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 |
Sirios Capital Management
Boston,
Massachusetts
| USD 30.3 M | +USD 7.53 M | 2 | 5.47% | Aumentadas |
|
| 2002 |
West Coast Financial
Santa Barbara,
California
| USD 30.3 M | +USD 69 k | 4 | 5.37% | Aumentadas |
|
| 2003 |
Wellington Shields & Co
New York
| USD 30.1 M | -USD 5.81 M | 7 | 7.3% | Reducidas |
|
| 2004 |
Sandbox Financial Partners
Bethesda,
Maryland
| USD 30.1 M | -USD 303 k | 7 | 21.47% | Reducidas |
|
| 2005 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 30 M | +USD 160 k | 8 | 2.84% | Aumentadas |
|
| 2006 |
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 30 M | +USD 32.6 M | 6 | 4.16% | Nuevas |
|
| 2007 |
Bessemer Securities
New York
| USD 30 M | -USD 1.46 M | 3 | 10.47% | Reducidas |
|
| 2008 |
Highside Global Management
Dallas,
Texas
| USD 29.9 M | +USD 23.7 M | 2 | 17.26% | Aumentadas |
|
| 2009 |
Sturgeon Ventures
London,
United Kingdom
| USD 29.9 M | +USD 449 k | 4 | 20.07% | Aumentadas |
|
| 2010 |
Capital City Trust
Tallahassee,
Florida
| USD 29.9 M | +USD 574 k | 6 | 9.72% | Aumentadas |
|
| 2011 |
Sands Capital Ventures
Arlington,
Virginia
| USD 29.8 M | USD 0 | 1 | 8.2% | Mantenido |
|
| 2012 |
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 29.8 M | +USD 2.17 M | 2 | 8.05% | Aumentadas |
|
| 2013 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 29.8 M | +USD 8.64 k | 19 | 7.65% | Aumentadas |
|
| 2014 |
Teewinot Capital Advisers
New York
| USD 29.7 M | USD 0 | 3 | 14.33% | Mantenido |
|
| 2015 |
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 29.7 M | +USD 866 k | 5 | 19.34% | Aumentadas |
|
| 2016 |
OFCM
One Fin Capital Management
San Francisco,
California
| USD 29.6 M | +USD 23.8 M | 2 | 10.29% | Aumentadas |
|
| 2017 |
Oxler Private Wealth
Rye Brook,
New York
| USD 29.6 M | +USD 45.9 k | 7 | 14.25% | Aumentadas |
|
| 2018 |
Fairfield, Bush & Co
Darien,
Connecticut
| USD 29.6 M | -USD 1.07 M | 14 | 17.39% | Reducidas |
|
| 2019 |
CCC
Chelsea Counsel Company
Los Angeles,
California
| USD 29.5 M | -USD 2.05 M | 5 | 15.18% | Reducidas |
|
| 2020 |
Jackson Hill Advisors
Houston,
Texas
| USD 29.5 M | -USD 6.88 M | 2 | 25.74% | Reducidas |
|
| 2021 |
Continuum Advisory
Eagle,
Idaho
| USD 29.3 M | -USD 769 k | 6 | 5.34% | Reducidas |
|
| 2022 |
Sigma Investment Counselors
Northville,
Michigan
| USD 29.3 M | +USD 4.25 M | 6 | 2.39% | Aumentadas |
|
| 2023 |
Iowa State Bank
Urbandale,
Iowa
| USD 29.3 M | +USD 612 k | 5 | 7.77% | Aumentadas |
|
| 2024 |
AXS Investments
Port Chester,
New York
| USD 29.3 M | -USD 5.27 M | 7 | 10.39% | Reducidas |
|
| 2025 |
Hodges Capital Management
Dallas,
Texas
| USD 29.3 M | +USD 1.71 M | 6 | 2.95% | Aumentadas |
|