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 |
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 10.5 M | -USD 813 k | 3 | 8.4% | Reducidas |
|
| 1977 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 10.5 M | +USD 913 k | 8 | 4.9% | Aumentadas |
|
| 1978 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
| USD 10.5 M | -USD 188 k | 5 | 10.12% | Reducidas |
|
| 1979 |
Clearstead Trust
Portland,
Maine
| USD 10.5 M | +USD 58.7 k | 5 | 8.28% | Aumentadas |
|
| 1980 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 10.5 M | -USD 919 k | 6 | 2.96% | Reducidas |
|
| 1981 |
HS
HighVista Strategies
Boston,
Massachusetts
| USD 10.5 M | +USD 2.81 M | 6 | 2.39% | Aumentadas |
|
| 1982 |
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 10.5 M | -USD 160 k | 10 | 3.87% | Reducidas |
|
| 1983 |
MCA
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 10.5 M | -USD 39.1 k | 6 | 7.84% | Reducidas |
|
| 1984 |
Balasa Dinverno & Foltz
| USD 10.4 M | +USD 423 k | 6 | 1.69% | Aumentadas |
|
| 1985 |
WA
WFG Advisors
Dallas,
Texas
| USD 10.4 M | +USD 1.7 M | 14 | 2.35% | Aumentadas |
|
| 1986 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 10.3 M | USD 0 | 1 | 2.4% | Mantenido |
|
| 1987 |
GCM
Gabalex Capital Management
New York
| USD 10.3 M | -USD 3.43 M | 1 | 3.35% | Reducidas |
|
| 1988 |
LPIC
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 10.3 M | +USD 282 k | 7 | 7% | Aumentadas |
|
| 1989 |
BBCM
Boardman Bay Capital Management
New York
| USD 10.3 M | -USD 11.3 M | 4 | 10.42% | Reducidas |
|
| 1990 |
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 10.3 M | -USD 604 k | 6 | 2.49% | Reducidas |
|
| 1991 |
FC
Ferris Capital
Marlborough,
Massachusetts
| USD 10.3 M | +USD 10.1 M | 12 | 4.83% | Nuevas |
|
| 1992 |
Perella Weinberg Partners Capital Management
New York
| USD 10.3 M | +USD 5.49 M | 3 | 1.26% | Aumentadas |
|
| 1993 |
SAC
SPQ Asia Capital
Hong Kong
| USD 10.3 M | +USD 7.35 M | 1 | 19.82% | Aumentadas |
|
| 1994 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
| USD 10.3 M | +USD 296 k | 2 | 1.93% | Aumentadas |
|
| 1995 |
CS
Credential Securities
Vancouver,
| USD 10.3 M | +USD 301 k | 7 | 3.14% | Aumentadas |
|
| 1996 |
WM
WS Management
Jacksonville,
Florida
| USD 10.3 M | +USD 10.1 M | 1 | 0.38% | Nuevas |
|
| 1997 |
SCM
Stellar Capital Management
Phoenix,
Arizona
| USD 10.3 M | +USD 25.3 k | 5 | 7.46% | Aumentadas |
|
| 1998 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 10.2 M | -USD 67.4 k | 6 | 4.54% | Reducidas |
|
| 1999 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 10.2 M | +USD 81.3 k | 2 | 3.91% | Aumentadas |
|
| 2000 |
CW
Cabot-Wellington
Boston,
Massachusetts
| USD 10.2 M | -USD 48.6 k | 1 | 5.89% | Reducidas |
|