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 |
Stanley Capital Management
Houston,
Texas
| USD 13 M | USD 0 | 3 | 6.63% | Mantenido |
|
| 2002 |
Cambria Investment Management
Manhattan Beach,
California
| USD 12.9 M | +USD 880 k | 3 | 1.8% | Aumentadas |
|
| 2003 |
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 12.9 M | +USD 45.8 k | 5 | 9.81% | Aumentadas |
|
| 2004 |
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 12.9 M | +USD 26.8 k | 5 | 10.47% | Aumentadas |
|
| 2005 |
CWM
Catamount Wealth Management
Westport,
Connecticut
| USD 12.9 M | -USD 5.65 M | 6 | 7.19% | Reducidas |
|
| 2006 |
Bridges Investment Counsel
Omaha,
Nebraska
| USD 12.9 M | -USD 1.52 M | 5 | 7.1% | Reducidas |
|
| 2007 |
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 12.9 M | +USD 12.3 M | 10 | 11.07% | Nuevas |
|
| 2008 |
Oakcliff Capital Partners
New York
| USD 12.9 M | +USD 902 k | 1 | 11.29% | Aumentadas |
|
| 2009 |
SCM
Stormborn Capital Management
Greenwich,
Connecticut
| USD 12.9 M | +USD 12.1 M | 1 | 9.2% | Nuevas |
|
| 2010 |
Precept Management
Dallas,
Texas
| USD 12.8 M | -USD 5.25 M | 3 | 7.65% | Reducidas |
|
| 2011 |
GCM
Gabalex Capital Management
New York
| USD 12.8 M | USD 0 | 1 | 3.69% | Mantenido |
|
| 2012 |
AWH Capital
Dallas,
Texas
| USD 12.8 M | +USD 12.5 M | 1 | 11.32% | Nuevas |
|
| 2013 |
Sicart Associates
New York
| USD 12.8 M | +USD 2.28 M | 4 | 6.76% | Aumentadas |
|
| 2014 |
Garde Capital
Seattle,
Washington
| USD 12.8 M | -USD 1.12 M | 7 | 2.41% | Reducidas |
|
| 2015 |
BE
Bonness Enterprises
Washington,
District of Columbia
| USD 12.8 M | USD 0 | 5 | 8.68% | Mantenido |
|
| 2016 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 12.8 M | +USD 68.6 k | 5 | 4.75% | Aumentadas |
|
| 2017 |
Steamboat Capital Partners
Rye,
New York
| USD 12.8 M | +USD 1.73 M | 2 | 5.32% | Aumentadas |
|
| 2018 |
CC
Cognios Capital
Leawood,
Kansas
| USD 12.7 M | -USD 364 k | 7 | 4.8% | Reducidas |
|
| 2019 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 12.7 M | +USD 237 k | 7 | 2.39% | Aumentadas |
|
| 2020 |
III
Independent Investors Inc
Nesconset,
New York
| USD 12.7 M | -USD 223 k | 5 | 4.93% | Reducidas |
|
| 2021 |
Nuveen Fund Advisors
Chicago,
Illinois
| USD 12.7 M | -USD 4.84 M | 8 | 3.67% | Reducidas |
|
| 2022 |
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 12.7 M | +USD 778 k | 7 | 1.9% | Aumentadas |
|
| 2023 |
Wexford Capital
West Palm Beach,
Florida
| USD 12.7 M | +USD 2.37 M | 3 | 1.08% | Aumentadas |
|
| 2024 |
NME
Notis-McConarty Edward
| USD 12.6 M | +USD 588 k | 5 | 7.24% | Aumentadas |
|
| 2025 |
KCP
KDI Capital Partners
Raleigh,
North Carolina
| USD 12.6 M | -USD 3.72 M | 2 | 5% | Reducidas |
|