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 |
Sargent Investment Group
Bethesda,
Maryland
| USD 14.7 M | +USD 15.9 M | 6 | 9.01% | Nuevas |
|
| 2002 |
Emerson Point Capital
Larchmont,
New York
| USD 14.7 M | +USD 15.5 M | 3 | 5.9% | Nuevas |
|
| 2003 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 14.6 M | -USD 3.75 M | 7 | 3.36% | Reducidas |
|
| 2004 |
WealthPLAN Partners
Omaha,
Nebraska
| USD 14.5 M | +USD 935 k | 6 | 2.34% | Aumentadas |
|
| 2005 |
CL
CIM LLC
Albany,
New York
| USD 14.5 M | -USD 6.74 k | 4 | 6.34% | Reducidas |
|
| 2006 |
Wells Trecaso Financial Group
Akron,
Ohio
| USD 14.5 M | +USD 291 k | 5 | 13.85% | Aumentadas |
|
| 2007 |
Arete Wealth Advisors
Chicago,
Illinois
| USD 14.5 M | +USD 1.99 M | 8 | 3.52% | Aumentadas |
|
| 2008 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 14.4 M | -USD 441 k | 7 | 4.32% | Reducidas |
|
| 2009 |
10-15 Associates
Goshen,
New York
| USD 14.4 M | +USD 11.4 M | 3 | 3.53% | Aumentadas |
|
| 2010 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 14.4 M | -USD 311 k | 10 | 6.41% | Reducidas |
|
| 2011 |
Court Place Advisors
Ellicott City,
Maryland
| USD 14.4 M | +USD 23.3 k | 5 | 6.57% | Aumentadas |
|
| 2012 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 14.4 M | -USD 64 k | 2 | 1.38% | Reducidas |
|
| 2013 |
Affinity Investment Advisors
Newport Beach,
California
| USD 14.4 M | -USD 3.77 M | 2 | 2.52% | Reducidas |
|
| 2014 |
HIM
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 14.3 M | +USD 15.3 M | 4 | 11.66% | Nuevas |
|
| 2015 |
America First Investment Advisors
Omaha,
Nebraska
| USD 14.3 M | -USD 140 k | 5 | 4.79% | Reducidas |
|
| 2016 |
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 14.3 M | +USD 15.3 M | 5 | 13.65% | Nuevas |
|
| 2017 |
Spearhead Capital Advisors
Wellington,
Florida
| USD 14.3 M | -USD 293 k | 3 | 6.12% | Reducidas |
|
| 2018 |
Rice Partnership
Honolulu,
Hawaii
| USD 14.2 M | -USD 490 k | 4 | 12.82% | Reducidas |
|
| 2019 |
Montgomery Investment Management
Rockville,
Maryland
| USD 14.2 M | -USD 541 k | 4 | 7.19% | Reducidas |
|
| 2020 |
QCI
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 14.2 M | +USD 7.82 M | 3 | 5.92% | Aumentadas |
|
| 2021 |
SFMG Wealth Advisors
Plano,
Texas
| USD 14.2 M | +USD 1.99 M | 7 | 2.29% | Aumentadas |
|
| 2022 |
SCM
Springhouse Capital Management
Westport,
Connecticut
| USD 14.1 M | +USD 15.7 M | 2 | 6.84% | Nuevas |
|
| 2023 |
Greenline Partners
New York
| USD 14.1 M | USD 0 | 4 | 4.43% | Mantenido |
|
| 2024 |
Telos Capital Management
San Diego,
California
| USD 14.1 M | +USD 818 k | 7 | 5.23% | Aumentadas |
|
| 2025 |
Brightworth
Atlanta,
Georgia
| USD 14.1 M | -USD 1.4 M | 4 | 3.25% | Reducidas |
|