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 | |
|---|---|---|---|---|---|---|---|
| 1976 |
WM
WS Management
Jacksonville,
Florida
| USD 70.2 M | USD 0 | 2 | 6.13% | Mantenido |
|
| 1977 |
Mengis Capital Management
Portland,
Oregon
| USD 70.1 M | +USD 2.82 M | 6 | 10.66% | Aumentadas |
|
| 1978 |
Kavar Capital Partners Group
Leawood,
Kansas
| USD 70 M | +USD 1.01 M | 5 | 8.63% | Aumentadas |
|
| 1979 |
KKM Financial
Chicago,
Illinois
| USD 70 M | +USD 33.7 M | 7 | 9.59% | Aumentadas |
|
| 1980 |
Fulcrum Asset Management
London,
United Kingdom
| USD 70 M | -USD 22.6 M | 13 | 6.98% | Reducidas |
|
| 1981 |
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 70 M | -USD 4.84 M | 7 | 7.11% | Reducidas |
|
| 1982 |
BI
BBFIT Investments
Singapore,
| USD 70 M | USD 0 | 1 | 6.36% | Mantenido |
|
| 1983 |
Crewe Advisors
Salt Lake City,
Utah
| USD 69.8 M | +USD 940 k | 16 | 5.06% | Aumentadas |
|
| 1984 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
| USD 69.8 M | -USD 575 k | 5 | 14.24% | Reducidas |
|
| 1985 |
IP
Indivisible Partners
Clearwater,
Florida
| USD 69.8 M | +USD 25.1 M | 10 | 3.94% | Aumentadas |
|
| 1986 |
Koshinski Asset Management
Decatur,
Illinois
| USD 69.7 M | +USD 2.08 M | 10 | 3.71% | Aumentadas |
|
| 1987 |
HH
HWG Holdings
Houston,
Texas
| USD 69.7 M | +USD 21 M | 3 | 15.77% | Aumentadas |
|
| 1988 |
BAM
Bell Asset Management
Melbourne,
Australia
| USD 69.6 M | -USD 4.08 M | 4 | 18.59% | Reducidas |
|
| 1989 |
TSM
Two Star Manager
Miami Beach,
Florida
| USD 69.6 M | -USD 1.02 M | 2 | 28.16% | Reducidas |
|
| 1990 |
RGC
Rubicon Global Capital
London,
United Kingdom
| USD 69.5 M | -USD 2.02 M | 3 | 25.48% | Reducidas |
|
| 1991 |
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| USD 69.5 M | +USD 122 M | 4 | 18.55% | Aumentadas |
|
| 1992 |
Romano Brothers & Co
Evanston,
Illinois
| USD 69.5 M | +USD 71.1 k | 7 | 6.98% | Aumentadas |
|
| 1993 |
Clearstead Trust
Portland,
Maine
| USD 69.4 M | -USD 410 k | 15 | 9.07% | Reducidas |
|
| 1994 |
Crédit Industriel et Commercial
Paris France,
France
| USD 69.3 M | +USD 4.06 M | 4 | 4.46% | Aumentadas |
|
| 1995 |
REST
Retail Employees Superannuation Trust
Sydney,
| USD 69.2 M | -USD 60.5 M | 3 | 18.55% | Reducidas |
|
| 1996 |
PWM
Palumbo Wealth Management
Great Neck,
New York
| USD 69.2 M | +USD 3.93 M | 10 | 14.49% | Aumentadas |
|
| 1997 |
DCM
Delaney Capital Management
Toronto,
| USD 69.2 M | -USD 3.97 M | 6 | 10.95% | Reducidas |
|
| 1998 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 69.2 M | -USD 1.86 M | 3 | 8.48% | Reducidas |
|
| 1999 |
Csenge Advisory Group
Clearwater,
Florida
| USD 69.2 M | +USD 459 k | 11 | 2.81% | Aumentadas |
|
| 2000 |
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 69.1 M | +USD 141 k | 7 | 5.73% | Aumentadas |
|