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 |
Riverstone Advisors
New Braunfels,
Texas
| USD 38.1 M | -USD 5 M | 4 | 19.54% | Reducidas |
|
| 2002 |
Principal Street Partners
Memphis,
Tennessee
| USD 38.1 M | +USD 693 k | 8 | 8.73% | Aumentadas |
|
| 2003 |
Verity & Verity
Beaufort,
South Carolina
| USD 38 M | +USD 2.69 M | 5 | 5.27% | Aumentadas |
|
| 2004 |
CCM
Consolidated Capital Management
Burbank,
California
| USD 38 M | -USD 151 k | 3 | 17.21% | Reducidas |
|
| 2005 |
United Services Automobile Association
San Antonio,
Texas
| USD 38 M | -USD 37 M | 3 | 0.71% | Reducidas |
|
| 2006 |
PWP
Pursue Wealth Partners
Clayton,
California
| USD 38 M | +USD 5.38 M | 14 | 15.69% | Aumentadas |
|
| 2007 |
Kelly Lawrence W & Associates
Pasadens,
California
| USD 37.9 M | -USD 513 k | 9 | 8.09% | Reducidas |
|
| 2008 |
Teewinot Capital Advisers
New York
| USD 37.9 M | USD 0 | 3 | 11.13% | Mantenido |
|
| 2009 |
Bensler
Bellevue,
Washington
| USD 37.9 M | +USD 12.1 M | 4 | 7.97% | Aumentadas |
|
| 2010 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 37.9 M | +USD 516 k | 6 | 6.1% | Aumentadas |
|
| 2011 |
NorthRock Partners
Minneapolis,
Minnesota
| USD 37.8 M | -USD 1.18 M | 6 | 3.4% | Reducidas |
|
| 2012 |
Armor Advisors
New York
| USD 37.8 M | -USD 18.9 M | 1 | 4.37% | Reducidas |
|
| 2013 |
Westwood Wealth Management
Los Angeles,
California
| USD 37.8 M | -USD 38.5 M | 5 | 14.68% | Reducidas |
|
| 2014 |
Knuff & Co
Foster City,
California
| USD 37.7 M | -USD 2.09 M | 7 | 13.66% | Reducidas |
|
| 2015 |
Hodges Capital Management
Dallas,
Texas
| USD 37.6 M | +USD 4.94 M | 6 | 2.99% | Aumentadas |
|
| 2016 |
Port Capital
Chicago,
Illinois
| USD 37.6 M | +USD 7.91 M | 5 | 2.6% | Aumentadas |
|
| 2017 |
Titleist Capital
San Antonio,
Texas
| USD 37.5 M | +USD 5.83 M | 7 | 7.45% | Aumentadas |
|
| 2018 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 37.4 M | +USD 3.36 M | 5 | 4.33% | Aumentadas |
|
| 2019 |
Towle & Co
Denver,
Colorado
| USD 37.4 M | -USD 2.66 M | 1 | 4.79% | Reducidas |
|
| 2020 |
West Coast Financial
Santa Barbara,
California
| USD 37.4 M | +USD 156 k | 5 | 5.75% | Aumentadas |
|
| 2021 |
Redwood Investments
Boston,
Massachusetts
| USD 37.4 M | +USD 4.28 M | 5 | 3.54% | Aumentadas |
|
| 2022 |
Capital City Trust
Tallahassee,
Florida
| USD 37.1 M | -USD 721 | 6 | 10.71% | Reducidas |
|
| 2023 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 36.9 M | +USD 504 k | 6 | 8.44% | Aumentadas |
|
| 2024 |
Perennial Investment Advisors
Los Angeles,
California
| USD 36.9 M | -USD 1.84 M | 8 | 11.67% | Reducidas |
|
| 2025 |
VST
Van Strum & Towne
San Francisco,
California
| USD 36.9 M | -USD 302 k | 5 | 13.81% | Reducidas |
|