Cloud Computing
Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.
64 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 3101 |
California First Leasing Corp
Newport Beach,
California
| $11.5M | -$1.92M | 1 | 8.71% | Reduced |
|
| 3102 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
| $11.4M | -$1.31M | 9 | 9.52% | Reduced |
|
| 3103 |
DLG
Daniel L. Goodwin
| $11.4M | -$287K | 5 | 6.28% | Reduced |
|
| 3104 |
GWM
GSB Wealth Management
Guilford,
Connecticut
| $11.4M | -$406K | 7 | 3.9% | Reduced |
|
| 3105 |
AWH Capital
Dallas,
Texas
| $11.4M | $0 | 2 | 15.39% | Maintained |
|
| 3106 |
American Trust Investment Advisors
Lebanon,
New Hampshire
| $11.4M | -$313K | 4 | 7.15% | Reduced |
|
| 3107 |
BC
Breakline Capital
New York
| $11.4M | +$3.15M | 2 | 13.08% | Increased |
|
| 3108 |
Miller Investment Management
West Conshohocken,
Pennsylvania
| $11.4M | -$91.8K | 4 | 2.34% | Reduced |
|
| 3109 |
MV Capital Management
Bethesda,
Maryland
| $11.4M | +$312K | 14 | 1.94% | Increased |
|
| 3110 |
Abacus FCF Advisors
Orlando,
Florida
| $11.4M | -$6.17M | 5 | 6.97% | Reduced |
|
| 3111 |
SBK Financial
Richmond,
Virginia
| $11.4M | +$116K | 6 | 14.83% | Increased |
|
| 3112 |
EDBI Pte Ltd
Singapore
| $11.3M | +$4.45M | 2 | 10.52% | Increased |
|
| 3113 |
Cable Hill Partners
Portland,
Oregon
| $11.3M | +$1.03M | 6 | 2.83% | Increased |
|
| 3114 |
Martin Investment Management
Palm Beach Gardens,
Florida
| $11.3M | +$21K | 4 | 3.21% | Increased |
|
| 3115 |
Nicolet Advisory Services
Green Bay,
Wisconsin
| $11.3M | +$1.28M | 6 | 1.68% | Increased |
|
| 3116 |
BCWM LLC
Overland Park,
Kansas
| $11.3M | +$434K | 2 | 3.86% | Increased |
|
| 3117 |
Pinnacle Private Wealth
Andover,
Massachusetts
| $11.3M | +$1.84M | 5 | 4.43% | Increased |
|
| 3118 |
Beecher Investors
Darien,
Connecticut
| $11.3M | $0 | 3 | 16.35% | Maintained |
|
| 3119 |
TOBAM
Paris,
France
| $11.3M | -$4.93M | 8 | 0.71% | Reduced |
|
| 3120 |
HM Capital Management
Clayton,
Missouri
| $11.3M | -$1.2M | 4 | 6.29% | Reduced |
|
| 3121 |
Oak Grove Capital
North Hampton,
New Hampshire
| $11.3M | -$6.93M | 3 | 3.67% | Reduced |
|
| 3122 |
ABP
Arthur B. Page
| $11.3M | -$478K | 3 | 10.69% | Reduced |
|
| 3123 |
Avenir Management Company
New York
| $11.3M | +$12.8M | 1 | 19.25% | New |
|
| 3124 |
ITIM
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $11.2M | +$43.7K | 6 | 6.29% | Increased |
|
| 3125 |
Waverly Advisors
Birmingham,
Alabama
| $11.2M | +$3.03M | 6 | 1.03% | Increased |
|