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 |
BIM
Beach Investment Management
West Conshohocken,
Pennsylvania
| USD 4.08 M | +USD 468 k | 2 | 5.39% | Aumentadas |
|
| 1977 |
HIS
Horizon Investment Services
Hammond,
Indiana
| USD 4.06 M | +USD 4.58 M | 1 | 2.21% | Aumentadas |
|
| 1978 |
MM
Meridian Management
Little Rock,
Arkansas
| USD 4.05 M | -USD 2.19 M | 2 | 3.21% | Reducidas |
|
| 1979 |
CSUI
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 4 M | USD 0 | 2 | 5.16% | Mantenido |
|
| 1980 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 3.98 M | +USD 1.7 M | 2 | 0.41% | Aumentadas |
|
| 1981 |
DCM
Dynamic Capital Management
St. Helier,
Jersey
| USD 3.98 M | +USD 3.87 M | 4 | 1.29% | Aumentadas |
|
| 1982 |
CP
Cinque Partners
Los Angeles,
California
| USD 3.97 M | -USD 2.4 M | 2 | 2.16% | Reducidas |
|
| 1983 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 3.96 M | -USD 8.22 k | 10 | 2.43% | Reducidas |
|
| 1984 |
BBNB
Baker Boyer National Bank
Walla Walla,
Washington
| USD 3.94 M | -USD 150 k | 3 | 7.69% | Reducidas |
|
| 1985 |
Formidable Asset Management
Cincinnati,
Ohio
| USD 3.92 M | +USD 1.22 M | 6 | 2.74% | Aumentadas |
|
| 1986 |
NCA
New Century Advisors
Chevy Chase,
Maryland
| USD 3.9 M | +USD 1.5 M | 1 | 3.13% | Aumentadas |
|
| 1987 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 3.89 M | +USD 461 k | 3 | 1.63% | Aumentadas |
|
| 1988 |
CIP
Centerline Investment Partners
New York
| USD 3.89 M | -USD 5.11 M | 1 | 3.43% | Reducidas |
|
| 1989 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
| USD 3.89 M | +USD 204 k | 8 | 2.56% | Aumentadas |
|
| 1990 |
PI
Pettee Investors
Rowayton,
Connecticut
| USD 3.88 M | USD 0 | 2 | 3.65% | Mantenido |
|
| 1991 |
Ellington Management Group
Old Greenwich,
Connecticut
| USD 3.88 M | +USD 2.98 M | 5 | 1.14% | Aumentadas |
|
| 1992 |
CAM
Cypress Asset Management
Houston,
Texas
| USD 3.88 M | -USD 151 k | 3 | 0.7% | Reducidas |
|
| 1993 |
HH
HWG Holdings
Houston,
Texas
| USD 3.86 M | +USD 3.41 M | 3 | 3.51% | Aumentadas |
|
| 1994 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 3.85 M | -USD 521 k | 3 | 0.44% | Reducidas |
|
| 1995 |
SI
Shaker Investments
Cleveland,
Ohio
| USD 3.84 M | +USD 4.03 M | 1 | 2.38% | Nuevas |
|
| 1996 |
ACMM
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| USD 3.83 M | +USD 4.87 k | 1 | 0.41% | Aumentadas |
|
| 1997 |
MAA
Mraz Amerine & Associates
Modesto,
California
| USD 3.83 M | -USD 97.3 k | 2 | 1.6% | Reducidas |
|
| 1998 |
LI
Longer Investments
Fayetteville,
Arkansas
| USD 3.83 M | -USD 906 k | 2 | 3.04% | Reducidas |
|
| 1999 |
One Capital Management
Westlake Village,
California
| USD 3.82 M | +USD 3.61 M | 4 | 1.45% | Nuevas |
|
| 2000 |
WIL
Winifred I. Li
| USD 3.82 M | -USD 1.64 M | 7 | 3.31% | Reducidas |
|