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 |
Decatur Capital Management
Decatur,
Georgia
| USD 39.5 M | +USD 2.29 M | 4 | 23% | Aumentadas |
|
| 1977 |
Duff & Phelps Investment Management
Chicago,
Illinois
| USD 39.5 M | -USD 91.3 k | 6 | 0.46% | Reducidas |
|
| 1978 |
Financial Avengers
Oakland,
California
| USD 39.3 M | -USD 586 k | 7 | 24.61% | Reducidas |
|
| 1979 |
Wilsey Asset Management
San Diego,
California
| USD 39.3 M | -USD 7.18 M | 1 | 9.02% | Reducidas |
|
| 1980 |
Fairfield, Bush & Co
Darien,
Connecticut
| USD 39.3 M | +USD 213 k | 6 | 19.7% | Aumentadas |
|
| 1981 |
Forum Financial Management
Lombard,
Illinois
| USD 39.3 M | -USD 1.68 M | 10 | 1.88% | Reducidas |
|
| 1982 |
Delta Investment Management
San Francisco,
California
| USD 39.1 M | +USD 7.47 M | 5 | 11.61% | Aumentadas |
|
| 1983 |
Cinctive Capital Management
New York
| USD 39.1 M | +USD 5.42 M | 6 | 1.45% | Aumentadas |
|
| 1984 |
CG
Cutler Group
San Francisco,
California
| USD 39.1 M | -USD 12.3 M | 30 | 2.06% | Reducidas |
|
| 1985 |
Pine Ridge Advisers
New York
| USD 39 M | -USD 791 k | 3 | 10.61% | Reducidas |
|
| 1986 |
LCM
Lionstone Capital Management
New York
| USD 39 M | +USD 1.95 M | 1 | 11.57% | Aumentadas |
|
| 1987 |
HIM
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 38.9 M | +USD 412 k | 5 | 14.97% | Aumentadas |
|
| 1988 |
WPI
Walter Public Investments
Westmount,
Canada
| USD 38.8 M | +USD 43.1 M | 2 | 13.09% | Nuevas |
|
| 1989 |
Stewart Asset Management
New York
| USD 38.8 M | +USD 4.46 M | 4 | 20.59% | Aumentadas |
|
| 1990 |
Roberts Wealth Advisors
Palo Alto,
California
| USD 38.7 M | -USD 50.1 k | 7 | 15.15% | Reducidas |
|
| 1991 |
Bridgewater Advisors
New York
| USD 38.6 M | +USD 2.31 M | 9 | 9.38% | Aumentadas |
|
| 1992 |
CEI
Clark Estates Inc
New York
| USD 38.6 M | +USD 1.04 M | 3 | 6.09% | Aumentadas |
|
| 1993 |
Steamboat Capital Partners
Rye,
New York
| USD 38.5 M | -USD 87.1 k | 3 | 11.38% | Reducidas |
|
| 1994 |
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 38.5 M | +USD 4.3 M | 3 | 9.44% | Aumentadas |
|
| 1995 |
XML Financial
Bethesda,
Maryland
| USD 38.4 M | -USD 166 k | 6 | 4.56% | Reducidas |
|
| 1996 |
Blue Grotto Capital
Atlanta,
Georgia
| USD 38.3 M | +USD 7.61 M | 1 | 8.17% | Aumentadas |
|
| 1997 |
Perkins Coie Trust Company
Seattle,
Washington
| USD 38.2 M | -USD 413 k | 9 | 11.87% | Reducidas |
|
| 1998 |
AlphaCrest Capital Management
New York
| USD 38.2 M | -USD 27.1 M | 15 | 2.14% | Reducidas |
|
| 1999 |
Crescent Park Management
East Palo Alto,
California
| USD 38.2 M | -USD 4.62 M | 1 | 6.19% | Reducidas |
|
| 2000 |
Rollins Financial
Atlanta,
Georgia
| USD 38.2 M | +USD 300 k | 5 | 11.22% | Aumentadas |
|