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 |
Berger Financial Group
Plymouth,
Minnesota
| USD 36 M | +USD 417 k | 7 | 6.49% | Aumentadas |
|
| 2002 |
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 36 M | +USD 1.63 M | 9 | 16.57% | Aumentadas |
|
| 2003 |
VST
Van Strum & Towne
San Francisco,
California
| USD 36 M | -USD 203 k | 5 | 14.17% | Reducidas |
|
| 2004 |
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 35.9 M | -USD 1.34 M | 7 | 5.87% | Reducidas |
|
| 2005 |
Essex Investment Management
Boston,
Massachusetts
| USD 35.9 M | +USD 233 k | 7 | 4.4% | Aumentadas |
|
| 2006 |
DP
DSAM Partners
London,
United Kingdom
| USD 35.9 M | -USD 61.6 M | 2 | 20.32% | Reducidas |
|
| 2007 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 35.8 M | +USD 508 k | 9 | 3.39% | Aumentadas |
|
| 2008 |
QV Investors
Calgary,
Alberta, Canada
| USD 35.7 M | -USD 4.64 M | 3 | 2.7% | Reducidas |
|
| 2009 |
KCM
Kingdon Capital Management
New York
| USD 35.7 M | -USD 38.2 M | 3 | 4.34% | Reducidas |
|
| 2010 |
Capital City Trust
Tallahassee,
Florida
| USD 35.7 M | -USD 1.03 M | 6 | 11.06% | Reducidas |
|
| 2011 |
DCM Advisors
New York
| USD 35.6 M | +USD 14.2 M | 8 | 13.71% | Aumentadas |
|
| 2012 |
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 35.6 M | -USD 1.24 M | 6 | 12.08% | Reducidas |
|
| 2013 |
Jupiter Wealth Management
Glendale,
Colorado
| USD 35.6 M | +USD 612 k | 6 | 16.76% | Aumentadas |
|
| 2014 |
Soundmark Wealth Management
Kirkland,
Washington
| USD 35.5 M | -USD 1.05 M | 3 | 12.8% | Reducidas |
|
| 2015 |
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 35.5 M | +USD 4.15 M | 3 | 1.13% | Aumentadas |
|
| 2016 |
Lakehouse Capital
Sydney NSW,
Australia
| USD 35.5 M | +USD 2.21 M | 2 | 20.05% | Aumentadas |
|
| 2017 |
Avory & Company
Miami,
Florida
| USD 35.5 M | -USD 4.73 M | 2 | 21.92% | Reducidas |
|
| 2018 |
West Coast Financial
Santa Barbara,
California
| USD 35.4 M | +USD 124 k | 4 | 5.69% | Aumentadas |
|
| 2019 |
LCM
Lionstone Capital Management
New York
| USD 35.3 M | USD 0 | 1 | 9.24% | Mantenido |
|
| 2020 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 35.3 M | -USD 1.12 M | 10 | 2.31% | Reducidas |
|
| 2021 |
Caxton Associates (New York)
New York
| USD 35.3 M | -USD 88.5 M | 4 | 3.9% | Reducidas |
|
| 2022 |
Tandem Investment Advisors
Charleston,
South Carolina
| USD 35.2 M | +USD 834 k | 3 | 2.89% | Aumentadas |
|
| 2023 |
TOBAM
Paris,
France
| USD 35.2 M | -USD 9.7 M | 8 | 1.49% | Reducidas |
|
| 2024 |
Baker Ellis Asset Management
Vancouver,
Washington
| USD 35.1 M | -USD 44.9 k | 6 | 6.77% | Reducidas |
|
| 2025 |
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 35.1 M | -USD 615 k | 6 | 7.61% | Reducidas |
|