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 |
Condor Capital Management
Martinsville,
New Jersey
| USD 4.9 M | -USD 151 k | 3 | 1.28% | Reducidas |
|
| 2002 |
AHS
Aspiriant Holdings S3
Los Angeles,
California
| USD 4.9 M | -USD 3.74 M | 3 | 2.26% | Reducidas |
|
| 2003 |
CSMF
Charles Stewart Mott Foundation
Flint,
Michigan
| USD 4.86 M | +USD 4.91 M | 5 | 5.44% | Nuevas |
|
| 2004 |
Wolverine Asset Management
Chicago,
Illinois
| USD 4.84 M | -USD 8.83 M | 5 | 0.11% | Reducidas |
|
| 2005 |
Cypress Capital Group
Palm Beach,
Florida
| USD 4.84 M | -USD 366 k | 5 | 1.19% | Reducidas |
|
| 2006 |
WCM
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 4.84 M | +USD 1.12 M | 4 | 4.47% | Aumentadas |
|
| 2007 |
Homrich & Berg
Atlanta,
Georgia
| USD 4.83 M | +USD 305 k | 5 | 0.51% | Aumentadas |
|
| 2008 |
RCA
Rex Capital Advisors
Providence,
Rhode Island
| USD 4.82 M | +USD 234 k | 1 | 5.15% | Aumentadas |
|
| 2009 |
WCM
Westerly Capital Management
San Francisco,
California
| USD 4.79 M | +USD 5.17 M | 3 | 5.74% | Nuevas |
|
| 2010 |
OIA
Optimum Investment Advisors
Chicago,
Illinois
| USD 4.79 M | +USD 4.99 M | 4 | 1.94% | Nuevas |
|
| 2011 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
| USD 4.79 M | +USD 3.64 M | 4 | 0.79% | Aumentadas |
|
| 2012 |
Portland Global Advisors
Portland,
Maine
| USD 4.77 M | -USD 291 k | 4 | 2.81% | Reducidas |
|
| 2013 |
SHCM
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 4.76 M | +USD 4.91 M | 3 | 2.89% | Nuevas |
|
| 2014 |
Addison Capital
Conshohocken,
Pennsylvania
| USD 4.76 M | -USD 170 k | 2 | 4.42% | Reducidas |
|
| 2015 |
DVM
Dreman Value Management
West Palm Beach,
Florida
| USD 4.75 M | +USD 478 k | 5 | 0.48% | Aumentadas |
|
| 2016 |
M Holdings Securities
Portland,
Oregon
| USD 4.75 M | -USD 29.9 k | 5 | 3.38% | Reducidas |
|
| 2017 |
RMAM
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 4.75 M | -USD 1.2 M | 5 | 3.07% | Reducidas |
|
| 2018 |
MM
Midas Management
New York
| USD 4.75 M | -USD 301 k | 3 | 3.06% | Reducidas |
|
| 2019 |
OIM
Orca Investment Management
Roseburg,
Oregon
| USD 4.73 M | -USD 98.3 k | 3 | 5.8% | Reducidas |
|
| 2020 |
Standard Investments
New York
| USD 4.73 M | -USD 2.83 M | 1 | 0.33% | Reducidas |
|
| 2021 |
NI
Nepsis Inc
Minneapolis,
Minnesota
| USD 4.72 M | +USD 2 M | 1 | 2.81% | Aumentadas |
|
| 2022 |
ACM
Ativo Capital Management
Chicago,
Illinois
| USD 4.71 M | +USD 1.89 M | 2 | 1.25% | Aumentadas |
|
| 2023 |
Avior Wealth Management
Omaha,
Nebraska
| USD 4.7 M | +USD 4.51 M | 6 | 2.75% | Aumentadas |
|
| 2024 |
SC
Searle & Co
Greenwich,
Connecticut
| USD 4.7 M | -USD 90.1 k | 2 | 4.83% | Reducidas |
|
| 2025 |
GMA
Goldstein Munger & Associates
San Ramon,
California
| USD 4.67 M | -USD 142 k | 2 | 2.12% | Reducidas |
|