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 |
FNBTCON
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 10.2 M | -USD 12.7 k | 7 | 2.98% | Reducidas |
|
| 2002 |
TWMP
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 10.2 M | -USD 102 k | 3 | 4.62% | Reducidas |
|
| 2003 |
HCR Wealth Advisors
Los Angeles,
California
| USD 10.2 M | -USD 522 k | 5 | 5.03% | Reducidas |
|
| 2004 |
WI
Wintrust Investments
Chicago,
Illinois
| USD 10.2 M | +USD 387 k | 9 | 2.7% | Aumentadas |
|
| 2005 |
KA
Kerrisdale Advisers
Miami,
Florida
| USD 10.1 M | +USD 8.4 M | 2 | 9.34% | Aumentadas |
|
| 2006 |
CBN
Cadence Bank NA
Houston,
Texas
| USD 10.1 M | -USD 135 k | 6 | 4.63% | Reducidas |
|
| 2007 |
STB
S&T Bank
Indiana,
Pennsylvania
| USD 10.1 M | -USD 586 k | 1 | 1.84% | Reducidas |
|
| 2008 |
HCA
Horan Capital Advisors
Cincinnati,
Ohio
| USD 10.1 M | +USD 1.63 M | 5 | 6.89% | Aumentadas |
|
| 2009 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 10.1 M | -USD 74.1 k | 5 | 5.54% | Reducidas |
|
| 2010 |
DIS
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 10.1 M | +USD 187 k | 2 | 9.7% | Aumentadas |
|
| 2011 |
CC
Cognios Capital
Leawood,
Kansas
| USD 10.1 M | -USD 19.5 M | 6 | 3.53% | Reducidas |
|
| 2012 |
SCA
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 10.1 M | +USD 10.1 M | 3 | 7.4% | Nuevas |
|
| 2013 |
Aviance Capital Partners
Naples,
Florida
| USD 10.1 M | +USD 403 k | 7 | 3.24% | Aumentadas |
|
| 2014 |
Oarsman Capital
Milwaukee,
Wisconsin
| USD 10 M | -USD 119 k | 6 | 4.59% | Reducidas |
|
| 2015 |
BB&T Investment Services
Charlotte,
North Carolina
| USD 10 M | +USD 3.28 M | 13 | 2.51% | Aumentadas |
|
| 2016 |
IMA Advisory Services
Denver,
Colorado
| USD 10 M | +USD 1.53 M | 6 | 4.8% | Aumentadas |
|
| 2017 |
CAM
Cypress Asset Management
Houston,
Texas
| USD 10 M | +USD 2.82 M | 6 | 2.04% | Aumentadas |
|
| 2018 |
HIS
Horizon Investment Services
Hammond,
Indiana
| USD 9.9 M | +USD 15 k | 4 | 4.44% | Aumentadas |
|
| 2019 |
PVWM
Point View Wealth Management
Summit,
New Jersey
| USD 9.9 M | +USD 2.25 M | 6 | 4.87% | Aumentadas |
|
| 2020 |
CRB
Chad R. Baker
| USD 9.9 M | USD 0 | 2 | 3.91% | Mantenido |
|
| 2021 |
DWM
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 9.9 M | +USD 269 k | 3 | 3.41% | Aumentadas |
|
| 2022 |
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 9.9 M | -USD 726 k | 5 | 3.87% | Reducidas |
|
| 2023 |
Peconic Partners
New York
| USD 9.9 M | +USD 4.95 M | 3 | 1.59% | Aumentadas |
|
| 2024 |
CWM
Concentric Wealth Management
Lafayette,
California
| USD 9.8 M | +USD 106 k | 5 | 7.81% | Aumentadas |
|
| 2025 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 9.8 M | -USD 1.16 M | 6 | 5.03% | Reducidas |
|