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 |
Hudson Way Capital Management
Dallas,
Texas
| USD 20.6 M | -USD 1.41 M | 2 | 8.09% | Reducidas |
|
| 2002 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 20.5 M | +USD 787 k | 11 | 9.44% | Aumentadas |
|
| 2003 |
Ninety One
Cape Town,
South Africa
| USD 20.5 M | USD 0 | 6 | 11.57% | Mantenido |
|
| 2004 |
SFSIG
San Francisco Sentry Investment Group
San Francisco,
California
| USD 20.5 M | -USD 418 k | 11 | 9.22% | Reducidas |
|
| 2005 |
PLFAM
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 20.5 M | -USD 528 k | 5 | 7.77% | Reducidas |
|
| 2006 |
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 20.5 M | +USD 67.3 k | 3 | 17.78% | Aumentadas |
|
| 2007 |
Hendley & Co
Zanesville,
Ohio
| USD 20.4 M | +USD 110 k | 3 | 9% | Aumentadas |
|
| 2008 |
HughesLittle Investment Management
Vancouver,
| USD 20.4 M | +USD 387 k | 1 | 6.96% | Aumentadas |
|
| 2009 |
Investure LLC
Charlottesville,
Virginia
| USD 20.4 M | -USD 1.25 M | 1 | 3.21% | Reducidas |
|
| 2010 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 20.4 M | -USD 44.2 k | 5 | 4.75% | Reducidas |
|
| 2011 |
McIlrath & Eck
Arlington,
Washington
| USD 20.4 M | +USD 4.32 M | 13 | 9.79% | Aumentadas |
|
| 2012 |
Riverstone Advisors
New Braunfels,
Texas
| USD 20.4 M | +USD 50.5 k | 2 | 15.21% | Aumentadas |
|
| 2013 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 20.4 M | +USD 301 k | 7 | 6.58% | Aumentadas |
|
| 2014 |
Parkside Investments
Deerfield,
Illinois
| USD 20.3 M | +USD 1.74 M | 4 | 4.94% | Aumentadas |
|
| 2015 |
West Branch Capital
Amherst,
Massachusetts
| USD 20.3 M | -USD 877 k | 5 | 14.17% | Reducidas |
|
| 2016 |
Richard C. Young & Co
Newport,
Rhode Island
| USD 20.3 M | +USD 602 k | 2 | 3.39% | Aumentadas |
|
| 2017 |
Rice Partnership
Honolulu,
Hawaii
| USD 20.3 M | -USD 371 k | 4 | 11.07% | Reducidas |
|
| 2018 |
Mathes Company
New York
| USD 20.3 M | -USD 182 k | 5 | 9.48% | Reducidas |
|
| 2019 |
CLCM
Crawford Lake Capital Management
Lakewood,
New Jersey
| USD 20.2 M | -USD 2.86 M | 1 | 3.07% | Reducidas |
|
| 2020 |
Beck Capital Management
Austin,
Texas
| USD 20.2 M | +USD 446 k | 4 | 9.89% | Aumentadas |
|
| 2021 |
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 20.2 M | +USD 19.4 M | 3 | 18.37% | Nuevas |
|
| 2022 |
Abacus Planning Group
Columbia,
South Carolina
| USD 20.1 M | -USD 41.2 k | 7 | 9.24% | Reducidas |
|
| 2023 |
Cozad Asset Management
Champaign,
Illinois
| USD 20.1 M | +USD 93.5 k | 6 | 5.36% | Aumentadas |
|
| 2024 |
RCM
Ratan Capital Management
Miami Beach,
Florida
| USD 20.1 M | -USD 9.5 M | 4 | 12.17% | Reducidas |
|
| 2025 |
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 20.1 M | -USD 84.5 k | 4 | 15.3% | Reducidas |
|