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 |
Avalon Global Asset Management
San Francisco,
California
| USD 17 M | -USD 925 k | 3 | 8.02% | Reducidas |
|
| 2002 |
OIA
Optimum Investment Advisors
Chicago,
Illinois
| USD 17 M | +USD 584 k | 11 | 5.5% | Aumentadas |
|
| 2003 |
Premier Fund Managers
Guildford,
United Kingdom
| USD 17 M | +USD 9.8 M | 3 | 7.76% | Aumentadas |
|
| 2004 |
Bandera Partners
New York
| USD 17 M | -USD 2.43 M | 2 | 10.06% | Reducidas |
|
| 2005 |
Sturgeon Ventures
London,
United Kingdom
| USD 16.9 M | +USD 10.8 M | 2 | 16.96% | Aumentadas |
|
| 2006 |
QV Investors
Calgary,
Alberta, Canada
| USD 16.9 M | -USD 1.14 M | 2 | 0.54% | Reducidas |
|
| 2007 |
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 16.8 M | -USD 93.1 k | 1 | 8.19% | Reducidas |
|
| 2008 |
Avantax Planning Partners
Dubuque,
Iowa
| USD 16.8 M | +USD 829 k | 6 | 1.09% | Aumentadas |
|
| 2009 |
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 16.8 M | +USD 10.8 M | 5 | 9.02% | Aumentadas |
|
| 2010 |
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 16.8 M | -USD 603 k | 5 | 13.63% | Reducidas |
|
| 2011 |
Camden National Bank
Camden,
Maine
| USD 16.8 M | -USD 854 k | 4 | 3.87% | Reducidas |
|
| 2012 |
UBS O'Connor
Chicago,
Illinois
| USD 16.8 M | -USD 38.9 M | 4 | 0.33% | Reducidas |
|
| 2013 |
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 16.8 M | +USD 1.34 M | 4 | 7.56% | Aumentadas |
|
| 2014 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 16.8 M | -USD 1.03 M | 10 | 8.59% | Reducidas |
|
| 2015 |
Cadence Bank
Tupelo,
Mississippi
| USD 16.8 M | +USD 1.39 M | 5 | 1.62% | Aumentadas |
|
| 2016 |
Whitebox Advisors
Minneapolis,
Minnesota
| USD 16.8 M | +USD 17.1 M | 1 | 0.59% | Nuevas |
|
| 2017 |
Executive Wealth Management
Brighton,
Michigan
| USD 16.7 M | +USD 577 k | 12 | 2.37% | Aumentadas |
|
| 2018 |
New England Asset Management
Farmington,
Connecticut
| USD 16.7 M | -USD 377 k | 5 | 0.33% | Reducidas |
|
| 2019 |
Brightworth
Atlanta,
Georgia
| USD 16.7 M | -USD 4.9 k | 5 | 3.52% | Reducidas |
|
| 2020 |
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 16.6 M | +USD 519 k | 7 | 9.62% | Aumentadas |
|
| 2021 |
South Street Advisors
New York
| USD 16.6 M | -USD 9.36 k | 4 | 4.94% | Reducidas |
|
| 2022 |
Hilltop Holdings
Dallas,
Texas
| USD 16.6 M | -USD 85.3 k | 7 | 3.51% | Reducidas |
|
| 2023 |
Montgomery Investment Management
Rockville,
Maryland
| USD 16.6 M | -USD 378 k | 4 | 7.25% | Reducidas |
|
| 2024 |
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 16.6 M | +USD 486 k | 12 | 4.56% | Aumentadas |
|
| 2025 |
Precept Management
Dallas,
Texas
| USD 16.6 M | USD 0 | 2 | 5.19% | Mantenido |
|