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 |
Telos Capital Management
San Diego,
California
| USD 15.9 M | +USD 1.15 M | 7 | 5.09% | Aumentadas |
|
| 2002 |
Perella Weinberg Partners Capital Management
New York
| USD 15.9 M | +USD 5.71 M | 2 | 0.73% | Aumentadas |
|
| 2003 |
Cortina Asset Management
Milwaukee,
Wisconsin
| USD 15.8 M | -USD 7.54 M | 4 | 0.74% | Reducidas |
|
| 2004 |
SimplyRich
Carlsbad,
California
| USD 15.8 M | +USD 152 k | 6 | 8.64% | Aumentadas |
|
| 2005 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 15.8 M | +USD 4.19 M | 5 | 4.3% | Aumentadas |
|
| 2006 |
Grace Capital
Quincy,
Massachusetts
| USD 15.8 M | +USD 950 k | 5 | 6.19% | Aumentadas |
|
| 2007 |
Corient Capital Partners
Newport Beach,
California
| USD 15.8 M | USD 0 | 6 | 2.62% | Mantenido |
|
| 2008 |
Penbrook Management
New York
| USD 15.8 M | -USD 8.67 k | 6 | 15.09% | Reducidas |
|
| 2009 |
One Capital Management
Westlake Village,
California
| USD 15.7 M | +USD 1.72 M | 7 | 2.85% | Aumentadas |
|
| 2010 |
Wellington Shields & Co
New York
| USD 15.7 M | -USD 375 k | 6 | 8.51% | Reducidas |
|
| 2011 |
Old Dominion Capital Management
Charlottesville,
Virginia
| USD 15.7 M | +USD 13.9 M | 7 | 4.77% | Aumentadas |
|
| 2012 |
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 15.6 M | +USD 663 k | 4 | 4.39% | Aumentadas |
|
| 2013 |
CFO4Life Group
Coppell,
Texas
| USD 15.6 M | +USD 417 k | 6 | 6.92% | Aumentadas |
|
| 2014 |
KCM
Karp Capital Management
Sausalito,
California
| USD 15.6 M | +USD 1.53 M | 6 | 5.37% | Aumentadas |
|
| 2015 |
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 15.5 M | -USD 3.22 M | 2 | 4.17% | Reducidas |
|
| 2016 |
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 15.5 M | -USD 2.24 M | 3 | 7.49% | Reducidas |
|
| 2017 |
Clearstead Trust
Portland,
Maine
| USD 15.5 M | -USD 236 k | 6 | 11.89% | Reducidas |
|
| 2018 |
Rikoon Group
Santa Fe,
New Mexico
| USD 15.5 M | -USD 863 k | 7 | 5.48% | Reducidas |
|
| 2019 |
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 15.4 M | -USD 23.3 k | 14 | 2.17% | Reducidas |
|
| 2020 |
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 15.4 M | +USD 723 k | 11 | 5.34% | Aumentadas |
|
| 2021 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 15.4 M | -USD 261 k | 6 | 1.54% | Reducidas |
|
| 2022 |
NG
Northstar Group
New York
| USD 15.4 M | +USD 440 k | 7 | 7.02% | Aumentadas |
|
| 2023 |
HIS
Horizon Investment Services
Hammond,
Indiana
| USD 15.3 M | +USD 4.42 M | 5 | 8.02% | Aumentadas |
|
| 2024 |
Hendley & Co
Zanesville,
Ohio
| USD 15.3 M | +USD 3.05 M | 3 | 7.54% | Aumentadas |
|
| 2025 |
13D Management
New York
| USD 15.3 M | +USD 967 k | 1 | 4.23% | Aumentadas |
|