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 |
Merriman Wealth Management
Seattle,
Washington
| USD 56.1 M | +USD 899 k | 6 | 2.33% | Aumentadas |
|
| 2002 |
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 56 M | +USD 10.3 M | 6 | 5.51% | Aumentadas |
|
| 2003 |
Huntleigh Advisors
St. Louis,
Missouri
| USD 56 M | +USD 54.5 M | 7 | 12.06% | Nuevas |
|
| 2004 |
Portfolio Design Labs
Encino,
California
| USD 55.9 M | +USD 11.2 M | 7 | 11.47% | Aumentadas |
|
| 2005 |
America First Investment Advisors
Omaha,
Nebraska
| USD 55.9 M | -USD 3.09 M | 4 | 12.21% | Reducidas |
|
| 2006 |
RAM Investment Partners
Bellevue,
Washington
| USD 55.8 M | +USD 7.56 M | 5 | 13.71% | Aumentadas |
|
| 2007 |
Aaron Wealth Advisors
Chicago,
Illinois
| USD 55.7 M | +USD 2.79 M | 12 | 6.47% | Aumentadas |
|
| 2008 |
Clearline Capital
New York
| USD 55.7 M | -USD 51.8 M | 4 | 7.37% | Reducidas |
|
| 2009 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 55.7 M | -USD 3.07 M | 3 | 3.04% | Reducidas |
|
| 2010 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 55.6 M | +USD 2.09 M | 9 | 3.53% | Aumentadas |
|
| 2011 |
Greatmark Investment Partners
Columbus,
Georgia
| USD 55.6 M | -USD 45.4 k | 6 | 7.57% | Reducidas |
|
| 2012 |
Premier Path Wealth Partners
Madison,
New Jersey
| USD 55.5 M | +USD 1.61 M | 9 | 8.46% | Aumentadas |
|
| 2013 |
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 55.5 M | +USD 3.22 M | 16 | 3.43% | Aumentadas |
|
| 2014 |
SF
Symphony Financial
Houston,
Texas
| USD 55.5 M | +USD 1.09 M | 5 | 8.71% | Aumentadas |
|
| 2015 |
Constitution Capital
Shelton,
Connecticut
| USD 55.4 M | -USD 1.21 M | 3 | 31.07% | Reducidas |
|
| 2016 |
Jessup Wealth Management
Dayton,
Ohio
| USD 55.3 M | +USD 7.13 M | 5 | 23.58% | Aumentadas |
|
| 2017 |
One Wealth Capital Management
Scottsdale,
Arizona
| USD 55.3 M | +USD 55.3 M | 5 | 28.05% | Nuevas |
|
| 2018 |
Cache Advisors
San Francisco,
California
| USD 55.2 M | +USD 52.7 M | 10 | 23.03% | Nuevas |
|
| 2019 |
HCM
Harspring Capital Management
New York
| USD 55.1 M | -USD 5.11 M | 2 | 15.67% | Reducidas |
|
| 2020 |
Needham Investment Management
New York
| USD 55.1 M | +USD 2.11 M | 4 | 4.25% | Aumentadas |
|
| 2021 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 55.1 M | -USD 268 k | 6 | 14.15% | Reducidas |
|
| 2022 |
Aspiriant LLC
Los Angeles,
California
| USD 55.1 M | +USD 338 k | 7 | 1.99% | Aumentadas |
|
| 2023 |
Farley Capital
New York
| USD 55 M | USD 0 | 4 | 46.84% | Mantenido |
|
| 2024 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 54.8 M | +USD 3.87 M | 8 | 11.47% | Aumentadas |
|
| 2025 |
Cypress Asset Management
Houston,
Texas
| USD 54.8 M | -USD 1.18 M | 5 | 13.6% | Reducidas |
|