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 |
Valmark Advisers
Akron,
Ohio
| USD 49.7 M | +USD 826 k | 8 | 0.78% | Aumentadas |
|
| 2002 |
Meridian Wealth Advisors
Austin,
Texas
| USD 49.7 M | -USD 334 k | 6 | 8.3% | Reducidas |
|
| 2003 |
Madrona Venture Group
Seattle,
Washington
| USD 49.6 M | -USD 12.3 M | 1 | 66.45% | Reducidas |
|
| 2004 |
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 49.4 M | +USD 2.91 M | 7 | 10.31% | Aumentadas |
|
| 2005 |
L2 Asset Management
Wayland,
Massachusetts
| USD 49.3 M | +USD 1.74 M | 8 | 13.41% | Aumentadas |
|
| 2006 |
Personal CFO Solutions
Chester,
New Jersey
| USD 49.3 M | +USD 208 k | 10 | 6.89% | Aumentadas |
|
| 2007 |
Jamison Private Wealth Management
Milton,
Georgia
| USD 49.1 M | +USD 1.24 M | 12 | 7.47% | Aumentadas |
|
| 2008 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 49.1 M | +USD 3.7 M | 6 | 9.43% | Aumentadas |
|
| 2009 |
Sage Mountain Advisors
Atlanta,
Georgia
| USD 49.1 M | +USD 2.48 M | 6 | 4.18% | Aumentadas |
|
| 2010 |
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 49 M | +USD 5.4 M | 5 | 4.83% | Aumentadas |
|
| 2011 |
Koshinski Asset Management
Decatur,
Illinois
| USD 48.9 M | -USD 694 k | 9 | 4.23% | Reducidas |
|
| 2012 |
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 48.9 M | +USD 497 k | 6 | 7.57% | Aumentadas |
|
| 2013 |
Intellectus Partners
San Francisco,
California
| USD 48.9 M | +USD 709 k | 9 | 12.49% | Aumentadas |
|
| 2014 |
BNC Wealth Management
Beaverton,
Oregon
| USD 48.7 M | +USD 3.17 M | 5 | 17.95% | Aumentadas |
|
| 2015 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 48.7 M | +USD 1.08 M | 8 | 11.91% | Aumentadas |
|
| 2016 |
Timber Creek Capital Management
Boston,
Massachusetts
| USD 48.6 M | +USD 749 k | 5 | 13.62% | Aumentadas |
|
| 2017 |
Segment Wealth Management
Houston,
Texas
| USD 48.6 M | +USD 37.7 k | 7 | 3.34% | Aumentadas |
|
| 2018 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 48.6 M | +USD 409 k | 6 | 10.23% | Aumentadas |
|
| 2019 |
Kelly Lawrence W & Associates
Pasadens,
California
| USD 48.6 M | +USD 166 k | 8 | 10.95% | Aumentadas |
|
| 2020 |
Executive Wealth Management
Brighton,
Michigan
| USD 48.5 M | +USD 34.8 M | 6 | 3.81% | Aumentadas |
|
| 2021 |
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 48.4 M | -USD 3.75 M | 5 | 11.57% | Reducidas |
|
| 2022 |
SF
Symphony Financial
Houston,
Texas
| USD 48.1 M | +USD 3.58 M | 5 | 7.96% | Aumentadas |
|
| 2023 |
West Coast Financial
Santa Barbara,
California
| USD 48.1 M | +USD 168 k | 6 | 5.29% | Aumentadas |
|
| 2024 |
Decatur Capital Management
Decatur,
Georgia
| USD 48.1 M | +USD 3.11 M | 3 | 22.14% | Aumentadas |
|
| 2025 |
StoneX Group
New York
| USD 48.1 M | +USD 945 k | 7 | 3.5% | Aumentadas |
|