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 |
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 73.3 M | -USD 3.04 M | 7 | 10.37% | Reducidas |
|
| 1952 |
Institute for Wealth Management
Denver,
Colorado
| USD 73.2 M | -USD 1.32 M | 10 | 7.76% | Reducidas |
|
| 1953 |
Chemistry Wealth Management
New York
| USD 73.2 M | -USD 1.57 M | 6 | 13.69% | Reducidas |
|
| 1954 |
Estuary Capital Management
Wayzata,
Minnesota
| USD 73 M | +USD 74 M | 2 | 12.98% | Nuevas |
|
| 1955 |
Leo Wealth LLC
Hurst,
Texas
| USD 72.7 M | +USD 25.3 M | 7 | 5.28% | Aumentadas |
|
| 1956 |
Rockline Wealth Management
Plainview,
New York
| USD 72.7 M | +USD 2.35 M | 7 | 14.83% | Aumentadas |
|
| 1957 |
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 72.7 M | -USD 592 k | 7 | 12.45% | Reducidas |
|
| 1958 |
Burkehill Global Management
New York
| USD 72.7 M | -USD 15.2 M | 2 | 4.78% | Reducidas |
|
| 1959 |
HH
HWG Holdings
Houston,
Texas
| USD 72.6 M | +USD 2.34 M | 3 | 17.6% | Aumentadas |
|
| 1960 |
Delta Investment Management
San Francisco,
California
| USD 72.6 M | +USD 2.73 M | 8 | 12.6% | Aumentadas |
|
| 1961 |
Romano Brothers & Co
Evanston,
Illinois
| USD 72.6 M | -USD 843 k | 6 | 8.25% | Reducidas |
|
| 1962 |
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 72.5 M | USD 0 | 6 | 18.74% | Mantenido |
|
| 1963 |
Covenant Asset Management
Chester,
New Jersey
| USD 72.5 M | +USD 235 k | 5 | 8.58% | Aumentadas |
|
| 1964 |
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| USD 72.5 M | +USD 25.8 M | 2 | 1.63% | Aumentadas |
|
| 1965 |
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 72.4 M | -USD 25.7 M | 6 | 7.52% | Reducidas |
|
| 1966 |
Willis Investment Counsel
Gainesville,
Georgia
| USD 72.4 M | +USD 2 M | 5 | 3.74% | Aumentadas |
|
| 1967 |
North Point Portfolio Managers
Orange Village,
Ohio
| USD 72.4 M | +USD 6.59 M | 5 | 12.25% | Aumentadas |
|
| 1968 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 72.3 M | -USD 980 k | 7 | 12.47% | Reducidas |
|
| 1969 |
Aspiriant LLC
Los Angeles,
California
| USD 72.3 M | +USD 1.77 M | 6 | 2.08% | Aumentadas |
|
| 1970 |
Knuff & Co
Foster City,
California
| USD 72.2 M | +USD 4.56 M | 8 | 21.29% | Aumentadas |
|
| 1971 |
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 72.1 M | +USD 950 k | 6 | 5.92% | Aumentadas |
|
| 1972 |
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 71.9 M | +USD 20.3 M | 6 | 4.15% | Aumentadas |
|
| 1973 |
Sompo Asset Management
Tokyo,
Japan
| USD 71.9 M | -USD 5.59 M | 6 | 12.33% | Reducidas |
|
| 1974 |
CL
CIM LLC
Albany,
New York
| USD 71.9 M | -USD 2.44 M | 6 | 9.43% | Reducidas |
|
| 1975 |
Farmers Trust Company
Youngstown,
Ohio
| USD 71.8 M | -USD 2.33 M | 9 | 11.71% | Reducidas |
|