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 |
Stewart Asset Management
New York
| USD 26 M | -USD 4.34 M | 5 | 20.07% | Reducidas |
|
| 2002 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 25.9 M | -USD 9.32 M | 6 | 0.69% | Reducidas |
|
| 2003 |
Radnor Capital Management
Wayne,
Pennsylvania
| USD 25.9 M | -USD 188 k | 7 | 8.66% | Reducidas |
|
| 2004 |
Brightworth
Atlanta,
Georgia
| USD 25.8 M | -USD 373 k | 5 | 2.87% | Reducidas |
|
| 2005 |
SP
Solel Partners
Boston,
Massachusetts
| USD 25.8 M | USD 0 | 1 | 8.27% | Mantenido |
|
| 2006 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 25.8 M | -USD 233 k | 1 | 2.3% | Reducidas |
|
| 2007 |
Alphadyne Asset Management
New York
| USD 25.8 M | +USD 25.7 M | 1 | 3.46% | Nuevas |
|
| 2008 |
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 25.7 M | +USD 7.01 M | 2 | 11.4% | Aumentadas |
|
| 2009 |
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 25.7 M | -USD 967 k | 8 | 15.23% | Reducidas |
|
| 2010 |
Princeton Global Asset Management
Princeton,
New Jersey
| USD 25.7 M | -USD 6.58 M | 9 | 10.38% | Reducidas |
|
| 2011 |
Ninety One
Cape Town,
South Africa
| USD 25.7 M | -USD 480 k | 4 | 13.01% | Reducidas |
|
| 2012 |
Soros Fund Management
New York
| USD 25.7 M | -USD 23.8 M | 1 | 0.63% | Reducidas |
|
| 2013 |
Corda Investment Management
Houston,
Texas
| USD 25.7 M | -USD 346 k | 3 | 2.79% | Reducidas |
|
| 2014 |
BFSG LLC
Irvine,
California
| USD 25.6 M | +USD 512 k | 5 | 4.78% | Aumentadas |
|
| 2015 |
Avantax Planning Partners
Dubuque,
Iowa
| USD 25.6 M | -USD 1.02 M | 7 | 1.35% | Reducidas |
|
| 2016 |
Tiger Pacific Capital
New York
| USD 25.6 M | +USD 22.9 M | 1 | 6.48% | Nuevas |
|
| 2017 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 25.6 M | -USD 291 k | 8 | 3.79% | Reducidas |
|
| 2018 |
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 25.5 M | -USD 14.2 M | 5 | 16.84% | Reducidas |
|
| 2019 |
McRae Capital Management
Morristown,
New Jersey
| USD 25.5 M | -USD 1.02 M | 3 | 8.56% | Reducidas |
|
| 2020 |
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 25.5 M | -USD 1.82 M | 1 | 3.88% | Reducidas |
|
| 2021 |
American Assets Investment Management
San Diego,
California
| USD 25.4 M | +USD 2.13 M | 3 | 5.24% | Aumentadas |
|
| 2022 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 25.4 M | +USD 73.4 k | 4 | 5.63% | Aumentadas |
|
| 2023 |
FVCM
F&V Capital Management
Boca Raton,
Florida
| USD 25.3 M | -USD 2.93 M | 4 | 12.29% | Reducidas |
|
| 2024 |
NTV Asset Management
Charleston,
West Virginia
| USD 25.3 M | +USD 970 k | 7 | 6% | Aumentadas |
|
| 2025 |
Avalon Global Asset Management
San Francisco,
California
| USD 25.3 M | +USD 1.89 M | 3 | 6.79% | Aumentadas |
|