
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 25.2 M | +USD 252 k | 8 | 15.47% | Aumentadas |
|
| 1974 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 25.2 M | +USD 4.82 M | 1 | 2.36% | Aumentadas |
|
| 1975 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 25.1 M | -USD 1.27 M | 12 | 10.4% | Reducidas |
|