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 |
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 58.9 M | +USD 9.9 M | 9 | 9.12% | Aumentadas |
|
| 2002 |
Royal Fund Management
Lady Lake,
Florida
| USD 58.8 M | +USD 5.04 M | 9 | 5.58% | Aumentadas |
|
| 2003 |
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 58.8 M | -USD 3.03 M | 6 | 5.29% | Reducidas |
|
| 2004 |
Torray Investment Partners
Bethesda,
Maryland
| USD 58.8 M | +USD 17.9 M | 4 | 8.62% | Aumentadas |
|
| 2005 |
Meridian Wealth Advisors
Austin,
Texas
| USD 58.8 M | +USD 3.84 M | 7 | 7.77% | Aumentadas |
|
| 2006 |
Montaka Global
Sydney,
| USD 58.7 M | -USD 6.5 M | 4 | 35.09% | Reducidas |
|
| 2007 |
Two Creeks Capital Management
New York
| USD 58.7 M | -USD 11.2 M | 1 | 6.03% | Reducidas |
|
| 2008 |
BTG Pactual Asset Management US
New York
| USD 58.7 M | +USD 5.09 M | 5 | 5.08% | Aumentadas |
|
| 2009 |
New Hampshire Trust
Concord,
New Hampshire
| USD 58.7 M | -USD 157 k | 5 | 11.84% | Reducidas |
|
| 2010 |
Blume Capital Management
Berkeley,
California
| USD 58.6 M | +USD 18.9 M | 7 | 9.97% | Aumentadas |
|
| 2011 |
Advisory Alpha
Holland,
Michigan
| USD 58.6 M | +USD 4.42 M | 6 | 1.6% | Aumentadas |
|
| 2012 |
Guardian Partners
Toronto,
Canada
| USD 58.6 M | -USD 3.5 M | 7 | 4.88% | Reducidas |
|
| 2013 |
Portside Wealth Group
Provo,
Utah
| USD 58.6 M | -USD 9.9 M | 9 | 7.93% | Reducidas |
|
| 2014 |
HORAN Wealth
Cincinnati,
Ohio
| USD 58.5 M | +USD 19.5 M | 5 | 5.56% | Aumentadas |
|
| 2015 |
Westerkirk Capital
Victoria,
| USD 58.5 M | -USD 2.26 M | 8 | 6.3% | Reducidas |
|
| 2016 |
XML Financial
Bethesda,
Maryland
| USD 58.4 M | +USD 1.55 M | 6 | 4.71% | Aumentadas |
|
| 2017 |
Titleist Asset Management
San Antonio,
Texas
| USD 58.4 M | +USD 15 M | 11 | 4.41% | Aumentadas |
|
| 2018 |
McDonough Capital Management
Orlando,
Florida
| USD 58.2 M | -USD 4.06 M | 4 | 31.83% | Reducidas |
|
| 2019 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 58.2 M | +USD 3.65 M | 8 | 9.85% | Aumentadas |
|
| 2020 |
RMR Wealth Builders
Montclair,
New Jersey
| USD 58.2 M | +USD 3.34 M | 9 | 4.58% | Aumentadas |
|
| 2021 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 58.2 M | +USD 850 k | 6 | 2.27% | Aumentadas |
|
| 2022 |
StoneX Group
New York
| USD 58.1 M | -USD 34.1 M | 10 | 3.13% | Reducidas |
|
| 2023 |
EdenTree Asset Management
London,
United Kingdom
| USD 58.1 M | -USD 806 k | 3 | 17.51% | Reducidas |
|
| 2024 |
Draper Asset Management
Smithtown,
New York
| USD 58.1 M | -USD 351 k | 3 | 33.01% | Reducidas |
|
| 2025 |
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 58.1 M | -USD 577 k | 5 | 24.41% | Reducidas |
|