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 |
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 17.5 M | -USD 5.46 M | 2 | 8.34% | Reducidas |
|
| 1977 |
WEO
William E. Oberndorf
| USD 17.4 M | USD 0 | 1 | 8.52% | Mantenido |
|
| 1978 |
Investure LLC
Charlottesville,
Virginia
| USD 17.4 M | USD 0 | 1 | 3.97% | Mantenido |
|
| 1979 |
L.J. Altfest & Co
New York
| USD 17.4 M | -USD 915 k | 9 | 4.64% | Reducidas |
|
| 1980 |
Wells Trecaso Financial Group
Akron,
Ohio
| USD 17.4 M | -USD 327 k | 5 | 14.32% | Reducidas |
|
| 1981 |
Hendley & Co
Zanesville,
Ohio
| USD 17.4 M | +USD 666 k | 3 | 8.16% | Aumentadas |
|
| 1982 |
Beech Hill Advisors
New York
| USD 17.4 M | +USD 1.44 M | 5 | 9.14% | Aumentadas |
|
| 1983 |
NG
Northstar Group
New York
| USD 17.4 M | +USD 1.56 M | 7 | 7.34% | Aumentadas |
|
| 1984 |
Summit Trail Advisors
New York
| USD 17.3 M | -USD 1.54 M | 5 | 7.57% | Reducidas |
|
| 1985 |
NME
Notis-McConarty Edward
| USD 17.3 M | +USD 429 k | 5 | 8.16% | Aumentadas |
|
| 1986 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
| USD 17.3 M | USD 0 | 1 | 1.28% | Mantenido |
|
| 1987 |
NBW Capital
Boston,
Massachusetts
| USD 17.3 M | -USD 167 k | 2 | 4.75% | Reducidas |
|
| 1988 |
NVWM LLC
Yardley,
Pennsylvania
| USD 17.2 M | +USD 456 k | 9 | 10.4% | Aumentadas |
|
| 1989 |
HI
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 17.2 M | +USD 3.39 M | 4 | 3.62% | Aumentadas |
|
| 1990 |
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 17.2 M | +USD 221 k | 9 | 1.7% | Aumentadas |
|
| 1991 |
Tandem Investment Advisors
Charleston,
South Carolina
| USD 17.2 M | +USD 673 k | 3 | 3.26% | Aumentadas |
|
| 1992 |
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 17.2 M | -USD 392 k | 8 | 6.08% | Reducidas |
|
| 1993 |
CT
Chicago Trust
Grayslake,
Illinois
| USD 17.2 M | -USD 357 k | 7 | 7.32% | Reducidas |
|
| 1994 |
Perkins Coie Trust Company
Seattle,
Washington
| USD 17.2 M | -USD 428 k | 10 | 7.8% | Reducidas |
|
| 1995 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 17.1 M | -USD 843 k | 7 | 4.49% | Reducidas |
|
| 1996 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 17.1 M | +USD 17 k | 5 | 5.93% | Aumentadas |
|
| 1997 |
GSA Capital Partners
London,
United Kingdom
| USD 17.1 M | +USD 4.02 M | 10 | 1.91% | Aumentadas |
|
| 1998 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 17 M | +USD 2.99 M | 6 | 1.64% | Aumentadas |
|
| 1999 |
Arlington Capital Management
Arlington Heights,
Illinois
| USD 17 M | -USD 438 k | 1 | 9.45% | Reducidas |
|
| 2000 |
BBR Partners
New York
| USD 17 M | -USD 16.5 M | 6 | 2.72% | Reducidas |
|