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 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 59.7 M | +USD 469 k | 6 | 14.33% | Aumentadas |
|
| 1952 |
Clearstead Trust
Portland,
Maine
| USD 59.6 M | +USD 1.93 M | 15 | 11.28% | Aumentadas |
|
| 1953 |
NWF Advisory Services
Los Angeles,
California
| USD 59.6 M | +USD 3.32 M | 8 | 7.11% | Aumentadas |
|
| 1954 |
Hedeker Wealth
Lincolnshire,
Illinois
| USD 59.6 M | -USD 921 k | 5 | 13.89% | Reducidas |
|
| 1955 |
KAS
Kemnay Advisory Services
New York
| USD 59.6 M | -USD 980 k | 4 | 9.47% | Reducidas |
|
| 1956 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 59.4 M | -USD 57.8 M | 3 | 5.51% | Reducidas |
|
| 1957 |
Carrhae Capital
London,
United Kingdom
| USD 59.4 M | -USD 4.17 M | 1 | 4.34% | Reducidas |
|
| 1958 |
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 59.4 M | +USD 2.35 M | 6 | 9.4% | Aumentadas |
|
| 1959 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 59.3 M | -USD 2.46 M | 7 | 4% | Reducidas |
|
| 1960 |
Tree Line Advisors
Central,
Hong Kong
| USD 59.2 M | USD 0 | 1 | 15.42% | Mantenido |
|
| 1961 |
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 59.2 M | +USD 1.36 M | 7 | 10.85% | Aumentadas |
|
| 1962 |
Premier Path Wealth Partners
Madison,
New Jersey
| USD 59 M | +USD 1.74 M | 10 | 8.22% | Aumentadas |
|
| 1963 |
Centaurus Financial
Anaheim,
California
| USD 59 M | -USD 69.8 M | 13 | 3.45% | Reducidas |
|
| 1964 |
Laffer Tengler Investments
Nashville,
Tennessee
| USD 59 M | +USD 538 k | 6 | 10.51% | Aumentadas |
|
| 1965 |
Cooper Investors
Melbourne, Victoria,
Australia
| USD 58.9 M | -USD 16.8 M | 3 | 10.71% | Reducidas |
|
| 1966 |
Farley Capital
New York
| USD 58.8 M | +USD 592 k | 4 | 46.14% | Aumentadas |
|
| 1967 |
1248 Management
Kansas City,
Missouri
| USD 58.8 M | -USD 31.3 k | 7 | 21.71% | Reducidas |
|
| 1968 |
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 58.8 M | USD 0 | 6 | 5.38% | Mantenido |
|
| 1969 |
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 58.8 M | -USD 708 k | 6 | 10.67% | Reducidas |
|
| 1970 |
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 58.7 M | +USD 2.41 M | 2 | 13.36% | Aumentadas |
|
| 1971 |
Westerkirk Capital
Victoria,
| USD 58.6 M | +USD 52.2 M | 8 | 7.22% | Nuevas |
|
| 1972 |
TwinBeech Capital
Purchase,
New York
| USD 58.6 M | -USD 47.6 M | 6 | 1.33% | Reducidas |
|
| 1973 |
Lake Street Private Wealth
Chicago,
Illinois
| USD 58.4 M | +USD 3.04 M | 7 | 8.31% | Aumentadas |
|
| 1974 |
Koshinski Asset Management
Decatur,
Illinois
| USD 58.3 M | +USD 790 k | 9 | 4.4% | Aumentadas |
|
| 1975 |
Resonant Capital Advisors
Madison,
Wisconsin
| USD 58.3 M | +USD 6.12 M | 10 | 3.72% | Aumentadas |
|