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 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 27.3 M | +USD 8.61 M | 3 | 0.96% | Aumentadas |
|
| 1952 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| USD 27.3 M | +USD 6.83 M | 8 | 0.81% | Aumentadas |
|
| 1953 |
Atwood & Palmer
Kansas City,
Missouri
| USD 27.3 M | -USD 443 k | 9 | 3.43% | Reducidas |
|
| 1954 |
Ashmore Group
London,
United Kingdom
| USD 27.2 M | -USD 15.8 M | 1 | 6.23% | Reducidas |
|
| 1955 |
CCC
Chelsea Counsel Company
Los Angeles,
California
| USD 27.2 M | -USD 1.26 M | 5 | 16.09% | Reducidas |
|
| 1956 |
Capital City Trust
Tallahassee,
Florida
| USD 27.2 M | +USD 273 k | 6 | 9.97% | Aumentadas |
|
| 1957 |
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 27.1 M | +USD 1.23 M | 4 | 14.32% | Aumentadas |
|
| 1958 |
Adero Partners
Pleasanton,
California
| USD 27.1 M | +USD 7.63 M | 7 | 21.71% | Aumentadas |
|
| 1959 |
Belvedere Trading
Chicago,
Illinois
| USD 27.1 M | +USD 27 M | 1 | 2.39% | Aumentadas |
|
| 1960 |
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 27.1 M | -USD 276 k | 6 | 3.82% | Reducidas |
|
| 1961 |
Odey Asset Management Group
London,
United Kingdom
| USD 27.1 M | +USD 884 k | 5 | 3.67% | Aumentadas |
|
| 1962 |
NG
Northstar Group
New York
| USD 27 M | +USD 1.26 M | 7 | 9.3% | Aumentadas |
|
| 1963 |
Hamilton Wealth
Encino,
California
| USD 27 M | -USD 964 k | 5 | 15.11% | Reducidas |
|
| 1964 |
QV Investors
Calgary,
Alberta, Canada
| USD 27 M | -USD 10 M | 2 | 1.83% | Reducidas |
|
| 1965 |
Monetta Financial Services
Wheaton,
Illinois
| USD 26.9 M | -USD 2.51 M | 4 | 22.75% | Reducidas |
|
| 1966 |
L.J. Altfest & Co
New York
| USD 26.9 M | +USD 85.4 k | 9 | 7.16% | Aumentadas |
|
| 1967 |
Precept Management
Dallas,
Texas
| USD 26.9 M | USD 0 | 2 | 6.6% | Mantenido |
|
| 1968 |
Manchester Capital Management
Manchester,
Vermont
| USD 26.9 M | -USD 5.89 M | 14 | 4.18% | Reducidas |
|
| 1969 |
PWAP
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 26.9 M | -USD 4.26 M | 5 | 17.19% | Reducidas |
|
| 1970 |
MKP Capital Management
New York
| USD 26.8 M | +USD 12.4 M | 3 | 7.05% | Aumentadas |
|
| 1971 |
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 26.8 M | -USD 391 k | 3 | 14.37% | Reducidas |
|
| 1972 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 26.7 M | -USD 486 k | 13 | 10.29% | Reducidas |
|
| 1973 |
Cubic Asset Management
Boston,
Massachusetts
| USD 26.7 M | -USD 836 k | 5 | 9.58% | Reducidas |
|
| 1974 |
ECM
EagleClaw Capital Management
Boston,
Massachusetts
| USD 26.7 M | -USD 611 k | 6 | 9.35% | Reducidas |
|
| 1975 |
Bruderman Asset Management
Locust Valley,
New York
| USD 26.7 M | +USD 811 k | 7 | 8.75% | Aumentadas |
|