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 |
Avidian Wealth Enterprises
Houston,
Texas
| USD 24.3 M | -USD 143 k | 6 | 3.28% | Reducidas |
|
| 2002 |
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 24.3 M | -USD 3.12 M | 5 | 4.69% | Reducidas |
|
| 2003 |
Robertson Stephens Wealth Management
San Francisco,
California
| USD 24.2 M | +USD 5.19 M | 7 | 6.97% | Aumentadas |
|
| 2004 |
Ninety One
Cape Town,
South Africa
| USD 24.1 M | -USD 17.6 M | 5 | 11.55% | Reducidas |
|
| 2005 |
Wells Trecaso Financial Group
Akron,
Ohio
| USD 24.1 M | +USD 991 k | 6 | 16.63% | Aumentadas |
|
| 2006 |
Cozad Asset Management
Champaign,
Illinois
| USD 24.1 M | -USD 768 k | 7 | 4.9% | Reducidas |
|
| 2007 |
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 24.1 M | +USD 1.17 M | 7 | 2.28% | Aumentadas |
|
| 2008 |
Nepsis Inc
Minneapolis,
Minnesota
| USD 24 M | +USD 4.99 M | 4 | 11.62% | Aumentadas |
|
| 2009 |
Brightworth
Atlanta,
Georgia
| USD 24 M | +USD 85 k | 5 | 3.33% | Aumentadas |
|
| 2010 |
HRC
Hoertkorn Richard Charles
| USD 24 M | -USD 687 k | 8 | 16.34% | Reducidas |
|
| 2011 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 24 M | +USD 581 k | 4 | 5.67% | Aumentadas |
|
| 2012 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 23.9 M | -USD 610 k | 4 | 2.64% | Reducidas |
|
| 2013 |
Archford Capital Strategies
Swansea,
Illinois
| USD 23.9 M | +USD 602 k | 7 | 7.11% | Aumentadas |
|
| 2014 |
Cadence Bank
Tupelo,
Mississippi
| USD 23.9 M | -USD 80.4 k | 5 | 4.93% | Reducidas |
|
| 2015 |
Odey Asset Management Group
London,
United Kingdom
| USD 23.8 M | -USD 1.43 M | 6 | 4.09% | Reducidas |
|
| 2016 |
Global Financial Private Capital
Sarasota,
Florida
| USD 23.7 M | +USD 2.28 M | 7 | 1.49% | Aumentadas |
|
| 2017 |
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 23.7 M | +USD 2.39 M | 4 | 14.31% | Aumentadas |
|
| 2018 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 23.7 M | +USD 398 k | 7 | 3.83% | Aumentadas |
|
| 2019 |
Sirios Capital Management
Boston,
Massachusetts
| USD 23.7 M | -USD 11.4 M | 1 | 1.93% | Reducidas |
|
| 2020 |
NG
Northstar Group
New York
| USD 23.7 M | -USD 143 k | 7 | 9.55% | Reducidas |
|
| 2021 |
Willis Investment Counsel
Gainesville,
Georgia
| USD 23.7 M | -USD 23.9 M | 2 | 1.84% | Reducidas |
|
| 2022 |
Knuff & Co
Foster City,
California
| USD 23.7 M | +USD 3.86 M | 8 | 12.96% | Aumentadas |
|
| 2023 |
Venturi Wealth Management
Austin,
Texas
| USD 23.6 M | -USD 148 k | 7 | 3.17% | Reducidas |
|
| 2024 |
Connable Office Inc
Kalamazoo,
Michigan
| USD 23.6 M | -USD 4.76 M | 5 | 4.65% | Reducidas |
|
| 2025 |
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 23.6 M | -USD 101 k | 8 | 4.71% | Reducidas |
|