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 |
HCR Wealth Advisors
Los Angeles,
California
| USD 28.4 M | -USD 651 k | 5 | 6.03% | Reducidas |
|
| 2002 |
Spectrum Management Group
Indianapolis,
Indiana
| USD 28.4 M | +USD 5.95 M | 6 | 6.16% | Aumentadas |
|
| 2003 |
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 28.3 M | +USD 21.7 M | 9 | 4.95% | Aumentadas |
|
| 2004 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 28.3 M | -USD 373 k | 20 | 7.14% | Reducidas |
|
| 2005 |
Selective Wealth Management
Forest,
Virginia
| USD 28.2 M | -USD 1.67 M | 13 | 12.1% | Reducidas |
|
| 2006 |
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 28.2 M | +USD 145 k | 7 | 7.31% | Aumentadas |
|
| 2007 |
Hohimer Wealth Management
Seattle,
Washington
| USD 28.2 M | +USD 1.43 M | 5 | 9.04% | Aumentadas |
|
| 2008 |
Carlson Capital
Dallas,
Texas
| USD 28.1 M | +USD 9.6 M | 2 | 2.12% | Aumentadas |
|
| 2009 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 28.1 M | +USD 61.8 k | 6 | 9.98% | Aumentadas |
|
| 2010 |
Wellington Shields & Co
New York
| USD 28 M | +USD 556 k | 7 | 12.21% | Aumentadas |
|
| 2011 |
NorthRock Partners
Minneapolis,
Minnesota
| USD 28 M | -USD 1.07 M | 6 | 3.25% | Reducidas |
|
| 2012 |
Financial Avengers
Oakland,
California
| USD 27.9 M | -USD 61 k | 7 | 22.83% | Reducidas |
|
| 2013 |
Towle & Co
Denver,
Colorado
| USD 27.9 M | +USD 574 k | 1 | 4.56% | Aumentadas |
|
| 2014 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 27.8 M | +USD 22.4 M | 3 | 12.41% | Aumentadas |
|
| 2015 |
Patient Capital Management
Baltimore,
Maryland
| USD 27.8 M | -USD 4.45 M | 4 | 13.89% | Reducidas |
|
| 2016 |
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 27.8 M | +USD 85.7 k | 6 | 6.59% | Aumentadas |
|
| 2017 |
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 27.8 M | +USD 728 k | 5 | 18.55% | Aumentadas |
|
| 2018 |
Tenere Capital
New York
| USD 27.7 M | +USD 1.47 M | 2 | 13.46% | Aumentadas |
|
| 2019 |
Bank of New Hampshire
Laconia,
New Hampshire
| USD 27.7 M | -USD 561 k | 14 | 8.66% | Reducidas |
|
| 2020 |
CI
Carroll Investors
Mt Pleasant,
South Carolina
| USD 27.7 M | +USD 1.87 M | 5 | 22.28% | Aumentadas |
|
| 2021 |
VST
Van Strum & Towne
San Francisco,
California
| USD 27.6 M | -USD 183 k | 5 | 12.76% | Reducidas |
|
| 2022 |
Centric Wealth Management
Chicago,
Illinois
| USD 27.6 M | +USD 3.2 M | 7 | 10.98% | Aumentadas |
|
| 2023 |
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 27.6 M | +USD 32.9 M | 1 | 1.32% | Nuevas |
|
| 2024 |
Lakeside Advisors
Seattle,
Washington
| USD 27.5 M | -USD 47.6 k | 2 | 24.62% | Reducidas |
|
| 2025 |
West Coast Financial
Santa Barbara,
California
| USD 27.5 M | +USD 601 k | 5 | 5.06% | Aumentadas |
|