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
Doheny Asset Management
Los Angeles,
California
| USD 10.6 M | -USD 463 k | 5 | 4.89% | Reducidas |
|
| 2002 |
PFSC
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 10.6 M | -USD 187 k | 6 | 6.03% | Reducidas |
|
| 2003 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 10.6 M | +USD 211 k | 6 | 5.61% | Aumentadas |
|
| 2004 |
Azzad Asset Management
Falls Church,
Virginia
| USD 10.6 M | +USD 648 k | 5 | 3.54% | Aumentadas |
|
| 2005 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 10.5 M | -USD 488 k | 6 | 2.88% | Reducidas |
|
| 2006 |
Summit Global Investments
Bountiful,
Utah
| USD 10.5 M | +USD 4.83 M | 2 | 1.65% | Aumentadas |
|
| 2007 |
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 10.5 M | -USD 206 k | 2 | 2.76% | Reducidas |
|
| 2008 |
CW
Cabot-Wellington
Boston,
Massachusetts
| USD 10.5 M | -USD 23.7 k | 1 | 6.11% | Reducidas |
|
| 2009 |
FNBTCON
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 10.5 M | -USD 205 k | 7 | 2.95% | Reducidas |
|
| 2010 |
LPIC
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 10.5 M | -USD 250 k | 7 | 6.75% | Reducidas |
|
| 2011 |
Oarsman Capital
Milwaukee,
Wisconsin
| USD 10.5 M | +USD 53.9 k | 6 | 4.43% | Aumentadas |
|
| 2012 |
WAM
Winslow Asset Management
Beachwood,
Ohio
| USD 10.5 M | -USD 161 k | 2 | 2.03% | Reducidas |
|
| 2013 |
CRB
Chad R. Baker
| USD 10.4 M | +USD 37.9 k | 2 | 4.09% | Aumentadas |
|
| 2014 |
Leuthold Group
Minneapolis,
Minnesota
| USD 10.4 M | -USD 963 k | 4 | 1.05% | Reducidas |
|
| 2015 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
| USD 10.4 M | +USD 10.1 M | 3 | 8.18% | Nuevas |
|
| 2016 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 10.4 M | -USD 56.9 k | 6 | 4.44% | Reducidas |
|
| 2017 |
Wexford Capital
West Palm Beach,
Florida
| USD 10.4 M | -USD 33.6 M | 6 | 0.89% | Reducidas |
|
| 2018 |
Apriem Advisors
Irvine,
California
| USD 10.3 M | -USD 3.11 M | 4 | 2.57% | Reducidas |
|
| 2019 |
FC
Ferris Capital
Marlborough,
Massachusetts
| USD 10.3 M | -USD 383 k | 6 | 5.11% | Reducidas |
|
| 2020 |
KCMRT
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 10.3 M | USD 0 | 2 | 6.17% | Mantenido |
|
| 2021 |
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 10.3 M | +USD 1.79 M | 6 | 1.86% | Aumentadas |
|
| 2022 |
SignatureFD
Atlanta,
Georgia
| USD 10.3 M | +USD 532 k | 7 | 1.37% | Aumentadas |
|
| 2023 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 10.3 M | -USD 195 k | 2 | 3.89% | Reducidas |
|
| 2024 |
RMSCM
R.M. Sincerbeaux Capital Management
New York
| USD 10.3 M | -USD 1.04 M | 2 | 9.92% | Reducidas |
|
| 2025 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 10.3 M | USD 0 | 1 | 2.39% | Mantenido |
|