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 |
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 51.1 M | +USD 144 k | 6 | 9.24% | Aumentadas |
|
| 2002 |
West Coast Financial
Santa Barbara,
California
| USD 51.1 M | +USD 32 k | 6 | 6.05% | Aumentadas |
|
| 2003 |
Personal CFO Solutions
Chester,
New Jersey
| USD 51 M | -USD 253 k | 9 | 7.84% | Reducidas |
|
| 2004 |
Segment Wealth Management
Houston,
Texas
| USD 51 M | +USD 463 k | 7 | 3.76% | Aumentadas |
|
| 2005 |
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 50.9 M | +USD 5.92 M | 17 | 18.98% | Aumentadas |
|
| 2006 |
Premier Fund Managers
Guildford,
United Kingdom
| USD 50.9 M | -USD 3.62 M | 4 | 2.04% | Reducidas |
|
| 2007 |
Bison Wealth
Atlanta,
Georgia
| USD 50.8 M | USD 0 | 7 | 8.25% | Mantenido |
|
| 2008 |
Foundry Partners
Minneapolis,
Minnesota
| USD 50.7 M | +USD 13.3 M | 6 | 2.72% | Aumentadas |
|
| 2009 |
Valmark Advisers
Akron,
Ohio
| USD 50.7 M | +USD 1.97 M | 9 | 0.86% | Aumentadas |
|
| 2010 |
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 50.7 M | -USD 3.53 M | 6 | 9.79% | Reducidas |
|
| 2011 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 50.7 M | +USD 14.7 M | 11 | 14.81% | Aumentadas |
|
| 2012 |
Ascent Wealth Partners
New Hartford,
New York
| USD 50.7 M | +USD 3.15 M | 6 | 7.42% | Aumentadas |
|
| 2013 |
Wellington Shields & Co
New York
| USD 50.6 M | +USD 1.24 M | 7 | 16.47% | Aumentadas |
|
| 2014 |
Roberts Wealth Advisors
Palo Alto,
California
| USD 50.6 M | +USD 563 k | 7 | 17.26% | Aumentadas |
|
| 2015 |
Capital City Trust
Tallahassee,
Florida
| USD 50.5 M | -USD 160 k | 6 | 13.71% | Reducidas |
|
| 2016 |
Timber Creek Capital Management
Boston,
Massachusetts
| USD 50.2 M | +USD 311 k | 6 | 15.17% | Aumentadas |
|
| 2017 |
First Trust Capital Management
Chicago,
Illinois
| USD 50.2 M | +USD 40.6 M | 2 | 4.58% | Aumentadas |
|
| 2018 |
Advisornet Financial
Minnetonka,
Minnesota
| USD 50.2 M | +USD 5.05 M | 23 | 4.56% | Aumentadas |
|
| 2019 |
SSI
Scott & Selber Inc
Houston,
Texas
| USD 50.2 M | +USD 707 k | 4 | 16% | Aumentadas |
|
| 2020 |
BFSG LLC
Irvine,
California
| USD 50.1 M | -USD 194 k | 9 | 6.35% | Reducidas |
|
| 2021 |
Georgetown University
Washington,
District of Columbia
| USD 50.1 M | +USD 33.4 k | 4 | 16.56% | Aumentadas |
|
| 2022 |
Coppell Advisory Solutions
Coppell,
Texas
| USD 50 M | +USD 46.6 M | 19 | 8.25% | Nuevas |
|
| 2023 |
Jamison Private Wealth Management
Milton,
Georgia
| USD 50 M | -USD 705 k | 12 | 8.31% | Reducidas |
|
| 2024 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 50 M | +USD 437 k | 6 | 11.12% | Aumentadas |
|
| 2025 |
IIA
IPG Investment Advisors
San Diego,
California
| USD 49.9 M | +USD 86.6 k | 7 | 10.91% | Aumentadas |
|