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 | |
|---|---|---|---|---|---|---|---|
| 2001 |
DAM
Draper Asset Management
Smithtown,
New York
| USD 69.1 M | -USD 539 k | 3 | 34.94% | Reducidas |
|
| 2002 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 69 M | +USD 2.87 M | 9 | 2.39% | Aumentadas |
|
| 2003 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 69 M | -USD 962 k | 7 | 5.67% | Reducidas |
|
| 2004 |
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 69 M | -USD 396 k | 6 | 4.09% | Reducidas |
|
| 2005 |
AWS
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 69 M | -USD 964 k | 7 | 20.62% | Reducidas |
|
| 2006 |
QPW
Quantum Private Wealth
Tampa,
Florida
| USD 68.9 M | -USD 4.94 M | 7 | 17.65% | Reducidas |
|
| 2007 |
Sovran Advisors
San Diego,
California
| USD 68.8 M | -USD 2.99 M | 11 | 5.13% | Reducidas |
|
| 2008 |
Westerkirk Capital
Victoria,
| USD 68.8 M | +USD 4.45 M | 8 | 6.62% | Aumentadas |
|
| 2009 |
Archford Capital Strategies
Swansea,
Illinois
| USD 68.4 M | -USD 199 k | 9 | 6.93% | Reducidas |
|
| 2010 |
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| USD 68.3 M | -USD 6.95 M | 19 | 7.59% | Reducidas |
|
| 2011 |
Tandem Investment Advisors
Charleston,
South Carolina
| USD 68.3 M | -USD 24.5 M | 4 | 4.57% | Reducidas |
|
| 2012 |
MainStreet Investment Advisors
Chicago,
Illinois
| USD 68.3 M | -USD 2.49 M | 7 | 9.3% | Reducidas |
|
| 2013 |
KLWA
Kelly Lawrence W & Associates
Pasadens,
California
| USD 68.3 M | -USD 398 k | 5 | 14.59% | Reducidas |
|
| 2014 |
Security National Bank
Omaha,
Nebraska
| USD 68.2 M | +USD 4.15 M | 6 | 8.14% | Aumentadas |
|
| 2015 |
NPPM
North Point Portfolio Managers
Orange Village,
Ohio
| USD 68.2 M | -USD 1.94 M | 5 | 11.26% | Reducidas |
|
| 2016 |
Huntleigh Advisors
St. Louis,
Missouri
| USD 68.1 M | +USD 6.73 M | 8 | 9.54% | Aumentadas |
|
| 2017 |
BSI
Bennett Selby Investments
Falmouth,
Maine
| USD 68.1 M | +USD 539 k | 4 | 21.77% | Aumentadas |
|
| 2018 |
KC
Knuff & Co
Foster City,
California
| USD 68.1 M | +USD 4.24 M | 8 | 17.25% | Aumentadas |
|
| 2019 |
Channing Capital Management
Chicago,
Illinois
| USD 68.1 M | +USD 23.6 M | 5 | 1.57% | Aumentadas |
|
| 2020 |
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 68.1 M | +USD 9.16 M | 8 | 6.36% | Aumentadas |
|
| 2021 |
Strategic Blueprint
Atlanta,
Georgia
| USD 68 M | -USD 564 k | 8 | 3.4% | Reducidas |
|
| 2022 |
PFG Advisors
Phoenix,
Arizona
| USD 68 M | -USD 5.74 M | 8 | 3.43% | Reducidas |
|
| 2023 |
WPA
Wealth Preservation Advisors
Chattanooga,
Tennessee
| USD 68 M | +USD 23.5 M | 4 | 38.75% | Aumentadas |
|
| 2024 |
FCM
Fogel Capital Management
Stuart,
Florida
| USD 67.8 M | +USD 667 k | 4 | 27.25% | Aumentadas |
|
| 2025 |
SageView Advisory Group
Newport Beach,
California
| USD 67.7 M | -USD 1.21 M | 8 | 2.22% | Reducidas |
|