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 | |
|---|---|---|---|---|---|---|---|
| 551 |
HB Wealth Management
Atlanta,
Georgia
| $668M | +$63.3M | 18 | 4.52% | Increased |
|
| 552 |
Hyperion Asset Management
Brisbane,
Australia
| $667M | +$21.7M | 2 | 18.59% | Increased |
|
| 553 |
Generali Asset Management
Trieste,
Italy
| $664M | +$8.14M | 12 | 14.18% | Increased |
|
| 554 |
Curi RMB Capital
Chicago,
Illinois
| $663M | -$21.2M | 13 | 12.17% | Reduced |
|
| 555 |
Gabelli Funds
Rye,
New York
| $663M | -$5.92M | 10 | 4.49% | Reduced |
|
| 556 |
DP
DDD Partners
Bellevue,
Washington
| $661M | +$490M | 5 | 42.02% | Increased |
|
| 557 |
Crossmark Global Holdings
Houston,
Texas
| $661M | -$38.6M | 19 | 9.91% | Reduced |
|
| 558 |
Pinnacle Associates
New York
| $656M | -$7.07M | 14 | 8.7% | Reduced |
|
| 559 |
SI
Standard Investments
New York
| $655M | +$249M | 3 | 32.28% | Increased |
|
| 560 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $654M | +$8.11M | 7 | 10.94% | Increased |
|
| 561 |
BCP
BSN Capital Partners
London,
United Kingdom
| $653M | $0 | 2 | 51.28% | Maintained |
|
| 562 |
Mizuho Securities USA
New York
| $648M | +$37.4M | 9 | 13.12% | Increased |
|
| 563 |
Capital Group Private Client Services
Los Angeles,
California
| $645M | -$816M | 5 | 10.79% | Reduced |
|
| 564 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| $641M | -$17.9M | 6 | 13.49% | Reduced |
|
| 565 |
R.M. Davis Inc
Portland,
Maine
| $639M | -$1.27M | 7 | 11.17% | Reduced |
|
| 566 |
Marsico Capital Management
Denver,
Colorado
| $639M | +$82.5M | 6 | 16.39% | Increased |
|
| 567 |
SCM
Silvant Capital Management
Atlanta,
Georgia
| $637M | +$12.9M | 8 | 22.1% | Increased |
|
| 568 |
DF Dent & Co
Baltimore,
Maryland
| $631M | -$37.5M | 6 | 8.15% | Reduced |
|
| 569 |
EC
Eminence Capital
New York
| $629M | +$89.2M | 3 | 7.63% | Increased |
|
| 570 |
Clal Insurance
Tel-Aviv,
Israel
| $627M | +$87.7M | 7 | 4.78% | Increased |
|
| 571 |
Locust Wood Capital Advisers
New York
| $626M | -$9.46M | 3 | 15.61% | Reduced |
|
| 572 |
Busey Bank
Urbana,
Illinois
| $623M | -$2.75M | 6 | 17.37% | Reduced |
|
| 573 |
Allworth Financial
Folsom,
California
| $621M | +$12M | 32 | 2.74% | Increased |
|
| 574 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| $617M | -$454K | 15 | 4.79% | Reduced |
|
| 575 |
First Financial Bankshares
Abilene,
Texas
| $616M | +$5.41M | 7 | 12.66% | Increased |
|