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 |
Capital Wealth Planning
Naples,
Florida
| USD 7.1 M | -USD 73.9 k | 3 | 6.52% | Reducidas |
|
| 2002 |
QI
Qualcomm Inc
San Diego,
California
| USD 7.1 M | -USD 2.22 M | 1 | 0.92% | Reducidas |
|
| 2003 |
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
| USD 7.1 M | +USD 6.65 M | 3 | 3.17% | Nuevas |
|
| 2004 |
OAM
Origin Asset Management
London,
United Kingdom
| USD 7.1 M | +USD 6.62 M | 1 | 0.57% | Nuevas |
|
| 2005 |
DA
DSC Advisors
Chicago,
Illinois
| USD 7.08 M | +USD 1.16 M | 6 | 3.7% | Aumentadas |
|
| 2006 |
LCP
Lombardia Capital Partners
Pasadena,
California
| USD 7.08 M | USD 0 | 1 | 0.35% | Mantenido |
|
| 2007 |
Stephens Investment Management Group
Houston,
Texas
| USD 7.08 M | +USD 11.5 k | 3 | 0.25% | Aumentadas |
|
| 2008 |
CCM
CrestPoint Capital Management
Four Seasons,
Missouri
| USD 7.03 M | -USD 280 k | 5 | 3.98% | Reducidas |
|
| 2009 |
Next Financial Group
Houston,
Texas
| USD 7.03 M | +USD 88.8 k | 12 | 2.62% | Aumentadas |
|
| 2010 |
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 7.01 M | +USD 6.74 M | 6 | 3.62% | Nuevas |
|
| 2011 |
WA
Westport Advisers
Westport,
Connecticut
| USD 7 M | -USD 221 k | 1 | 1.01% | Reducidas |
|
| 2012 |
DCM
Dialectic Capital Management
Norwalk,
Connecticut
| USD 6.99 M | +USD 596 k | 3 | 2.01% | Aumentadas |
|
| 2013 |
BKA
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 6.98 M | +USD 3.74 M | 9 | 6.15% | Aumentadas |
|
| 2014 |
Grassi Investment Management
Santa Clara,
California
| USD 6.97 M | +USD 582 k | 5 | 1.43% | Aumentadas |
|
| 2015 |
Shinko Asset Management Company
Tokyo,
Japan
| USD 6.97 M | +USD 412 k | 11 | 0.06% | Aumentadas |
|
| 2016 |
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 6.95 M | +USD 2.19 M | 7 | 2.64% | Aumentadas |
|
| 2017 |
Quantbot Technologies
New York
| USD 6.95 M | +USD 2.09 M | 7 | 1.19% | Aumentadas |
|
| 2018 |
Steinberg Global Asset Management
Boca Raton,
Florida
| USD 6.95 M | +USD 663 k | 6 | 1.35% | Aumentadas |
|
| 2019 |
Needham Investment Management
New York
| USD 6.95 M | +USD 1.51 M | 1 | 1.73% | Aumentadas |
|
| 2020 |
Sky Investment Group
Hartford,
Connecticut
| USD 6.94 M | -USD 149 k | 4 | 3.57% | Reducidas |
|
| 2021 |
NG
Northstar Group
New York
| USD 6.93 M | -USD 78.1 k | 6 | 5.5% | Reducidas |
|
| 2022 |
BAM
Bruderman Asset Management
Locust Valley,
New York
| USD 6.9 M | +USD 2.61 M | 8 | 2.6% | Aumentadas |
|
| 2023 |
LVW Advisors
Pittsford,
New York
| USD 6.9 M | -USD 308 k | 7 | 2.7% | Reducidas |
|
| 2024 |
Scion Asset Management
Saratoga,
California
| USD 6.88 M | +USD 7.03 M | 1 | 8.61% | Nuevas |
|
| 2025 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 6.88 M | +USD 123 k | 6 | 4.36% | Aumentadas |
|