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 |
Colonial Trust
Spartanburg,
South Carolina
| USD 38.3 M | -USD 1.48 M | 14 | 9.47% | Reducidas |
|
| 1952 |
Perry Creek Capital
New York
| USD 38.2 M | -USD 19 M | 1 | 14.65% | Reducidas |
|
| 1953 |
McIlrath & Eck
Arlington,
Washington
| USD 38.2 M | -USD 6.75 M | 15 | 7.68% | Reducidas |
|
| 1954 |
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 38.2 M | +USD 42.7 k | 5 | 5.1% | Aumentadas |
|
| 1955 |
Roberts Wealth Advisors
Palo Alto,
California
| USD 38.2 M | +USD 138 k | 7 | 16.78% | Aumentadas |
|
| 1956 |
Royal Fund Management
Lady Lake,
Florida
| USD 38.2 M | +USD 3.99 M | 11 | 5.16% | Aumentadas |
|
| 1957 |
GM Advisory Group
Melville,
New York
| USD 38.1 M | -USD 798 k | 7 | 3.11% | Reducidas |
|
| 1958 |
LTS One Management
New York
| USD 38 M | +USD 39.9 M | 2 | 8.35% | Nuevas |
|
| 1959 |
Sargent Investment Group
Bethesda,
Maryland
| USD 37.9 M | +USD 3.19 M | 6 | 9.14% | Aumentadas |
|
| 1960 |
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 37.9 M | +USD 1.95 M | 5 | 5.77% | Aumentadas |
|
| 1961 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 37.8 M | -USD 1.89 M | 9 | 3.52% | Reducidas |
|
| 1962 |
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 37.8 M | -USD 1.6 M | 6 | 7.77% | Reducidas |
|
| 1963 |
CL
CIM LLC
Albany,
New York
| USD 37.8 M | -USD 185 k | 5 | 7.2% | Reducidas |
|
| 1964 |
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 37.8 M | -USD 1.12 M | 5 | 19.13% | Reducidas |
|
| 1965 |
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 37.7 M | -USD 720 k | 6 | 4.67% | Reducidas |
|
| 1966 |
Two Point Capital Management
Pittsford,
New York
| USD 37.7 M | -USD 234 k | 3 | 20.79% | Reducidas |
|
| 1967 |
West Branch Capital
Amherst,
Massachusetts
| USD 37.7 M | -USD 122 k | 14 | 19.76% | Reducidas |
|
| 1968 |
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| USD 37.6 M | -USD 951 k | 4 | 12.03% | Reducidas |
|
| 1969 |
NG
Northstar Group
New York
| USD 37.6 M | -USD 187 k | 6 | 8.92% | Reducidas |
|
| 1970 |
Carlson Capital
Dallas,
Texas
| USD 37.6 M | +USD 31.5 M | 3 | 2.93% | Aumentadas |
|
| 1971 |
Waverly Advisors
Birmingham,
Alabama
| USD 37.5 M | +USD 8.55 M | 8 | 1.64% | Aumentadas |
|
| 1972 |
Asset Dedication LLC
San Francisco,
California
| USD 37.4 M | +USD 300 k | 19 | 3.18% | Aumentadas |
|
| 1973 |
Sigma Investment Counselors
Northville,
Michigan
| USD 37.4 M | -USD 203 k | 6 | 2.82% | Reducidas |
|
| 1974 |
Red Door Wealth Management
Memphis,
Tennessee
| USD 37.3 M | -USD 2.6 M | 7 | 9.32% | Reducidas |
|
| 1975 |
Greenland Capital Management
New York
| USD 37.3 M | +USD 16.4 M | 9 | 3.64% | Aumentadas |
|