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 |
Generali Asset Management
Trieste,
Italy
| $725M | +$19.1M | 11 | 14.82% | Increased |
|
| 552 |
Beck Mack & Oliver
New York
| $725M | -$42.8M | 6 | 13.17% | Reduced |
|
| 553 |
UMB Bank
Kansas City,
Missouri
| $724M | +$21.4M | 23 | 9.63% | Increased |
|
| 554 |
Glenview Trust
Louisville,
Kentucky
| $724M | +$6.42M | 7 | 11.17% | Increased |
|
| 555 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $724M | +$41.2M | 8 | 11.65% | Increased |
|
| 556 |
Locust Wood Capital Advisers
New York
| $721M | +$52.4M | 3 | 17.42% | Increased |
|
| 557 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $717M | -$366M | 3 | 13.12% | Reduced |
|
| 558 |
HB Wealth Management
Atlanta,
Georgia
| $713M | +$18.2M | 18 | 4.61% | Increased |
|
| 559 |
Concurrent Investment Advisors
Tampa,
Florida
| $711M | +$240M | 22 | 8.09% | Increased |
|
| 560 |
Artemis Investment Management
Edinburgh,
United Kingdom
| $710M | -$25.8M | 5 | 8.57% | Reduced |
|
| 561 |
Avanza Fonder
Stockholm,
Sweden
| $706M | -$43.6M | 13 | 17.91% | Reduced |
|
| 562 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $706M | +$516M | 17 | 14.68% | Increased |
|
| 563 |
R.M. Davis Inc
Portland,
Maine
| $705M | +$1.94M | 7 | 12.13% | Increased |
|
| 564 |
Argent Capital Management
St Louis,
Missouri
| $702M | -$33.1M | 6 | 19.92% | Reduced |
|
| 565 |
Gabelli Funds
Rye,
New York
| $696M | +$2.06M | 12 | 4.71% | Increased |
|
| 566 |
Oppenheimer & Co
New York
| $692M | -$151M | 20 | 9.83% | Reduced |
|
| 567 |
Consulta
London,
United Kingdom
| $691M | +$55.9M | 3 | 33.89% | Increased |
|
| 568 |
First Foundation Advisors
Irvine,
California
| $690M | -$29M | 6 | 25.99% | Reduced |
|
| 569 |
Curi RMB Capital
Chicago,
Illinois
| $687M | -$12.1M | 14 | 11.91% | Reduced |
|
| 570 |
Allworth Financial
Folsom,
California
| $684M | +$58.8M | 34 | 2.8% | Increased |
|
| 571 |
SCM
Steadfast Capital Management
New York
| $678M | -$189M | 3 | 11.64% | Reduced |
|
| 572 |
YC
Yarbrough Capital
Franklin,
Tennessee
| $677M | -$7.74M | 8 | 21.06% | Reduced |
|
| 573 |
SCM
Silvant Capital Management
Atlanta,
Georgia
| $676M | +$11.2M | 8 | 22.83% | Increased |
|
| 574 |
Optiver Holding
Amsterdam,
Netherlands
| $664M | -$703M | 15 | 0.25% | Reduced |
|
| 575 |
Pinnacle Associates
New York
| $662M | -$11.6M | 14 | 8.49% | Reduced |
|